AI bookkeeping. VAT workflows. Human-verified accounting support. View pricing
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Looking to Switch?

A reliable transition that doesn't leave you exposed.

Your current bookkeeper is unreliable, or the in-house hire has become a bottleneck. Switching feels risky — gaps in the transition can hurt. Aicountants onboarding is staged so you're never left without current records.

The problem: switching bookkeepers or accounting providers carries real risk. You might lose data, face a gap in coverage, or discover post-switchover that important historical records are messy. Staged onboarding means we overlap with your current provider, validate the data handover, and ensure nothing falls through.

Staged Transition Process

Overlap, validate, handover. No gaps.

1

Data Review

We review your existing records, accounting setup and any outstanding issues with your current provider.

2

Parallel Run

Both providers process transactions for 4-6 weeks while we validate data accuracy and flag discrepancies.

3

Reconcile

We reconcile both sets of records, identify and fix any differences, and ensure a clean handover.

4

Cut Over

Your old provider is removed from the account. Aicountants takes over full bookkeeping. No service gap.

What We Validate

Transition checklist — yours to review every step

You're in control. We prepare the data, document the handover, and you review it before we cut over. Nothing happens without your sign-off.

  • Opening balances match across systems
  • Chart of accounts is complete and reconciles
  • Bank transactions for the period are accounted for
  • Unreconciled or outstanding items are identified
  • Any discrepancies are explained and corrected
  • All supplier and customer records are migrated
  • VAT position and outstanding returns are clear
Transition validation checklist
Why This Works

Peace of mind through careful handover

Overlap & Validation

No data loss. No surprises.

  • Parallel runs mean nothing is lost or forgotten. Both systems work until you\'re confident.
  • Discrepancies caught early, not discovered months later by your accountant.
Control & Support

You stay in control.

  • Review and approve every step. No black-box transitions you don\'t understand.
  • Named support through the entire transition — not just an anonymous ticket queue.
Next Step

Let's plan your transition.

Tell us about your current situation, what's not working with your current provider, and when you'd like to make the switch. We'll outline a transition plan and timeline.

Book a Discovery Call
Explore Further

Related pages

Services

What we deliver day-to-day.

For Businesses

All situations we support.

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