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Changing accountants: 5 tips to pay attention to and avoid making mistakes during this process

Finance / Date: 06-22-2025

Changing accountants: 5 tips to pay attention to and avoid making mistakes during this process

The accounting professional must act as a partner to the company in its journey in the market. However, this partnership may not happen as expected. In this case, it is time to consider changing accountants .

Although the process may seem complicated, it is very important for the development of the business. In addition, there are tips that can help make the move simpler and less likely to cause errors.

In this article, you will understand what to consider when changing your accountant. Continue reading and check out 5 tips to avoid mistakes during this process!

What does an accountant do?

Even in small and medium-sized companies, the accountant plays a very important role in the business's performance. After all, their work goes far beyond preparing the company's income tax, for example.

In fact, the professional can act as a consultant for the company, helping with decision-making. In this way, the work of the accountant is essential for the business to remain financially healthy and legal.

Furthermore, the service allows you to have a detailed view of all your business's income and expenses. Among the professional's functions, it is also worth highlighting:

  • manage financial, tax, labor and fiscal activities ;
  • create financial and risk reports;
  • help control cash flow.

To do this, the accountant must record and organize the company's financial and tax issues, as well as perform calculations and analyses. Since the professional has knowledge of the entire financial situation of the business, he or she needs to be an accountant you can trust.

What are the main reasons for changing professionals?

Given the role and importance of an accountant for a company, it is expected that the professional will meet its expectations. If this does not happen, it is possible to resort to another service provider, based on the company's needs.

If your current accountant is not fulfilling his or her obligations, the problem may get worse over time. Therefore, the sooner the issues are resolved, the better. Another reason to change your professional is communication difficulties.

After all, it is essential to be able to communicate clearly and efficiently with the service provider. If problems with the tax authorities arise, for example, they need to be resolved quickly and effectively.

Other factors that can lead to the change of professional are failure to meet deadlines, failure to keep up with changes in legislation or the use of outdated tools. All of these situations can disrupt the relationship between the professional and the entrepreneur, making it difficult to maintain the partnership.

Finally, remember that accounting services have a direct impact on business performance. Therefore, it is essential to make the decision to hire or change professionals carefully.

5 Tips for changing your accountant

With the exception of individual micro-entrepreneurs, all companies are required by law to have an accountant . Therefore, if you are not satisfied with the work of your current professional, it is essential to know how to change him/her.

Check out the following 5 tips:

  1. Check the professional's registration

Registration with the Regional Accounting Council (CRC) is mandatory for all accounting professionals. It allows the practice of the profession, as it proves that the accountant is regulated and works legally in the area.

The main functions of the CRC are to monitor professional practice and establish standards and principles that must be followed by all accountants. Therefore, being registered with the council guarantees the credibility of the accountant and proves that he or she is able to practice the profession in an ethical and competent manner.

In this sense, when changing accountants, the first thing you should do is check whether the service provider is duly registered with the board in your state.

  1. Analyze the service

With the current demands of companies, responses must be quick and accurate. Therefore, when it comes to changing professionals, you need to ensure that the new accountant will be ready to assist you at any time.

To do so, it is worth evaluating all of the service provider's communication channels, such as email, telephone, website and social media. Availability, speed and friendliness are important characteristics in customer service — and should be considered before closing the deal.

In addition to faster responses, this relationship helps to establish a long-lasting bond of trust. After all, this is essential for the success of the partnership.

  1. Check the accountant's qualifications

Another point you should consider when changing accountants is to find a professional who specializes in the area of ​​your business. This way, they will have more technical knowledge to provide the necessary accounting services.

Furthermore, it is important to seek qualified and experienced professionals. They must keep themselves up to date, especially with regard to tax and labor laws. This skill must also be linked to the ability to solve problems and apply concepts.

To ensure that the accountant has the necessary skills, you can contact the professional and talk about the main difficulties of your company. This way, it is possible to analyze whether the solutions presented meet your expectations.

  1. Ask for recommendations

If you are having trouble finding a professional, it is a good idea to ask other entrepreneurs for recommendations. If they are satisfied with the service provided, there is a greater chance that you will also benefit from hiring them.

From the references, select the accountants you are interested in and schedule a meeting. This is an essential step to understand whether they can help you with your business — after all, each company is unique and requires specific solutions.

  1. Know the tools used

It is also important to consider whether the accountant uses the appropriate technologies to meet your needs. After all, there are already tools on the market that facilitate the financial control of your company.

This way, it is possible to gain efficiency and competitiveness. A good business finance control system prevents errors and optimizes tasks. Therefore, it is essential that the professional works with modern tools that meet the needs of your business.

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