Switch Accountant
Switching accountant is easier than you think
Slow replies, surprise invoices, zero visibility on your numbers: many business owners stay with their accountant out of fear of change. Yet your accounting records belong to you, and a well-prepared transfer costs you almost no effort. Here's how it works, and what we take care of.
- Your documents belong to you.
- A mandate can generally be terminated at any time.
- We take over the file, from 1 January or mid-year.
Signs it's time to switch
- You wait days, sometimes weeks, for an answer to a simple question.
- You only see your figures once a year, at closing time.
- Your accountant's invoices vary without explanation.
- You re-enter data your accountant should already have.
- Your VAT returns are filed at the last minute, sometimes late.
How the switch works
Free assessment (30 min)
We review your situation (legal form, VAT, payroll, volume of documents) and send you a clear quote within 48 hours.
Termination of your current engagement
You inform your accountant in writing, respecting the notice period in your contract. If you wish, we provide a template letter.
File handover
With your consent, we request all documents from your former accountant: annual accounts, general ledger, VAT returns, payslips, correspondence with authorities. You don't have to go back and forth.
Getting started
We take over the balances, give you access to the Digital Admin app, and update the powers of attorney with the tax office, the FTA (VAT) and the social insurance fund.
When to switch?
January 1st — the ideal time
The fiscal year starts cleanly with us; your former accountant completes the year-end closing, or we take it over if you prefer. For a January 1st switch, the right time to decide is October–November.
Mid-year — also possible
We take over the entries at a specific date (often the end of a VAT quarter) and ensure continuity. A bit more handover work, but no disruption for you.
What you should know
Your documents belong to you.
Accounting records, general ledger, annual accounts: your former accountant must return them and report on their mandate. You must keep them for 10 years.
An engagement can in principle be terminated at any time.
However, check the notice period in your contract: termination at an "inopportune time" may give rise to compensation.
The auditor is a separate matter.
If your company has an auditor, changing it follows a different procedure (registration with the commercial register). We explain this during the assessment.
Our engagements
Micro
Self-employed without VAT or employees
from 99.–/monthSmall LLC
Flat-rate VAT, 0–2 employees
from 199.–/monthSME
Employees, effective VAT
from 299.–/monthEstablished SME
High volume, complex year-end closing
from 499.–/monthFAQ
Let's prepare your switch
Tell us briefly about your current situation (legal form, VAT, payroll): we'll get back to you the same day with the next steps.