Deliverables
What the service can include
- ✓Current setup and access checklist
- ✓Responsibility and deadline map
- ✓Secure access transfer
- ✓Opening-position review
- ✓Handover issues and next-actions list
Bookkeeping service
Switching bookkeepers
A controlled handover that makes dates, access, outstanding questions and responsibilities explicit before ongoing work changes hands.
Ask about this serviceTiming
When work happens
The handover plan is agreed around the previous bookkeeper’s end date and the next payroll, VAT or reporting deadline.
Scope control
The handover checklist records who owns each upcoming deadline so nothing is assumed during the transition.
Your responsibilities
What EBA needs from you
- ✓Authorise contact with the previous provider where needed
- ✓Confirm the final period covered by the previous provider
- ✓Provide secure software access without emailing passwords
- ✓Resolve commercial disputes directly with the previous provider
Boundaries
What is not included by default
- Recovering records the previous provider cannot supply
- Professional disputes or legal advice
- Correcting historic work unless separately scoped
- Assuming responsibility before the written start date
Software: Current accounting software, Secure access and document tools
Questions about this service
Clear before you commit.
Do I have to tell my current bookkeeper first?
You should review your existing engagement terms and agree an end date. EBA can then work from an authorised handover plan.
Will my existing software need to change?
Not necessarily. The current setup is reviewed first. Any recommended change is explained before access or data is moved.
Next step
Bring the current position, not a perfect brief.
Larissa will review the fit, scope, responsibilities and next deadline with you.
Send an enquiry