Moving accountant

Bill90.

Registered User
Messages
114
Hi

I've had the same accountant from day 1 many years ago.

He is retiring soon and has someone lined up to take over. I have a business conflict of interest with the person taking over so I'll respectfully move on.

Just wondering, is there a lot involved in moving accountant's or is it a relatively simple process?

Thanks.
 
I moved accountant several years ago as previous one was concentrating on tax refunds - simple process. Original accountant hand files over to new accountant. In many cases they will have the software. You will sign a letter or two.

Quite painless