Switching accountants in Ontario, explained
Moving to a new accountant or bookkeeper in Ontario is mostly their work, and can be done mid-year.
Switching accountants feels daunting, but most of the work falls on the new firm, not you. Your books and records are yours, and a good firm handles the handoff and catches you up.
What actually happens
The new firm collects your prior records, reconnects your accounts through read-only feeds, brings any backlog current, and takes over the monthly work. It can happen mid-year; you don't have to wait for a fiscal year-end.
What you keep
Your history and records come with you. See switching to taxifi for how the handoff works step by step.
This is general information, not tax advice for your situation. Book a call and a Canadian accountant will give you the answer for your business.
Common questions
Can I switch accountants mid-year?
Yes. A clean handoff can happen any time; you don't need to wait for your year-end.
Will I lose my financial history?
No. Your books and records are yours and come with you to the new firm.