Many stay with a fiduciary that no longer fits longer than necessary: out of fear of the effort. Yet with a little planning, a switch is straightforward.
When a switch makes sense
Availability, clear language, fair and transparent fees, and a contact who knows your business — when these are missing, it costs more than just nerves. A generational change or a lack of digitalisation are also good reasons to reorient.
A switch is possible at any time in principle. In practice, the turn of the year is convenient because accounting and settlement periods can then be cleanly separated.
A fiduciary switch rarely fails on the substance, usually only on the fear of the effort.
Preparing the handover
At the heart of it is the full release of your documents: accounting data, receipts, payroll data, contracts and access rights. Your previous fiduciary is obliged to hand over your own documents to you.
We coordinate the handover directly and gather open points in a structured way, so that as little effort as possible falls on you. A short handover list prevents anything from being forgotten.
Deadlines and powers of attorney
It is important not to lose sight of ongoing deadlines during the switch, for example tax returns, VAT or payroll settlements. Powers of attorney with authorities and insurers should be properly rewritten.
At the start we review together which deadlines are pending and take over the reassignment of the powers of attorney. That way no gap in support arises.
Checklist for the switch
- Request accounting data and receipts in full
- Hand over payroll data and ongoing pension notifications
- Note open deadlines (tax, VAT, payroll)
- Rewrite powers of attorney with authorities and insurers
- Set the handover date, ideally at the turn of the year
We accompany fiduciary switches regularly and take the coordination off your hands. Get in touch — the first conversation is free.
