Accounting is one of the most important pillars of any business. However, many entrepreneurs end up dissatisfied with the accounting service they hire. Whether due to lack of support, unexpected charges, bureaucratic processes, or simply poor service, switching accountants may be the best decision to ensure the financial health of your business.

But after all, can I switch accountants at any time? How does this process work? And, most importantly, how do I migrate my accounting without harming my business?

If you are dissatisfied with your current accountant and want to make a safe transition, keep reading this article.

Can I switch accountants at any time?

Contrary to what many think, there are no legal restrictions that prevent a company from changing accountants. This means that you have full freedom to choose a new accounting firm whenever you feel the need.

However, for the transition to occur smoothly, it is essential to follow some strategic steps, ensuring that all accounting and tax information of the company is correctly passed on.

Main reasons to switch accountants

The decision to change accountants usually occurs when the service provided does not meet the company's needs. Some signs that it’s time to switch include:

1. Lack of support and poor communication

If you have difficulties getting quick answers and clarifications about your accounting, this is a strong indication that your accountant is not fulfilling their role adequately. A good accounting service should offer continuous and transparent support.

2. Recurring errors in accounting

Errors in tax assessments, incorrect issuance of guides, or mistakes in accounting records can lead to fines and tax complications. If this happens frequently, your company may be exposed to unnecessary risks.

3. Charging abusive or non-transparent fees

Many entrepreneurs find out too late that they are paying more than necessary for accounting services. If you feel that the cost-benefit ratio is not worth it, it’s time to consider a change.

4. Lack of updating with new technologies

The accounting market has evolved, and modern firms use digital systems to optimize the fiscal and financial management of companies. If your accountant still operates in a manual and bureaucratic manner, your company may be losing efficiency.

5. Problems in meeting fiscal and tax obligations

If your company has already missed important deadlines or faced issues with the tax authorities due to accounting negligence, there's no doubt that you need a more reliable service.

How to switch accountants safely

Now that you have decided to change accountants, it is essential to follow a step-by-step process to ensure that this transition occurs smoothly. Here’s how to do it:

1. Choose a new accountant before terminating the contract

Before notifying your current accountant of your departure, it is crucial to have already chosen the new accounting firm. This way, you avoid being without accounting support during the transition process.

2. Check your current contract

If there is a formal contract with your accountant, review the clauses regarding termination and prior notice. Some firms require a minimum notice period before the change.

3. Request all essential accounting documentation of the company

The current accountant must provide all essential documents for the new accounting, including:

• Daily and Ledger Book

• Tax returns from previous years (SPED, DEFIS, DCTF, etc.)

• Tax and duty payment guides

• Payroll and labor obligations

• Articles of Incorporation and contractual amendments

If the accountant refuses to deliver these documents, the company has the right to request these records directly from the competent authorities.

4. Notify the Federal Revenue and competent authorities of the change

The new accountant will be responsible for updating your data with the Federal Revenue and other regulatory agencies. This is essential to ensure that all the company’s records are aligned with the new accounting.

5. Update bank registrations and internal systems

If your company uses financial management systems integrated with accounting, it is important to update the accesses and configure the integration with the new firm.

How Beorange can help with accounting migration?

Beorange offers a simple, safe, and unbureaucratic migration process, ensuring that your company has the best accounting experience possible.

Why choose Beorange for your accounting?

• 100% digital process: your migration is done without paperwork and without complications.

• Modern and intuitive platform: access to accounting reports, issuance of invoices, and tax management all in one place.

• Secure document storage: our system protects all your tax and accounting data, ensuring easy and secure access whenever you need it.

• Specialized support: agile support and personalized consulting to help your company grow.

If you want a modern, transparent, and efficient accounting service, Beorange is the ideal solution for your business.

Make your migration now!

Don’t take risks with inefficient accounting. Contact Beorange and discover how easy it is to switch accountants without bureaucracy and with total security!