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#ACCOUNTANTS CLIENTS OLD ORIGINAL DOCUMENTS REGISTRATION#

It is important to find an accountant that you can trust and believe you can work within the long run.

#ACCOUNTANTS CLIENTS OLD ORIGINAL DOCUMENTS REGISTRATION#

Qualification and Registration – Ensure their tax agent license and membership with accounting and tax associations are valid.Communication and point of contact – Who will you be working with and how will they contact you?.

Specialisation – Do they offer the services you require? Do they have experience and similar clients in your field?.

Ensure that you are addressing any shortcomings that you want to avoid. Shop around and speak to multiple accountants to see what may be best suited to you. It’s important to note that you should not tell your current accountant that you are thinking of changing accountants yet. Is there a notice period that needs to be served? What method of communication is required to notify your current accountant of your decision to cease utilising their services? Take the time to go through your signed service agreement so that you are fully aware of what the repercussions are if you decide that you wish to terminate the contract. Have you paid ahead for work that has not been completed? Or do you owe for work that has already been done? Track and review where you are at with regards to your payments towards your current accountant. Review Your Current Agreement Terms and Conditions If you feel there are key documents missing, try and contact your previous accountant to request any missing documentation.

These can be attained through emails and hard copies you have filed away. Copies of receipts, invoices and letters.Important documents in relation to your business, companies and trust.The first step is to ensure that you are collecting as much information as you can: How will I have the time to look after all the compliance work?Ĭhanging accountants require you to do in a smart and well-planned way.How am I going to lodge my BAS and tax returns?.What’s going to happen to the business?.It can be stressful, costly and fills your mind with anxiety! A lot of business owners find themselves plagued with questions like: Unfortunately, changing accountants is a lot like breaking up with a girlfriend or boyfriend. Having someone who is personable, that will treat your business like their own, is extremely important. This is a lesson to anyone in the services industry that doing good work alone is not enough. For example, we recently picked up a new client in the Formwork industry and when asking him about why he was changing accountants, he told us that he was a great accountant but never picked up his phone calls or returned emails or calls. We often have clients sign up for our services as a result of having a negative experience with their previous accountant. Is your accountant not responding or taking far too long to get back to you?