A new engagement is not automatic
The incoming accountant needs to understand the work, perform acceptance checks and assess whether the timetable is achievable.
Make the handover easy
Provide full contact details for the outgoing accountant, written authority where requested and a structured records pack.
Separate urgent filing from future service
The immediate engagement may focus on one overdue or approaching filing. Ongoing bookkeeping, payroll, VAT and advisory work can be scoped once the deadline is under control.
Important
This guide is general information, not tax, legal or financial advice for your circumstances. Filing requirements and deadlines should be checked for the relevant person, company and period.