Initial conversation
We review your structure, current obligations and expectations. With no commitment.
File transfer
Change accountants, without disruption.
A file transfer requires preparation. We map your current deadlines, request the necessary records from your previous adviser in line with professional practice and confirm in writing what we are taking over.
Discuss my file transfer →We will get back to you within two working days.
How it works
01 — 04File review
We identify the documents required and the deadlines that need covering over the coming weeks.
Structured transfer
The request to transfer the accounting records is sent to your previous adviser in line with professional practice.
Continuity secured
We take over the current VAT and tax calendar and confirm every deadline handled.
What we need from you.
No sensitive document should be sent through the public form. We will direct you to the appropriate secure channel after our first conversation.
- The company's identification details, including its company number and articles.
- The latest annual accounts filed with the National Bank.
- VAT returns for the current financial year.
- Read-only access to the accounting journals or your invoicing software.
- A list of tax deadlines falling within the next three months.
Frequently asked questions
Is changing accountants complicated?
In the vast majority of cases, no. The transfer is organised around two elements: the accounting records for the current financial year and the upcoming deadlines. We handle the coordination.
Who contacts my current accountant?
Once we have your written agreement, we send the file transfer request in accordance with the professional practices that apply between firms.
What information does JMS require?
The company's identification details, its latest filed annual accounts, recent VAT returns, access to its accounting journals and the list of current deadlines.
What happens to my VAT and tax deadlines?
They are mapped as soon as the file is reviewed. We confirm in writing who is responsible for each deadline, ensuring that none is left unassigned.
How long does the transfer take?
The initial conversation and file review generally take a few days. The effective transfer depends on when your previous adviser provides the records.
What can I prepare?
Your latest annual accounts, VAT returns for the financial year, bank statements and, if possible, read-only access to your invoicing software.
Let us take over your file properly.
We will get back to you within two working days.
Discuss my file transfer →