07/10/2026
The handover between accountants is one email and three requests: your bookkeeping file, at least two years of records, and copies of every filing. The rest of the transition — software, catch-up, chasing gaps — belongs to the new accountant, not to you. Worst case is a single month of overlapping fees, which is the full price of leaving a firm that can’t answer your questions. DM “audit” for the exact doc-request list to paste into that email. For incorporated service businesses in 🇨🇦 + 🇺🇸.
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