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Switching accountants

Taking over your accounting from another accountant

You can change accountants at any time during the year, and we handle most of the work involved. You sign the power of attorney and tell us who has been doing your books so far. We usually complete the takeover within two weeks of receiving the documents.

Process

Switching accountants in five steps

It all happens remotely, you do not need to go anywhere or bring anything.

1

Free consultation

You tell us what you do, roughly how many documents you have, and whether you are a VAT payer. We tell you the price and when we can start. By phone, e-mail or chat.

2

Contract and power of attorney

You sign the contract and the power of attorney, both remotely. You only need to tell your current accountant the date your cooperation ends. We arrange the handover of documents with them.

3

We take over the accounting data

We request the accounting database from your current accountant and load it into Pohoda. We reconcile the opening balances with the last financial statements, down to the euro.

4

We check what is missing

We check that no VAT return or VAT control statement is missing for the current year, and change the authorization to represent you with the tax authority. If something does not add up, you find out right away, not at the financial statements.

5

All you do with documents is photograph them

We set you up with the document app and access to the client zone. From then on, you photograph documents on your phone, and you can see how your company is doing online, any time.

What you gain by switching to us

It is not just about who books your invoices. It also changes how you find out about your company.

Less hassle

  • Documents from your phone, no envelopes or folders
  • We keep track of deadlines and get in touch in advance
  • We flag errors on invoices while they can still be fixed
  • Filings on your behalf, based on the power of attorney

More overview

  • Your preliminary result and tax as you go, in the client zone
  • A reply on business days, usually within 24 hours
  • No commitment period and no penalties for ending the cooperation
The app and the client zone are included in the monthly price. You can see a live demo zone before you even decide.

What to prepare

You do not have to gather all of this at once. Send us whatever you have electronically, and we will ask your current accountant for the rest ourselves.

  • The last financial statements and tax return
  • The accounting database from your current accountant, if you have it
  • Documents for the period nobody has booked yet
When documents are missing or have not been processed, we can reconstruct the bookkeeping for an earlier period. You can find prices for other services in the price list.
FAQ

Frequently asked questions about switching accountants

Can I change accountants during the year?

Yes, you do not have to wait until January. The year is closed as a whole at the end, even if two accountants worked on it. The only thing that matters is that we take over the opening balances correctly, and we check that against the last financial statements.

How much does taking over accounting cost?

It mainly depends on whether we receive the accounting database from your current accountant. With it, the takeover is quick; without it, we have to reconstruct the position from the financial statements and the documents. We tell you the price in advance at the consultation, not only after the takeover.

How long does the takeover take?

Usually within two weeks from when we have the documents. The longest wait is usually for your current accountant, so we contact them right after the power of attorney is signed.

What if my current accountant will not hand over the documents?

Accounting records belong to your company, not to the accountant, and your company is responsible for keeping them. Your current accountant is therefore required to hand them over to you. If that still gets stuck, we can reconstruct the position from the last financial statements, bank statements and documents.

My current accountant did not use Pohoda. Does that matter?

That is not a problem. We take over the account balances and the list of unpaid invoices from the other program, i.e. everything that later periods build on. Older periods stay closed where they were created.

Do I have to come in person to switch?

No. We handle the consultation, the contract and the power of attorney remotely, and we only accept documents electronically. That is why we do the books for companies from all over Slovakia, not just Bratislava.

We handle the takeover for you

Tell us who does your books today and when you would like to start. We will get back to you with a price and a date. No obligation, no pressure.

Free consultation