When making a decision to fire an accountant or bookkeeper, there may be a hesitation to take action.
An accountant has their finger on the pulse of your business and even a marginal accountant can be perceived as 'indispensable'. This misplaced perception can become a barrier to your business success.
Even if there are legitimate reasons for making a change, here is what might come to mind:
With more confidence, you should be prepared to take action. The reasons for 'firing' a bookkeeper or accountant may be similar to those when terminating other staff. Patterns of marginal performance may include:
The reason for ‘firing’ your accountant may be based on ‘opportunity’ vs. dissatisfaction. The decision to fire an accountant may go beyond whether you are unhappy with services. Your decision might be based on:
The first step
Interviewing new accountants can be time-consuming which is why an accounting company with a team of experts is valuable.
The second step
The new accountant or bookkeeper will help create the map to ensure a smooth transition.
The third step
Once you have interviewed and selected an accounting or bookkeeping company, give the current accountant notice to let them know of the change. There may be a small fee from the current accountant for finalize and hand-off the files and documents.
The fourth step
Your new accountant will possibly write a letter to your current accountant and request a list of documents and files to make the transition go well. Their request could include records such as:
These are examples only and will vary depending on your industry, type of company.
The next step is to contact a potential accounting/bookkeeping company. These conversations are confidential, and with the list of questions above, you will start your new relationship with an expectation of success.
We would be honored to be one of your first calls. Please consider the team at Accounting Solutions Partners when you begin the difficult transition of either adding a new bookkeeper or making a change.
The experts in Washington and Oregon have a reputation of offering service excellence to many clients.
Contact us to request a free, no-obligation consultation.
Oregon (503) 473-0122 - Washington (425) 492-1901 or call us toll free (800) 931-6557
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