Checklist for changing your accountant
Organize the contract, accounting periods, historical files, access and acceptance of the transfer before the first new accounting cycle.
Request a proposalWhat to check
- Review notice, scope, charges and termination conditions in the current contract.
- Define the cut-off period, each obligation’s responsible party and any delivery due after the transfer.
- Inventory company, tax, accounting, payroll and financial records, with the period and format received.
- Transfer individual permissions securely, validate opening balances and document any remaining differences.
- Agree the first-cycle calendar and record acceptance, outstanding matters and those responsible for resolving them.
From contact to delivery
1.
Explain the need
Choose the service and a return channel. You can indicate your preferred language; technical-service availability is confirmed before engagement.
2.
Agree the scope
The proposal identifies deliverables, periods, documents, each party’s responsibilities and fees. Studies, implementation and recurring work are distinguished.
3.
Organize the work
After engagement, document channels, individual access and the delivery calendar are agreed. Do not send credentials or sensitive documents in the commercial form.
Scope, fees and responsibilities are agreed before technical work begins. These services concern Brazilian obligations. Requirements in another jurisdiction need professionals qualified there.
Service proposal
What do you need in Brazil?
Tell us which service you need and how to contact you. We will confirm scope, fees and the language available for your engagement.
Related services and resources
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