Changing accountants, without losing the thread

Define what is changing

Write down the services you want to move, the periods involved and the responsibilities that will remain with another provider.

Agree the handover

Discuss records, access, outstanding work and the timing of the transition with the professionals involved. Do not send passwords or financial documents through an ordinary contact form.

Keep a record of open questions

A handover is clearer when everyone knows what is complete and what remains unresolved. Ask for an open-items list and agree who will follow up.