Define the work and transition date
Specify whether bookkeeping, accounts, tax or payroll transfers and which financial years each adviser completes. A statutory audit is a separate engagement. Clear dates prevent both duplicate work and missed obligations.
Agree the records and permissions required
The last accounts alone are insufficient: balances, reconciliations, tax positions, contracts, resolutions and open authority questions may be needed. Transfer with appropriate consent and confidentiality, recognising that not every internal predecessor document is a client record.
Check opening balances and immediate deadlines
Verify software access, authorisations and written extensions before the first deadline. Reconcile the ledger to final prior-year adjustments, identify handover differences and assign one contact for remaining questions. Then agree ongoing delivery and review responsibilities.
Source and background: AA mocht stukken onder zich houden na geschil.
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