Melbourne based. Supporting clients across Australia.info@endeavouraccounting.com.au
Endeavour Accounting

Changing accountants

Plan the handover before making the move.

Start with what you want to work differently. A useful handover plan considers your current services, pending work and deadlines before any access or responsibilities change.

Before deciding

Questions worth working through.

You can start with what you know. The details can be discussed as the scope becomes clearer.

What you want to change

Explain the support you need and what matters most in your next accounting relationship. You can ask questions before deciding to move.

Work already in progress

Identify current engagements, outstanding work and relevant deadlines. Handover steps and authority to contact your existing adviser should be agreed first.

Relevant services

Support to explore.

These are starting points for a conversation. The right scope depends on your circumstances.

Accounting & tax

Accounting and tax support for individuals and businesses. Discuss tax returns, financial statements, GST and BAS with our Melbourne team.

Bookkeeping & payroll

Bookkeeping and payroll support for Australian businesses, including bank reconciliations, STP reporting and help with Xero or MYOB.

Prepare at your own pace

Changing accountants checklist

Prepare for a handover discussion before changing access or responsibilities.

Open the checklist

A few useful prompts

  • Write down what you want from your next accounting relationship.
  • List the services your current accountant handles.
  • Note any returns, reviews or other work in progress.

Print or download the full checklist. No email address needed.

How we start

A clear path from conversation to support.

You do not need every answer before getting in touch. We start by understanding the work.

  1. 01

    Tell us what matters

    Describe your situation, the work involved and the questions you want to discuss.

  2. 02

    Agree the scope

    Confirm the services, responsibilities and fees before deciding to proceed.

  3. 03

    Plan the handover

    Agree which records and access are needed, with permissions and responsibilities clear.

  4. 04

    Get the work underway

    Begin the agreed work and establish the communication and review arrangements.

Your next step

Take the next step when you are ready.

Tell us what you want help with. You do not need to have every detail settled.

Start a conversation