Switching accountants is an afternoon, not a project.
Three steps, one afternoon
A traditional accounting firm keeps your books in their system and bills you every month for the data entry; with Sumly the books are yours, live, the data entry does itself — and answers take seconds.
Tell us you're switching
Start your Sumly account and tell us you're coming from an accountant. Ask the old one for the standard handover documents — that's an email, not a project.
Your opening balances come with you
A dedicated opening-balance flow brings your existing balances into Sumly, so the books pick up exactly where the old ones stop — your history stays intact.
Stop paying for data entry
From here Sumly's AI does the monthly grind and prepares every return for you to review and file. That's the part of the retainer you no longer need — Sumly replaces the bookkeeping work, not the accountant.
Switching is worth about €3,210 a year.
Your yearly bill
Switching questions, answered
The objections every founder has before changing accountant — answered straight.
How do I change accountant in Cyprus?
Three steps: give notice to your current accountant, collect your closing balances and the documents they hold, then bring those balances into your new system. In Sumly that last step is a dedicated opening-balance flow: enter the balances once, your history stays intact, and the AI takes over the monthly bookkeeping from that day.
Can I switch accountant mid-year?
Yes — any month, mid-year included. Cyprus filings are per period (VAT quarterly or monthly, VIES monthly, tax annually), so a switch simply means the new system takes over from the next period. Bring the balances as at the switch date through the opening-balance flow, keep the previous returns on file, and everything after switch day is prepared from complete numbers.
How long does switching take?
An afternoon for the switch itself once you have the balances; a few days end to end if the old accountant needs time to send them. There is no formal registration of a change of bookkeeper with the tax office — what matters is that the next return is filed on time from the new books.
What should I ask my old accountant for?
The standard handover set: your latest trial balance or closing balances, the last filed VAT and VIES returns, the most recent financial statements, the fixed-asset register if there is one, and copies of any documents they hold — invoices, contracts, registrations. You are entitled to your own records, and a clear written request usually settles it. We'll tell you exactly what to ask for, and with those in hand the opening-balance flow picks up where the old books stopped.
How do I transfer my bookkeeping to Sumly?
Enter the opening balances (we walk you through it, or book a free migration and we do it for you), connect your bank read-only, and start dropping documents in. From that day the AI books everything, and your first Sumly VAT return is prepared from your live books like any other.
Do I lose my bookkeeping history when I switch?
No. Your balances come over through the dedicated opening-balance flow, so the story your books tell stays intact. And from day one in Sumly, every entry stays linked to its source document — the audit trail only gets stronger from here.
What does switching cost?
Nothing extra — the opening-balance flow is part of the platform, and Base is €39/mo. The money moves the other way: the average Sumly user saves €3,210 a year compared to an accounting firm.
Can I do the books myself after leaving my accountant?
Yes — that is what Base is for. The AI does the data entry and reconciliation, prepares VAT, VIES and provisional tax, and you review and file. If you would rather keep a professional in the loop, Premium includes a Sumly certified bookkeeper. Either way there is no monthly bookkeeping bill for typing. Our guide on whether you need an accountant for a Cyprus company goes through the obligations in full.
Do I still need an auditor after switching?
Yes — every Cyprus company's annual accounts must be approved by an independent auditor, whoever does the books. Sumly never performs the audit itself, but you can order an independent Partner Auditor in your dashboard, and your books arrive audit-ready.
Founders who already switched
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“We cancelled our €3,000 accounting retainer. Sumly does the boring 90% and flags the rest.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
“No more 11pm spreadsheets from the accountant. Sumly gives me peace of mind at tax time.”
Related
- Sumly vs a Cyprus accounting firm
What you actually pay for — the cost comparison.
- Dedicated bookkeeper (Premium)
Switch to a Sumly certified bookkeeper instead of doing it yourself.
- Do I need an accountant for a Cyprus company?
The obligations, honestly.
- Every Cyprus tax deadline on one page
Know exactly what the new setup has to file, and when — before you switch.
Book a free demo & migration
We show you around the product with your own situation in mind.
Every month with the old accountant costs you about €268.
Switching is an afternoon: balances in, history intact, retainer cancelled.