What do you need from your new accountant?
Identify what matters: clear answers, transparent service pricing, employment contracts, invoicing or access to reports. Ask to see how the service works. Compare transaction volumes, payroll, annual work and additional assignments alongside the monthly fee.
The handover, step by step
- Describe your activity, transaction volume, employees and current bookkeeping status. Request a quote defining the service.
- Check your current contract for notice periods, record delivery, software access and any export charge.
- Agree a handover date and the old accountant’s final period. Record who prepares the next reports and annual documents.
- Agree a record checklist and file formats, along with necessary access rights and authorisations.
- Check the received records and unfinished tasks. Agree where to send new documents and questions.
Records to request
- Latest annual statements and current-period reports, account movements and balances.
- Source documents: invoices, receipts, bank statements and contracts.
- Outstanding customer and supplier invoices.
- For employees: employment contracts, payroll and leave records, and submitted reports.
- Assets, loans and other liabilities, plus a list of submitted and outstanding reports.
Before closing the old software account
Check that exported files open without the old subscription and that document attachments are included. Keep access until the archive and necessary reports have been checked. Do not share personal passwords or banking credentials; arrange appropriate business authorisations separately.
Moving to Debit Credit
Tell us what your business or organisation does, who keeps the books now and when you would like to move. Debit Credit helps define the work and handover plan. We serve clients throughout Finland in Finnish and Russian. A description of your situation is enough for the first enquiry; you do not need to send the whole archive.
Vaavo is included in bookkeeping service without a separate subscription. Use the portal to send and receive invoices, submit documents, view bank transactions and keep a trip log. Reports reflect data processed by the accountant. You can explore the portal’s features before switching.
Our clients’ routine bookkeeping and tax questions are included. Catch-up bookkeeping or another separate assignment is additional work; its scope and price need to be discussed.
Frequently asked questions
- Can I switch accountants during the year?
- You can plan a mid-year switch. The actual date depends on the current contract, available records and upcoming reporting.
- How long does the handover take?
- There is no universal deadline. Contract terms, record availability and the state of the books determine the schedule. Check these before agreeing a start date.
- Do I have to transfer the books myself?
- You need to arrange the handover and authorisations. An accountant helps identify the required records and gaps. Agree the scope of assistance before work starts.
- Is there a separate Vaavo fee?
- The client portal is included in Debit Credit bookkeeping packages without a separate subscription. Additional accountant work is charged under the service terms.
Need help?
Discuss starting a business, switching accountants or ongoing bookkeeping anywhere in Finland. Our accountants speak Finnish and Russian. Prices are published, and Vaavo is included in every package.
See Vaavo →