Switching accountants: easier than you think
When it is time to switch, what the handover looks like and which documents you are entitled to receive.
Ivana Marić15 May 2026 4 min read
Most business owners delay the switch out of fear of complications. In practice the handover takes a few days when the document list is clear.
Signs it is time to switch
- Answers to simple questions take days
- You only see numbers after month-end close
- No proactive optimization suggestions, ever
Handover steps
- Terminate the contract respecting the notice period
- Collect the accounting records and trial balance
- Transfer the e-Porezna authorizations
- Verify open items and opening balances
Need advice on your specific case?
Our accountants and tax advisors answer real-world questions – no strings attached.
Contact us