Here at SDE we will make the transition from your previous accountant smooth and hassle free.
So, as we begin this journey, we wanted to inform you about the steps we take in changing accountants and how we approach our new engagement with you.
Letting your previous accountant know
We take care of this for you by sending your previous accountant an "Ethical Letter". This is normal procedure within our industry as a matter of professional courtesy. It has two purposes:
- To ensure that there is no ethical or professional reason why we should not accept the appointment; and
- To obtain relevant binders and file information necessary to start working with you.
Registering SDE as your Agent with Regulatory Bodies
As your new accountant we will register as your nominated agent with the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) if applicable.
This will ensure that we are nominated as a point of contact for your business and our address will be listed with these regulatory bodies. It will also ensure that you are eligible for all lodgment concessions that are available.
Letter of Engagement
As your new accountant we are obliged to send you a 'Letter of Engagement' which sets out the expectations and obligations of both SDE and yourself.
Why SDE as your Accountant
SDE comprise an extremely dedicated team of qualified accountants who have vast experience across many industries. We will provide you with timely advice that is beneficial to you and your personal situation. We have very high professional standards and quality control measures in place to ensure that we always provide you with the best possible service and advice.
We strive to ensure that as a new Client of SDE Accountants you are always well informed and we are always upfront about how we do things.
A fresh start
In no time at all your accounting information should have been transferred and you will be safely on board with SDE, your new accountant.
So, congratulations for taking action and making a change. We are sure you will be glad you did.