20/10/2026
Thinking about changing bookkeepers—but worried the handover will create more work?
Before making the switch, get clear on a few things:
• Who controls access to your accounting software?
• Which accounts are reconciled, and through what date?
• What reports and supporting records are available?
• What work is still unfinished?
A clear handover helps your next bookkeeper understand where to begin.
We’ve outlined what to prepare and what to ask:
https://bookkeepingaccountant.com/how-to-switch-bookkeepers/
If you’re considering ongoing bookkeeping support for your U.S. business, Book a Free Discovery Call through our website. We can talk through your current setup and the transition you need.