How Do I Switch Accountants Without Losing Anything?
Short Answer: Collect your records before you leave, switch at a natural break like the end of a month or quarter, and make sure your new firm has access before the old one is gone.
Switching is easier than most owners expect. Your records belong to you, and a good firm will help with the handoff. What matters most is timing and making sure nothing falls through the cracks in between.
Common mistakes:
Switching in the middle of tax season or right before a filing deadline
Leaving without copies of your tax returns, payroll reports and login access
What we recommend:
Request your last two years of returns, your general ledger and your payroll filings before you give notice.