A real person is here to listen to you and find the accountant who’s truly right for you. The transition is simple. Free, with no obligation.
You’re switching ?
Can’t reach your accountant? Are fees going up? Is your accountant retiring? Or is it just no longer the right fit? Switching is easier than you think. Your new accountant will take over your files and ensure continuity.
How to Switch Accountants
Simple, fast, and free. You stay in control from start to finish.
Describe your business and your needs in 2 minutes. It’s free and there’s no obligation.
An advisor will listen to your needs and match you with the right accountant, all vetted, with as many profiles as you need.
You can choose with confidence. And if it doesn’t work out, even after six months, we’ll find you another one, for free.
A true advisor takes the time to understand your situation. Not an algorithm.
100% free for you. No hidden fees, no commitment.
Vetted accountants from our network, ranked by our Trust Index.
If it doesn’t work out, even later on, we’ll find you another one. We’ll be there for you as long as it takes.
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The same search, only better, and free of charge.
Frequently Asked Questions
Your new accountant will handle it: they’ll request the transfer of documents and ensure a smooth transition. This is a common procedure.
No. Most transitions happen seamlessly. The new accountant picks up where the previous one left off.
Ideally, this should happen between two fiscal years, but a good accountant can handle the transition at any time.
Yes. The matching service is free. You only pay your accountant.
On average, about $3,000 per year, ranging from $500 to $6,000 depending on the industry: these are the actual prices from the Bankeo Fee Barometer, based on over 15,000 requests. Switching costs nothing extra: you only pay your new accountant. The Bankeo service itself is free and requires no commitment.
Your Situation
No matter where you are in the process, we’ll connect you with the right accountant, for free, and we’ll be there for you every step of the way.
Meet the accountant who gets everything organized from the very beginning.
View this situation →An accountant to help you catch up, quickly and without judgment.
View this situation →We’ll find the right match, and the transition will be simple.
View this situation →An accountant who keeps track of your growth, payroll, and business decisions.
View this situation →An accountant to handle your taxes and deductions, it’s that simple.
View this situation →An accountant to handle the transaction and tax matters.
View this situation →A real person listens to you, finds the right fit, and stays by your side.
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