Compliance, continuity, clarity—your first 90 days mapped and delivered.
Switch accountants without disruption, penalties, or hassle.

Trust badges: Updated Oct 2025 · UK-specific · 8-page checklist

You’ll feel in control from the start

• You know exactly what to do next—one clear checklist.

• You avoid gaps: deadlines mapped; authorisations handled.

• You keep momentum: software live, bank feeds stable, month-end agreed.

What’s inside (all 14 points)

• Discovery call booked & AML/KYC ready

• Professional enquiry (“clearance”) to outgoing firm

• Engagement letter signed (scope, fees, responsibilities)

• HMRC agent authorisations (SA, CT, PAYE, VAT, CIS)

• VAT digital handshake completed (ASA flow)

• Remove old agent access where appropriate

• Data pack requested (TB, journals, FAR, VAT, payroll RTI/YTD, CIS, YE papers)

• Software access granted; bank feeds checked

• Companies House authentication code confirmed/requested

• Deadline calendar mapped (PAYE 22nd; VAT one month + 7 days)

• Opening balances reconciled & documented

• Month-end cadence agreed (who does what, when)

• 52-week rolling forecast switched on (cash, VAT, PAYE, CT)

• 30/60/90-day reviews scheduled