Can you take over accounting that comes from another firm?

What we need to get started

• Accounting books and financial statements from the last closed fiscal year.
• Filed tax returns (quarterly and annual) for the current and preceding fiscal years.
• Invoices and bank statements pending entry into accounting records.
• Access credentials or digital authorizations required to represent you before the Administration.

Your previous advisor is legally obliged to deliver your business documentation to you; we can help you request it in an orderly manner.

Initial baseline audit

Before taking over regular accounting, we verify that figures balance, that filed tax returns match the accounting ledgers, and that no obligations remain outstanding. If issues are found, we explain them clearly and propose solutions.

When is the best time to switch

The cleanest moment is at the end of a calendar quarter or fiscal year, but it is not mandatory: we can take over at any point during the year provided that past documentation is accessible.

Guaranteed continuity

We organize the handover so no deadlines are missed. During the transition we inform you of upcoming tax returns and who handles each submission.