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Switching accountants without disrupting your business

Plan a smooth accountant handover by agreeing responsibilities, sharing records securely and keeping upcoming work and deadlines visible.

Prepare your company year-end records with a clear checklist covering reconciliations, outstanding invoices, assets and accountant queries.

Prepare for your first employee with a clear payroll timetable, accurate starter information and a plan for ongoing employer responsibilities.

Use a practical monthly bookkeeping routine to organise invoices, reconcile bank accounts and keep outstanding payments under control.