Problem
What should I ask for before leaving my current bookkeeper?
Confirm the end date, work completed, outstanding questions, software ownership, document access and every upcoming deadline before the handover begins.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A provider handover checklist
- ✓A deadline map
- ✓A secure access plan
- ✓An opening review
Before you ask for a quote
Use this practical checklist.
- 01
Read the current engagement terms
- 02
Agree the final work period
- 03
Request records and exports
- 04
Transfer access without sharing passwords
- 05
List open queries
Example
What this can look like in practice.
An owner changes bookkeepers after repeated delays. The current provider confirms the last reconciled month and the new scope begins from a written opening position.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | The relationship is changing but the final completed period and next owner are uncertain | A provider handover checklist |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can i need to switch bookkeepers include?
A typical scope can include A provider handover checklist, A deadline map, A secure access plan. The final proposal confirms exactly what is included before work starts.
Can you contact my current bookkeeper?
Yes, after you authorise contact and the purpose of the handover. Commercial or legal disputes remain yours to resolve.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.