Pró-Contaty Contabilidade & Consultoria

Change your accountant

Switching accountants is simpler than you think. And more urgent than you realize.

Many people spend months, sometimes years, in an accounting relationship that isn't working, afraid the switch will make things worse. We understand that. That's why we built a process to remove that barrier for good.

Recognize any of these situations?

Signs it's time to switch

If you identified with any of these situations, it's time to have a conversation:

  • Your accountant takes days to respond to simple questions, or simply doesn't respond
  • You receive balance sheets and declarations, but nobody explains what they mean
  • You've never received a proactive proposal for tax reduction or regime review
  • You don't know, clearly, how much tax you're paying and whether you could pay less
  • You feel you've grown, but your accounting stayed in place

Dissatisfaction with your current accountant is one of the greatest sources of silent risk for an SMB. The problem is rarely what you see. It's what you haven't noticed yet.

Our method

Smooth Transition

Switching accountants doesn't have to stop anything. We built a process to keep every obligation on track throughout the migration.

01

Diagnostic conversation

We schedule a 30 to 45-minute conversation to understand your company and accounting history. There's no commitment, and no automatic proposal at the end.

02

Transition coordination

Our team contacts your previous accountant, requests all the files, and organizes the history. We handle the back-and-forth.

03

Activation and onboarding

Once we have the history, you move into Pró-Contaty's regular service: you meet your dedicated technical manager and hold an initial meeting to set priorities. From there on, it's routine.

The whole process usually takes between 15 and 30 days.

Free diagnostic

Tell us about your situation

Fill out the form below. Our team reviews your answers and comes back with a proposal built around your situation, not a generic presentation.

Step 1 of 5 — About you

Takes less than 8 minutes. No commitment.

Who is filling out this diagnostic?

Your information is handled with absolute confidentiality and used exclusively to prepare your proposal.

You're not alone

Process guarantees

When you hire Pró-Contaty for the transition process, you have:

Guaranteed continuity

Every obligation stays on track during the migration, without exception.

Dedicated technical manager

One person who knows your company by name and answers for it.

Total transparency

At every stage, you know what we're doing and why.

No transition fees

The migration process is included in the standard service contract.

The conversation doesn't commit you. Indecision might.

Schedule a 30-minute conversation with a Pró-Contaty specialist. You'll leave with an honest assessment of your current situation and a clear sense of what would actually make sense to change.

Pró-Contaty Contabilidade & Consultoria · CRC-SP 2SP024428/O-0 · Fundada em 4 de julho de 1994