We get it. It can be tough to make the move to a new accountant. Your current person may not be very responsive, you might even worry that they may be missing opportunities to save you money… BUT you must trust them to some extent, and they are probably a perfectly nice person. BUT it’s your time and money, and you need to protect both.
We regularly manage these awkward situations by making the process 100% professional. With your authorization, we send a letter with all the information required to share the proper information with us, so we can take over seamlessly. No direct communication on your part is necessary.
If you are ready to make a change, we make it happen.