Ready for accounting support that works better for you?
Perhaps you need clearer communication, more useful reports or a better understanding of where your accounts stand.
Changing accountants can feel like another task on an already busy list. UpVue helps you work through the handover, identify what’s outstanding and agree on the next steps—so you can move forward with clarity.
Start with what you need to change
Tell us what’s working, what isn’t and what you want from your next accountant.
We’ll review the information available, your upcoming deadlines and the support you need before confirming the takeover scope and timeline.
Depending on the services you’re moving, we review:
A clear process for your handover
Tell us about your situation
Get a handover checklist
Authorise the necessary requests
Agree on the way forward
Know what’s ready—and what needs attention
You’ll receive a clear summary of:
- Records and information received.
- Missing documents or access.
- Outstanding work identified during the review.
- Agreed next actions and responsibilities.
If earlier records need corrections or catch-up work, we’ll explain what is needed and quote for that work separately.
Questions about switching accountants?
Often, yes. We’ll first review what your current provider has completed, what remains outstanding and any approaching deadlines.
No. Start with what you have. We’ll help you identify the records needed and any gaps to address.
Timing depends on the completeness of the records, software access and responses from your outgoing provider. We’ll confirm a practical timeline after reviewing your situation.
We can review the backlog and scope the catch-up work required alongside your ongoing services.
Handover fees and any historical catch-up or correction work are scoped after review. Your ongoing service proposal will set out the agreed services and fees.
Let’s make your next step clearer.
Tell us what you’d like to improve and when your next filing is due. We’ll help you understand what switching involves and recommend a practical way forward.