How to switch bookkeepers with a clear handover
https://www.orbisaccounting.ca/guides/switching-bookkeepers/


Choose the handover month

Request a handover pack
[ ] Last completed profit and loss and balance sheet
[ ] Trial balance and reconciliation reports at the cutoff
[ ] Unpaid customer invoices and supplier bills
[ ] Payroll balances and outstanding remittances where applicable
[ ] Copies of submitted returns and a list of upcoming filings
[ ] Open questions and any correcting entries still needed
[ ] Subscription ownership and a list of current software users

Keep control of your accounting file

Assign every outstanding filing

Check the opening balances

Orbis Accounting · Checklist only. See the guide for context.