A.L.E.X.
Service · accounting and bookkeeping

Changing accountants without the dread

We take over against an inventory: first you see what is actually there, and only then you decide. We will not frighten you or blame your predecessor.

What you get
  • →We startwith an inventory, not conclusions
  • →You getthe list of what is missing
  • →The toneno blame
The exact scope and timing are fixed after the diagnostic — before that nobody has an honest picture.
Outcome

What stays with you afterwards

An inventory of what exists

Not "it is all bad" and not "it is all fine" but a list: the ledger, the documents, the access, the filings, the loose ends. You can make a decision with it.

A list of what is missing

What is absent and who to request it from. Separately: what can be reconstructed by us, and what needs the previous accountant.

A step-by-step handover

What comes first, what comes second, which deadline is nearest and what must be ready for it. The move stops being a leap in the dark.

Who it fits

When people come to us with this

Changing accountants frightens people not by its difficulty but by its darkness: it is unclear what you are actually receiving.

Your accountant is leaving

Still working, but has given notice. This is the best moment for a handover: the person is there and can answer questions.

Your accountant has already gone

A ledger, some folders and nobody to explain them. We work through what is there and list what is not.

It was kept "as a favour"

A friend helped, returns were filed, nobody asked questions. We look calmly and without judgement — the task is not to find the culprit but to understand the state.

The contractor stopped replying

The least pleasant story. We start with what can be recovered without them and say what will be needed for the rest.

How the work goes

A clear order, no surprises

1 · A conversation

Half an hour about your business: what you do, which tax regime you are on, who keeps the books today and where exactly it hurts. Without this any review turns into a form.

2 · The review

We look at what is actually there: documents, the ledger, the deadlines, the loose ends. You get the picture and an order of work — what we take on at once, what gets fixed along the way, what the partner accountant handles.

3 · The work and a short summary

We work through the order, and once a period you get a short summary in plain words: what was done, what is coming, what looks odd. Not "all fine" but a list.

The figure is named in a quote for your task, once it is clear how many documents come in per month, which tax regime you are on and what state the books are in. There is no price list here on purpose: a "from" figure without the scope behind it is bait rather than a price, and you cannot compare two offers by it.

Straight talk

What we do ourselves and what we do with partners

We do this ourselves

An inventory of the state, a review of documents and access, a list of what is missing and a step-by-step plan — our own working setup: we hand work over to each other the same way.

A calm tone: the review shows the state of the books, not the culprit. We will not frighten a client with someone else's mistakes in order to sell — and on this market that is the rarest thing on offer.

We build this out for you

Reconstructing the books for past periods we build out together with the partner, and we name the scope after the inventory, not before. Before it, any figure here would be invented.

We run this with a partner

Judging whether past calculations were right, reconstructing the books and everything requiring professional judgement is led by the partner accountant.

We do not provide audit: it is a licensed activity. If what you need is an audit opinion, we will say plainly that it is not us.

The bookkeeping itself is done by our partner accountant, and we say so plainly rather than hiding it in a footnote. We remain your single point of contact: we pick the person, set the task, watch the deadlines and answer to you for the result. The contract names the performer honestly — no "we do everything in-house".

Questions

What people usually ask

What if the previous accountant will not hand things over?
We start with what can be gathered without them: bank statements, counterparties' documents, data from the accounting software. It then becomes visible what genuinely remains only with them — and the conversation is about a short concrete list rather than about everything at once.
Will you say everything is terrible in order to sell?
No. We hand over an inventory of the state, and it is built so that you can check it: each point says what the conclusion rests on. If the books are in order we will write that, even though it means less work for us.
How long does it take?
The inventory is the quickest part; we name the timing after a first look at the volume. Reconstruction for past periods is estimated separately and only after the inventory: before it, any date would be made up.
Can we switch without stopping work?
Yes, and that is how it usually goes: current dates are held by the calendar while the review of the past runs alongside.
Enquiry

Let us look at your task

Tell us about the business: what you do, which tax regime you are on, who keeps the books today and what you want to change. We answer during working hours and say where it is honest to start in your case.

We call back during working hours. No figures, statements or documents are needed at this step — words are enough for the first conversation. The company field is optional; if you fill it in, we look up the public records beforehand and come prepared.