Discovery
Discuss the reason for changing, current services and live deadlines.
Switch to Manücci
Changing accountant can feel difficult when records, deadlines and relationships are involved. Start with a clear route to explore the fit and plan the handover.
Why businesses consider a change
A change should be based on the business's needs, not criticism of another adviser.
The switching process
The exact authority, professional-clearance and record-transfer process is confirmed before onboarding.
Discuss the reason for changing, current services and live deadlines.
Clarify support, responsibilities, fees and transition risks.
Agree permissions, contacts and information required.
Review records, establish access and confirm the first priorities.
Switching questions
Start by explaining what is working, what is not and what you want from the next relationship.
Businesses can generally decide to change adviser, but contracts, deadlines and work already under way may affect the best timing. Review existing terms and urgent obligations first.
The communication and authority needed should be agreed as part of the handover plan. Manücci will explain its confirmed process before transition begins.
The aim is to identify live responsibilities and deadlines early. Continuity still depends on timely access, complete information and cooperation.
Be open about gaps at the start. Manücci can assess what needs attention and confirm whether additional work is required.
Timing depends on the business, records, current adviser, permissions and deadlines. A responsible estimate follows the initial review.
A clearer next step
Tell us about your current position and the outcome you want from your next accounting relationship.