Switching bookkeeper
Switch bookkeeper without the hassle
You can switch mid-financial-year, and there's very little for you to do. We handle the handover so it's easy and secure for you.
Most people put off switching because they think it'll be a hassle, with half financial years and an awkward cancellation. It doesn't have to be. Here's how it works, and answers to the questions people ask most.
How a switch works
You send one email
We give you the text to send to your current bookkeeper. You don't have to explain anything.
We collect your data
We take over your accounts in e-conomic, Billy or Dinero and make sure everything from the year is included.
We check what you're bringing
We review the last few months of bookkeeping before we go on, so you know where you stand.
What people ask
What does it cost to switch?
Nothing. The handover itself is part of becoming a client. You only pay once we start the ongoing work we agree on.
Can I switch mid-financial-year?
Yes. You don't have to wait until year-end. We take over the accounts as they are and continue from there, so the whole year holds together.
What about receipts from earlier in the year?
We bring them along. We make sure what's already been recorded is included, so no gaps appear when we take over.
What if my current bookkeeper is a friend or family?
We understand that can feel awkward. You don't have to say anything uncomfortable, you just send the short, neutral email we give you. We handle the rest.
How long does the handover take?
Most switches are in place within about a week, depending on how quickly we get access to your accounting system.
Do I have to cancel before I know you're the right fit?
No. We start with a free conversation and a review of what you're bringing. Only when you feel comfortable do we set the switch in motion.