People usually switch accountants when they don't get answers in time, learn about a penalty only when the decision arrives, or don't understand what they are paying for. Switching is not complicated and needs nothing at the Business Registers Agency (APR): your company stays the same, only the person keeping the books changes.
How the switch works
- A call and a quoteWe learn about your business and give you a fixed monthly quote (how we price). We agree from which month we take over.
- Telling your previous accountantYou let your previous accountant know and agree who files the returns for the last month. If you like, we help with the list of what should be handed over.
- AuthorisationsOn the ePorezi portal you authorise our firm to file returns on your behalf, and on SEF you give us access for e-invoices. Each takes a few minutes.
- Handover of recordsWe take over the books and records, ideally with a signed handover list.
- Checking the opening positionWe check the opening balances, your account with the Tax Administration and open liabilities. If something is wrong, you find out now, not a year later.
What is handed over
LLC and proprietor with books
- Trial balance, general ledger and sub-ledgers
- Last year's financial statements and tax balance sheet
- VAT returns and records (if VAT-registered)
- Payroll calculations and employee data
- Fixed-asset register
- Contracts, decisions and company acts
Flat-rate taxpayer
- KPO ledger
- Flat-rate tax decision
- Issued invoices and turnover for tracking the RSD 6 million limit
- Access to ePorezi through an authorisation
The books and records belong to your company, not to the accountant. If something on the list is missing, tell us: together we work out what is really needed and how to fill the gap.
Why clients move to us
- Reachable: phone, Viber and WhatsApp. A question doesn't wait a week.
- Experience: a family firm since 1990, now in its third generation.
- Clear price: a fixed monthly quote, no surprises on the invoice.
- Advice up front: we tell you what pays off before you decide, not after.
- In English: foreign owners work with us directly, without a translator.
We keep the books for flat-rate taxpayers, sole proprietors and LLCs, including the IT sector and everyone working with clients abroad.
FAQ: switching accountants
When is the best time to switch accountants?
The start of a year or of a month is simplest, because it is clear who is responsible for which period. But you can switch at any time. What matters is agreeing in advance who files the returns for the current and previous month.
Does my previous accountant have to hand over the records?
The books and records belong to your company, not to the accountant. The usual practice is a written handover with a list of what was delivered. If it gets stuck, we help you specify exactly what is missing.
What if my previous accountant made mistakes?
That is why we start by checking the opening balances and your account with the Tax Administration. If we find problems, we tell you what they are, how serious they are and how to fix them, before they get more expensive.
How long does the switch take?
Authorisations take a few minutes, and the handover of records usually takes from a few days to two weeks, depending on the previous accountant. Deadlines don't stop in the meantime, so we track them from day one.
Does this work for flat-rate taxpayers too?
Yes, the process is the same, just shorter: we take over the KPO ledger, the flat-rate tax decision and turnover data for tracking the limit, and you authorise us on ePorezi.
Thinking about switching?
Get in touch. In a short call we'll explain how the switch would go and what keeping your books with us would cost.
Request a quote PricingNote: this page is informational and does not constitute tax or legal advice.