Changing accountant is a normal business decision. The goal is not to create conflict, but to choose the timing, understand the handover and make sure the new relationship solves the original problem.
First, identify what is not working
Slow replies, unexpected fees, weak sector knowledge and lack of proactive contact are different problems. Be specific. A new firm can only be a better fit if you know what “better” means.
Before appointing a replacement
- Check engagement terms and notice arrangements
- Understand upcoming deadlines and work already in progress
- Ask the prospective firm how professional clearance and records transfer work
- Confirm who will handle outstanding tasks and what each fee covers
- Do not cancel access or services before the handover plan is clear
Professional clearance
The incoming accountant will commonly contact the outgoing accountant, with your authority, to ask whether there is a professional reason they should not accept the appointment and to request records. The exact process depends on the professionals and bodies involved.
Timing matters. Avoid leaving the decision until immediately before a filing deadline. If there is a dispute, investigation or urgent deadline, take direct professional advice.