1. Find a new accountant:
You will need to find an alternative accountant. Be sure you do your research in this step, given the time, dollars and emotional investment in the next relationship. Ask the right questions, and go with your gut.
2. Let your previous accountant know:
It is always best to make contact with your existing accountant informing them of your change. This can be uncomfortable ending a relationship, but it is always best coming from the client, rather than the new accountant. A good way to bring up the subject is to let them know that your needs have changed at your stage in business, and you found another accountant.
3.Your new accountant will write to your previous accountant:
Once you have given the green light, it is a professional courtesy (stated in the Code of Ethical Principles and Rules of Conduct of the CPA Ontario ) to send an “ethical clearance letter” to your previous accountant. Your previous accountant should promptly respond to the letter, and forward any requested documentation to the new accountant.
It is worth noting that this reply and forwarding of information is a stated practice by CPA Ontario.
4. Why choose us?
Because we really care about our clients.(Read the google reviews). So you can sleep sound at night, knowing that your business has a nerd (sorry, I meant accountant) that will be reviewing your business and provide sound advice on how to improve your situation utilizing the latest cloud accounting solutions and apps. We specialize in a smooth transition from your prior accountant. We work 100% virtually, so we service clients all over Canada.
5. I want to know more, what’s next?
The next step would be to book your 15 minutes complimentary profit enhancement consultation, where we can see how we can add value to your business. To do so, click here.