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Switching Accountant
A structured handover so you don’t lose continuity — clear checklist, clean records, and a smooth transition.
How the process works
1
Assess current state
We identify what’s working, what’s missing, and deadlines ahead.
2
Handover checklist
We request the key files and access needed for continuity.
3
Clean-up & alignment
We reconcile gaps and align records to avoid future surprises.
4
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
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.