Lead Generation
Switch Accountants
Guidance for owners who want to move to an accountant who explains the numbers clearly.
What business owners can expect
Clear records
Felmeg focuses on information organised enough to support compliance and decisions.
Plain language
Accounting, tax and payroll matters are explained in business terms.
Long-term support
The message is bigger than once-off submissions: stay compliant, understand numbers and plan ahead.
A controlled handover
Switch accountants without losing sight of records and deadlines
Changing accountants should begin with clarity about what has been completed, what remains outstanding and which records are available. Felmeg can help you organise the handover and establish a more useful ongoing routine.
Discuss the position
Explain why you want to move, which services you need and any urgent concerns.
Gather records
Collect accounting exports, financial statements, SARS information, payroll records and company documents.
Plan the transition
Agree responsibilities, outstanding work, timing and the monthly process going forward.
Useful handover information
- Latest financial statements and management reports
- Accounting-system access or data exports
- SARS registration and submission information
- Payroll reports and employer records
- CIPC documents and correspondence
- A list of outstanding questions and deadlines
Speak to Felmeg
Call, WhatsApp or email Felmeg directly. There is no website contact form, so enquiries go through practical channels business owners already use.