Your current bookkeeper
Upload · Accounting & migration
Fiona reads Your current bookkeeper from a file or an email — no connection needed.
What happens today
Tell Fiona who you're leaving and she generates the exact document list and a ready-to-send email, tracks what's arrived, and tells you when she has enough to take over cleanly.
Why it matters to your books
The hard part of leaving a bookkeeper isn't the software — it's that you don't know what to ask for, so you ask for 'my files', get a PDF, and discover in March that nobody has the depreciation schedule.
What Fiona reads
- Trial balance at cutover
- General ledger
- Reconciliation reports
- AR/AP aging
- Depreciation schedule
- Payroll and tax filings
How to set it up
- Ask Fiona to start a handover, or open Migration in the workspace
- Send the email she drafts to your outgoing bookkeeper
- Forward each document as it arrives — she checks them off
Questions people actually ask
What's the one document I can't leave without?
The trial balance as of your cutover date. Every other report can be rebuilt from bank statements; the trial balance is the only one that carries your prior years' equity, loans and fixed assets forward.
How much notice should I give?
Two weeks is normal and reasonable. Ask for the documents before you cancel the engagement, not after.
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