Change your accounting office stress-free
It is simpler than you think. We take over most of the formalities, so the change runs smoothly and your settlements continue without a break.
How the change works
Usually one call and a few signatures are enough – we handle the rest.
Free consultation
We talk about your business, the scope of services and the takeover date.
Contract and powers of attorney
You sign a contract with us and powers of attorney for the tax office and ZUS – electronically too.
Notice to your current office
We advise how to terminate the contract and set the takeover date in line with the notice period.
Handover of documents
We agree with the previous office on the list of documents to hand over and draw up a handover report.
Review of the books
We review the settlements handed over and let you know if anything needs correcting.
Service starts
From the agreed month we do the bookkeeping, settlements and deadline reminders.
What you need to collect from your previous office
We help prepare the list and check that it is complete.
- Books and records
- KPiR ledger or accounting books, VAT registers, records of fixed assets and equipment.
- Returns and settlements
- Submitted JPK files, annual returns, confirmations of receipt (UPO) and ZUS settlements.
- HR documentation
- Personnel files, payroll, working time records – if the office handled HR.
- Access and powers of attorney
- Information about powers of attorney to revoke and KSeF permissions.
Questions about changing offices
When is the best time to change?
Any month – most conveniently from the first day of a month. With full accounting it is easier to change from a new financial year, but it is not necessary.
Does a change of office need to be reported to the authorities?
The old powers of attorney must be revoked and new ones filed. We prepare them for you.
What if the previous office made mistakes?
After reviewing the books we inform you of any irregularities and propose how to correct them.
Want to change your accounting office?
Book a free 15-minute call – we will agree a plan and takeover date.
