5 Simple Steps for Switching Bookkeepers

How to switch bookkeepers

Let’s be honest, you wouldn’t be reading these unless you were wanting to change your current situation. The process of changing bookkeepers can seem rather daunting at first, however it is surprisingly easy. We are wanting to make this transition as smooth and effortless as possible, so let’s have a look at the following 5 steps that are sure to make that switch simple!

1. Choose a conversion date

Sounds easy enough? Whether you have a current bookkeeper, or no real system at all, it is imperative to lock in a conversion date. To be able to have a clear transition from your old system to the new, allows for a smooth transition.

2. Communication is key

There are obvious reasons why you have decided to switch bookkeepers- you don’t have enough scope over your financials, or your books are taking up too much of your time. Open and clear communication with your new bookkeeper can start you off on the right track. Let us know what your current struggles are, what you’re concerned about with your books, what procedures you have in place that you wish to keep- after all we are here to listen and take action on your bookkeeping problems. We are here to help your business grow.

3. Use the cloud to your advantage

Switching to the cloud is fundamental to growing your business.  You need to have all your information accessible in the one place; switch from tab to tab rather than shoe box to manila folder. We use cloud friendly software which enables you to have a holistic and up-to-date view of your accounts, in a user-friendly environment.

Already using the cloud? That’s great news! We have staff dedicated to finding new exciting add-ons every day, there is always more to learn.

4. Be prepared for your first meeting

We will be looking after the nitty gritty of converting you from your old system to the new, however there is something you can do for us. We want to do the best job possible, to do that we need all the information we can get. Come prepared to your first meeting- Bring your TFN/ABN, Trial balances, Bank account details etc. the more information we can get, the faster we can convert your business.

5. Embrace the change!

Now that you know how simple it is to switch bookkeepers, you can leave the rest up to the professionals. All you need to do is embrace the change! Trust us, it is our job to make your business grow.

Book a complementary consult

Ready to stop the stress and get back to your big ideas and big dreams?
Take action now and book a free 10min phone chat.

Book Consult