Changing Accountants

Changing Accountants

How does it work?

AGA Accountants can handle process  to ensure a smooth transition.

Switching accountants is a simple process and involves directly involving your new accountant to request professional clearance

  1.  AGA Accountants will send an engagement letter as is required by professional accounting bodies.
  2.  They will also request your permission to act as your agent.
  3. You will need to inform your old Accountant about your intention to terminate services and move to your new accountant.
  4. With your permission, AGA Accountants will contact your old accountant and  request details of your recent personal and business accounts, tax returns and payroll as appropriate. 
  5. If applicable we will request bookkeeping data to ensure a smooth transition and handover.
  6. AGA Accountants will ensure follow with your previous accountant should any further information be required.
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