1. Decide what is wrong with the current service
Price, slow responses, lack of advice and poor visibility are different problems. Knowing what you want fixed helps you choose the right replacement.
2. Agree the new scope first
Make sure you know what the new accountant will handle, what remains your responsibility, the monthly fee and whether any historic catch-up work sits outside the standard price.
3. Authorise professional clearance
The new accountant will normally contact the outgoing accountant to request professional clearance and relevant records. This is a standard part of the handover.
4. Transfer records and authorities
Accounting-system access, prior accounts, tax returns, trial balances, payroll data and agent authorisations may all be relevant depending on the service.
5. Protect upcoming deadlines
Do not assume a filing is covered simply because a switch has started. Confirm who owns every deadline until the handover is complete.