Making The Switch
We get it—changing accountants can feel daunting. You know you need a better fit, but the thought of awkward conversations and complicated admin makes you want to bury your head in the sand. The good news? It’s much simpler than you think, and you don’t have to handle it alone.
​​At myQuarterly, we take care of the switch for you. Once you’ve decided to move, we’ll contact your current accountant to request professional clearance and gather all the necessary documents. They will then reach out to you to confirm your choice before passing things over. If you’d prefer to give them a heads-up yourself, you absolutely can—it depends on your working relationship and whether you feel it’s necessary. Either way, we’ll make sure the process is smooth and hassle-free.
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From the first step to the last, we’re here to guide you. We’ll get your accounts set up, introduce you to the software we use (if needed), and make sure you have everything in place to move forward with confidence.
Switching shouldn’t be a headache—
it should be a step towards a better experience.