Switching Accountant
A structured handover so you don’t lose continuity: clear checklist, clean records, and a smooth transition.
How the process works
Assess current state
We identify what’s working, what’s missing, and deadlines ahead.
Handover checklist
We request the key files and access needed for continuity.
Clean-up & alignment
We reconcile gaps and align records to avoid future surprises.
Next steps plan
You get a clear plan for the next filings, payroll/VAT, and reporting.
Why it’s important
- Avoids losing historical context and key deadlines
- Reduces risk of missing filings during the transition
- Creates a clean baseline to move forward with confidence
When a structured accountant handover helps
- • You are not receiving clear explanations or timely replies about your filings
- • Your business has grown and the current accounting process no longer fits
- • You are unsure which returns, records or Revenue and CRO tasks are outstanding
What the handover covers
- • A review of upcoming obligations and the information currently available
- • A handover request covering the records and professional clearances needed for continuity
- • A list of gaps, priorities and any clean-up work that should be agreed separately
- • A practical plan for ongoing accounting, tax, payroll or VAT work after the transition
Questions about changing accountant
Do I need to tell my current accountant before speaking with ARAN?
You can speak with us confidentially about fit and scope first. A formal handover only begins after you decide to proceed and the appropriate professional communication is arranged.
Will changing accountant interrupt an upcoming filing?
The first step is to identify the next obligations and available records. We then tell you what can be handled safely within the timing and where information from the previous accountant is still required.
Can you fix old bookkeeping or missing returns during the switch?
Potentially, after review. Historical clean-up is assessed separately from the ongoing service so you can see the work, dependencies and scope before committing.
Official sources (Ireland)
Note: the links above are official sources. If you have questions, talk to us so we can guide the right path for your case.