Service 07 · Transition
Switch auditors without starting over
Changing auditors is a routine, professional handover. With your consent we contact the outgoing auditor, obtain their working papers and opening balances, and pick up where they left off.
What's included
What you get with this service
Proposal & motion wording
What the board needs for the AGM agenda.
Prior auditor contact
A professional request for files, with your consent.
Opening balances
Reviewed so your first year with us starts clean.
Manager onboarding
Our checklist and timeline sent before year-end.
First-year plan
Extra attention where the prior file was thin.
Why it matters for your condo
Boards often stay with an auditor they are unhappy with because switching sounds risky. In practice, the new auditor does almost all of the work.
1 board decision
Approve the proposal and add it to the AGM agenda.
1 letter
Consent for us to contact the prior auditor.
0 changes
To your records, bank or property manager.
What your property manager will provide
We send these as a dated checklist before year-end, so nothing is a surprise.
- Prior year audited statements
- Signed consent letter
- Prior auditor contact details
Common questions
When can we switch?
Owners normally appoint the auditor at the AGM, so most switches take effect for the next year-end.
Will our current auditor cooperate?
Yes. A professional handover between auditors is standard practice and expected under professional rules.
Fixed-fee proposal
Get a proposal that includes auditor transition
Two minutes, no documents needed. We reply within one business day.
Next step
An audit your board can follow, delivered before the AGM clock runs out.
Tell us about your corporation and we will send a clear, fixed-fee proposal. No documents needed to start.