Client transfers done right

A client deciding to change accountants is a routine part of practice – and managing the transition professionally is important. When a client moves on, the handover can raise a range of ethical and practical questions. Here’s how to navigate them. Click to read the article Welcome to Acuity On Air, the playlist where the pages of Acuity Magazine come to life. Dive into our curated selection of narrated audio articles that explore the latest in business, career development, and the economy. Gain key insights from strategic thought leaders, uncover expert analysis, and stay ahead of the curve with content designed to inspire, inform, and ignite your professional journey. Chartered Accountants Australia and New Zealand publishes six podcasts, providing commentary and thought leadership across business, finance, and accounting: The Acuity Podcast Acuity On AIr Small Firm, Big Impact Shaping the Practice of Tomorrow Gen CA Making It To The Other Side Search for them in your podcast app. This episode includes AI-generated content. See omnystudio.com/listener for privacy information.