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Free printable checklist

Bookkeeper transition checklist

Check items off on screen, print it, or download the PDF. For the reasoning behind each step, read Before You Fire Your Bookkeeper.

JRK Financial

Before You Fire Your Bookkeeper: Transition Checklist

Make sure your financial records, systems, and business operations are protected before making the switch.

Accounting Records

Obtain a complete copy or backup of accounting records.
Download current financial statements and reconciliation reports.
Collect bank statements, receipts, invoices, and supporting documents.

Software & Account Access

Confirm owner/admin access to QuickBooks or other accounting software.
Verify access to payroll, payment processors, and connected applications.
Securely transfer account ownership and establish independent login credentials.

Outstanding Work

Identify unreconciled accounts and uncategorized transactions.
Document unpaid bills, outstanding invoices, and upcoming deadlines.
Request a summary of unresolved bookkeeping issues.

Professional Handoff

Schedule a transition meeting with the outgoing and incoming bookkeepers.
Document recurring transactions, workflows, and accounting procedures.
Confirm that the new bookkeeper has received the necessary records and access.

Final Steps

Verify that critical records are complete and accessible.
Revoke the former bookkeeper's access when appropriate.
Update account credentials and security permissions as needed.

JRK Financial · jrkfinancial.com

An organized handoff protects your business. Educational guidance; consider your agreement and applicable law.

Planning a switch? See how a careful bookkeeping transition works with JRK Financial.

JRK Financial

Bookkeeping and financial clarity for growing small businesses.

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