Closing the fiscal year

The tax year is a key moment in accounting. The end of the year allows for:

• Closing of accounts by the previous office.

• Settlement of all liabilities for the past year.

• Transfer of complete documentation to the new office without the need to divide responsibilities between two entities.

A clean start to the new year

The new accounting office starts working in January, which means that:

• All accounting operations from the beginning of the year will be conducted in a uniform manner.

• You will avoid problems related to possible data transfer during the year, which could lead to errors or inconsistencies.

Minimizing complications

Change during the year requires:

• Handover of current documentation.

• Corrections or additions to the books by the new office, which can be time-consuming and expensive.

• Potential risk that the previous office will be reluctant to provide full documentation.

Managing relations with offices

• Since the beginning of the year, the new office has been taking over communication with tax offices and ZUS, which helps avoid misunderstandings related to the division of responsibilities during the year.

Transparency in the contract and costs

• The new year is an opportunity to sign a new contract and establish the terms of cooperation. You can negotiate the terms better if the entire cooperation starts at the beginning of the year.

The most common reasons for dissatisfaction with an accounting office

A client may be dissatisfied with the service provided by an accounting firm for various reasons. Here are the most common:

1. Accounting errors

• Incorrect accounting – maintaining records in a manner inconsistent with the regulations.

• Failure to meet deadlines – delays in filing tax returns.

• Lack of accuracy – errors in tax calculations leading to corrections and additional costs.

2. Poor communication

• Difficulty in contact – lack of quick answers to questions.

• Lack of proactivity – lack of information about changes in regulations.

• Unclear explanations – using complicated language instead of clear messages.

3. Lack of professionalism

• Inadequate customer service – dismissive approach or failure to tailor services to the needs of the company.

4. High costs in relation to the quality of services

• Hidden fees.

• Low quality of service compared to the costs incurred.

5. Documentation problems

• Loss or improper storage of documents.

• Lack of access to real-time data.

6. Problems with updating knowledge

• Ignorance of current regulations.

• Lack of advice on tax optimization.

7. Lack of support during inspection

• Reluctant to represent the client.

• Transferring responsibility for mistakes.

8. Insufficient flexibility

• Lack of modern tools.

• Standard solutions that do not meet customer needs.

Summary

Dissatisfaction with the service provided by an accounting office usually results from a combination of factors that affect the client’s trust, comfort of cooperation and financial stability.

If you are dissatisfied with your current accounting firm’s services, changing at the beginning of the new year allows for a more orderly transition and minimizes the risk of errors in settlements.