Bookkeeping takeover: what the owner should prepare

Switching accountants goes smoothly when the owner hands over not only login details but also how the business actually works. The list below is not a statutory requirement; it is what MPI Systems most often asks for in the first week of a handover.

What is worth preparing?

• The company's articles of association, extract from the company register and the current signing rules.
• The last published financial statements and the general-ledger extract for the current year.
• Bank statements, cash records and access to the invoicing software.
• Authorisations for NAV Online Invoice, Ügyfélkapu+ and the payroll software.
• Contracts, leases, loan agreements and the fixed-asset register.

Dates matter

A handover in the middle of a close always needs more reconciliation. If you can, time the switch to a month-end or a quarter-end, and ask the previous office for a closing pack in writing as well.

If you are planning a bookkeeping takeover in Budapest, write to us: we will review the document list and tell you what we can start from.