Service
How do you switch bookkeepers without losing control of deadlines?
Agree the previous provider's end date, map every upcoming responsibility, transfer access securely and review the opening position before ongoing work changes hands.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A handover checklist
- ✓A deadline and responsibility map
- ✓Secure access transfer
- ✓An opening-position review
Before you ask for a quote
Use this practical checklist.
- 01
Review the current engagement terms
- 02
Agree the final period covered
- 03
List upcoming VAT and payroll dates
- 04
Transfer software access securely
- 05
Document unresolved questions
Example
What this can look like in practice.
A limited company changes provider six weeks before a VAT deadline. The final period, software access, outstanding queries and submission owner are written down before the handover.
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 current provider, new provider and business may assume someone else owns the next deadline | A 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 switching bookkeepers include?
A typical scope can include A handover checklist, A deadline and responsibility map, Secure access transfer. The final proposal confirms exactly what is included before work starts.
Will historic errors be corrected automatically?
Historic correction work is reviewed and scoped separately. The handover itself records known issues rather than assuming they are included.
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.