First, understand what you want to improve
Every business has its own reasons: clearer explanations, changing activity or a different scope of service. Tell us what matters so we can assess suitability before records begin to move.
We discuss the service you currently receive, what is missing and any urgent issue or known deadline. The aim is to define a need that can become a practical proposal.
Map the current position
- Which periods and reports are complete, and which remain in progress.
- Which accounting records you hold and which need to be obtained.
- Whether there are missing documents, enquiries or open matters to consider.
- Who is responsible for each outstanding task during the transition.
- When the new service begins and what it will include.
Coordinate the transfer
After checking suitability and agreeing the engagement, we plan receipt of the records and the ongoing work. The review depends on the file, periods involved and available information. If gaps emerge, we define how they may be addressed.
Keep a record of agreements between the parties, particularly where work remains unfinished. A document list and agreed responsibilities help everyone understand what is required.
The transition plan also defines digital document sharing and contact channels for the ongoing service.
Separate the transition from earlier outstanding work
Sometimes a move involves records that were not completed previously. This may be separate from ongoing support. Before starting, define what is being reviewed, what can be assessed now and which elements need an additional proposal.
Questions and answers
Can we start considering a move during the year?
Yes. First we review the current work and relevant dates. The transfer date and division between firms are determined after review and coordination.
Do I need every document before contacting you?
For the first conversation, describe the business and reason for the move. We then define the information and records needed to assess the file and proceed.
What if the previous firm has unfinished work?
Map the outstanding work and clarify who should complete it. Reach a clear agreement and take it into account when planning the new service's start.
Can I get a price before the records are reviewed?
We can start with a description of the activity and need. A precise proposal may require more information on the volume of records, periods and reporting position. We explain what is needed to complete it.
