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MAKTUB Assessoria Contábil e Fiscal
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Switching accountants

We migrate your company without you having to speak to the previous accountant.

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What's included

  • Formal request and review of your accounting records
  • Assessment of pending items and liabilities
  • Clearing overdue obligations
  • Transition without interrupting your invoicing

Need something that is not on the list? We quote it separately and only proceed after your written approval — no surprises on the invoice.

Changing accountants tends to be postponed out of one specific fear: that the current one will obstruct the exit, hold on to documents, or leave something outstanding that only surfaces later. It is a legitimate worry, and it is exactly what a well-run migration solves.

You do not have to speak to your former accountant. Communication between firms is routine in the profession, and we handle that part. What you do is decide and sign.

There is also no wrong date to switch. There is a right sequence, so that no obligation falls into the gap between the two firms — which is the only real risk of the move.

  1. 1. A review before anything is signed

    We check the company's tax position on the public portals: outstanding items at the Receita, instalment plans, late filings, FGTS standing. It is free, and it exists so you know what you are inheriting before deciding.

  2. 2. Requesting the records

    We formally request the files, balance sheets, ledgers and access credentials from the previous firm. Handing over a client's documentation is a professional duty, and the formal request exists precisely so that it does not depend on goodwill.

  3. 3. Checking what arrived

    Received is not the same as correct. We check whether the filings match what was booked, whether any obligation is missing and whether the chosen regime is still the best one. It is common to find a saving sitting here unused.

  4. 4. A transition with no gap

    A cut-off period is agreed: up to a given month the previous firm is responsible, from a given month we are. This goes in writing, so that no obligation is left orphaned.

  5. 5. Clearing whatever is outstanding

    If the review found late filings or outstanding items, we set out the plan to clear them — and you know the cost beforehand, not afterwards.

O que você precisa ter em mãos

  • CNPJ and the company digital certificate, or willingness to issue one
  • Articles of association and amendments
  • Name and contact details of the current firm
  • The most recent payment slips and filings you have to hand
  • Portal access credentials, where you already hold them

Perguntas frequentes

Do I have to tell my current accountant?
Not on your own. Communication between firms is routine, and we lead it. If you would rather tell them yourself, that is fine — but it is not a condition for starting.
What if they refuse to hand over my documents?
The documentation is yours, and handing it over is a professional duty. A formal request usually settles it. When it does not, much of what matters can be rebuilt from the public portals, to which the company has its own access.
Is there a right time of year to switch?
No. The turn of the year is convenient because it closes a financial period, but switching in any month works as long as the cut-off is agreed in writing. Postponing because of the date usually costs more than the switch.
Will I pay twice in the month of the change?
Not with us. The transition month is settled in the proposal, precisely so that there is no overlapping charge.
What if an old liability turns up later?
That is why the review comes before signing: the aim is that nothing surprises you. If something does slip through, we show what it is, which period it belongs to, and the cost of clearing it — without folding it into the monthly fee unannounced.

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