How Do I Change Gestor De Contabilidad/accountant?

It is suggested that the best time to change your gestor is in the first trimester of the year but not obligatory.

Contact your gestor and advise that you are contracting a new service provider. When you have your new assessor, arrange a date to change over all the data of the client.

Check all the documentation and ask the gestor to make sure that all the documents are handed over.

Carry out checks with the gestor to make sure everything is up to date and all accounts presented up to the date.

If there are still matters pending, make sure that both gestors are aware of their responsibility to deal with these.

The gestor is likely to insist that he is paid up to date before making the changeover.

Please note: The information provided is based upon our understanding of current legislation. It is not legal advice but is provided freely to enable you to be properly informed. We recommend that if you are considering taking action, you should seek professional advice.