Switching from another accountant, step by step
Changing accountant does not have to be complicated. Here you will find how the switch works and a checklist of documents you can tick off or print.
How the switch works
People change accountant for all sorts of reasons. Some want more time and attention, others move or their business grows. Whatever the reason, we will take over your books with you so that nothing slips through.
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You call or write
Tell us when you would like to start and what state your books are in.
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We agree the terms
We go through the scope of work, how documents will reach us and the period from which we take over.
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You hand over documents
Using the checklist below, you bring in or upload what is needed. If something is missing, we tell you how to get it.
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We check and carry on
We review what we have taken over and fill in any missing periods if needed. From then on, we keep your books as usual.
Eko-Profit SK · +421 908 790 450 · ekoprofitsk@ekoprofitsk.sk
Documents to hand over
Tick off what you already have ready. Your browser remembers it, so you can come back to the list later. Not everything will apply to you, and we will confirm the exact list together.
0 of 18 ready
Your ticks are saved in this browser only.
Ready to switch?
Call us or book a consultation. Together we will look at when we can start and what will be needed.