CHANGING Accountants

 

If your current accountant isn’t giving you the proactive support your practice deserves, moving is simple, and we handle 90% of it for you.​

​

Meet us (confidential and obligation‑free)

• A straight chat about your goals, frustrations, and what “great” looks like for you.

• Sign our engagement and give us authority

• We agree scope, fixed fees, and timelines.

• You sign a letter of authority so we can act on your behalf.

We do the legwork professionally and politely

• Contact your current accountant (professional courtesy maintained).

• Arrange transfer of work papers, tax returns, BAS history, payroll files and ASIC records.

• Lodge ATO agent nominations and update ASIC details.

• Perform a health check on your Xero and systems to ensure nothing gets missed.

• Set your first 90‑day plan and reporting rhythm.