Originally posted by wokingcontract
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When you then transfer onto FreeAgent, you can upload the bank statements in CSV files quickly for the current accounting period. Then it will only be the invoices, expenses and mileage claims for the current year that need to be entered manually.
The handover process should be simple and easy to complete. You'll likely have a 30 day notice period and so this should be enough time for both your previous and new accountant to let you know who will be responsible, so nothing is dropped in the middle!
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