How to Switch to Accounting Outsourcing Without Stopping Your Business: Step by Step

The main fear when changing accountants or switching to outsourcing is that the accounting will "grind to a halt" and documents will get lost. In practice the transition goes smoothly if you act to a plan. Here's how it usually works.

Step 1. Introduction and assessment

A short call or meeting: we study your business, tax regime, volume of operations and how the accounting was kept before. This makes the scope of work and the cost clear.

Step 2. Contract and NDA

We fix the terms and price in a commercial proposal, sign the contract and a confidentiality agreement. You know in advance what the service includes and how much it costs.

Step 3. Accepting the books under an act

The most important stage. We take over the accounting carefully:

• we check the state of the accounting and record the balances;
• we receive the 1C database and source documents under a handover act;
• we reconcile with the budget and counterparties so as not to lose loose ends from past periods;
• we compile a list of what needs to be restored or completed.

The handover usually takes from a few days to two weeks — and the company keeps operating the whole time.

Step 4. Bookkeeping and reporting

From then on the team keeps the books, calculates taxes and payroll, files reports on time and stays in touch on current matters. You get a predictable result and a payment calendar instead of anxiety before every reporting date.