Switching accountant: a simple handover checklist

2/2/2026 · Switch · Checklist · Process

Switching accountant should not feel risky. The right handover keeps continuity and avoids missed deadlines.

Start with three questions: What is due next? What is the current status? What access and files exist?

A structured handover makes the first month smooth and sets a better standard for the year.

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This article is for general information only.