Bookkeeping Handover Form
Complete this form to document and transfer bookkeeping responsibilities. All details are required for a smooth transition.
Business/Client Name
*
Handover Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Outgoing Bookkeeper/Accountant Name
*
Incoming Bookkeeper/Accountant Name
*
Reporting Period Covered
*
Accounting Software or System Used
*
List of Active Accounts or Entities
*
Outstanding Tasks or Reconciliations
*
Access or Resources Being Transferred
*
Notes or Instructions for the Next Person
Submit Handover
Should be Empty: