Can I Switch Bookkeepers?

You can generally change bookkeepers if your current arrangement is no longer working for your business. Many small business owners stay with a bookkeeper simply because changing providers feels difficult, but moving to a new bookkeeper can be straightforward when the transition is planned properly. 

Before switching, check your current agreement for notice periods, outstanding invoices and any other obligations. You should also make sure you have appropriate access to your accounting software, bank feeds, payroll information, invoices, bills and other important records. 

If your business uses Xero, the new bookkeeper can generally be invited to access the organisation and work with the existing financial information. Xero is designed to allow businesses to collaborate online with bookkeepers and accountants. 

A good transition should include reviewing the current file, checking the bank reconciliations, identifying unreconciled transactions and understanding any outstanding bookkeeping or BAS issues. If the books are behind or contain errors, your new bookkeeper may recommend a cleanup before moving into regular monthly bookkeeping. 

Young Guns Bookkeeping can help Melbourne small businesses transition from an existing bookkeeper and understand what needs to be done before ongoing bookkeeping begins. You don't need to wait until the end of the financial year to change providers. In many cases, changing sooner can help you get your accounts back under control and give you more reliable financial information.