Whiz Consulting

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  • 100+

    Clients Served

  • 5000+

    Invoices Processed Per Month

  • 200+

    Completed Projects

  • 15000+

    Reconciliation in a Month

  • 250+

    Completed Projects

Switching to a New Accountant is Now Effortless

The process of switching to a new accountant can feel overwhelming. At Whiz Consulting, we make the process seamless by addressing troubles such as communication, trust issues, and data security. Our team of experts ensure that your transition is smooth, so you can focus on growing your business while we take care of your financial needs.

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How Can You Seamlessly Switch to a New Accountant?

  • Start with a Free Consultation
    Discuss your current challenges and future goals with us, and we’ll guide you through the switch with ease.
  • Notify Your Current Accountant
    We’ll help you handle the formalities of informing your existing accountant to ensure a smooth handover.
  • Meet Your New Accounts Manager
    Your dedicated accounts manager will onboard you, understand your needs, and ensure a seamless transition from day one.

Why Choose Us as Your New Accountant?

  • Minimum handholding

    Innovative Workflow

    We leverage cutting-edge technology and best practices to create streamlined workflows that ensure accuracy, efficiency, and timely delivery of your financial reports.

  • 100% Data Security

    Seamless Collaboration

    Our team works closely with you/team to ensure smooth communication and a deep understanding of your bookkeeping needs. Whether it's a quick update or a strategic discussion, we're always just a call away.

  • 3x Faster Onboarding

    Decade of Experience

    With over 10 years of industry experience, we have a proven track record of helping businesses from various sectors stay organized and financially sound.

  • manual efforts

    Dedicated Experts

    Our team consists of highly skilled, certified professionals who are dedicated to supporting your business. From accountants to financial analysts, we have the expertise to handle your unique challenges.

  • Timely Reporting

    Real-Time Insights

    Gain a clear, up-to-date view of your financial health round-the-clock. Our real-time reporting and dashboards provide actionable insights that help you make informed decisions and drive business growth.

  • Accountants

    Cost Savings

    Outsourcing your accounting and bookkeeping with us means lower overhead costs. We offer scalable services tailored to your needs, helping you save on hiring, training, and maintaining an in-house team.

You’re in Safe Hands

From the moment you reach out to us, we prioritize your peace of mind and business continuity. Our dedicated team of professionals will guide you through every step, ensuring a hassle-free transition. With Whiz Consulting, you’re not just hiring an accountant: you’re gaining a trusted partner committed to your financial success.

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Meet the Experts

Get to know the experts driving your financial success.

Prateek Kapoor

A visionary who brings 14 years of expertise in outsourcing, business incorporation, and corporate law, while channeling his competitive spirit into sports and exploring the world.

Prateek Kapoor

Swati Kapoor

A passionate CA with 12+ years of expertise combines financial finesse with creative flair: transforming numbers into success stories while sketching ideas and exploring books.

Swati Kapoor

Varun Chawla

A seasoned senior manager with 12 years in accounting and financial control, he is a CA professional who thrives on balancing numbers, cricket, table tennis, and social welfare. 

Varun Chawla

Yamini Khanna

Dynamic finance expert with 13+ years in financial reporting, budgeting, and cash flow strategies. Xero Advisor Certified, skilled in MYOB, NetSuite, and Business Central, and passionate about cooking. 

Yamini Khanna

Client Testimonials

See how we've helped others achieve their financial goals with personalized solutions and expert guidance.

Have questions in mind? Find answers here...

The very first step to follow when changing accountants is to let your existing one know about the change by scheduling either a meeting or sending a letter. You must handle the situation professionally and request the current accountant to transfer the records to the new one. Give them the contact information of the new accountant so the existing one can complete the transfer. Additionally, you might need to notify the new accountant to relevant third parties.

Yes, there’s a formal process to change chartered accountants in India. You must inform the current accountant through a written notice about 3 months before changing accountants. In case you are switching to a new accountant in the middle of a financial year, you might be required to pay severance fee, as mentioned in the contractual document.

Yes, the new accountant will need access to your financial records to manage accounts efficiently. Without access to these documents, an accountant cannot function properly.

Your accountant will ask for various documents including expense receipts, bank statements, tax deduction details, and other relevant tax relief claims to file for tax returns.

Thousands of business owners trust Whiz to manage their account

Let us take care of your books and make this financial year a good one.

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