There could be several reason why you want to switch to Arvo from your current accountant and we don’t blame you for that.

Switching Accountants Made Easy

  • Chat it.

    It all begins with a chat, we will agree on your goals for the coming 12 months and what services you require not what your accountant wants to do for you.

  • Sign it.

    We will need you to sign some documentation to formally instruct us to become your accountant and some standard items such as Anti-Money Laundering checks

  • Farewell it.

    In our experience, having a quick conversation (or by email if you’re not comfortable having that conversation) with your current accountant to advise that you’re making a switch helps speed up the process.

  • Requesting It.

    We will need to send a professional clearance request (a letter) asking for your current accountant to provide us with copies of the historic information linked to the work they have completed for you.

  • Receiving it.

    We will get all the requested documentation from your current accountant and that’s the process done and dusted.

  • Grow it.

    That’s it. You’re now officially working with the team at Arvo and we can’t wait to help you take your business to new heights.

Get in touch.

Want to talk something over? Leave a message and we will be in touch to chat it through.