I won’t:

  • Share your information with anyone other than CAANZ, unless you instruct me to
  • Hold your records longer than I’m obligated to
  • Destroy any of your information (even if you ask me to)

I will:

  • Provide your new accountant (if we break up) with all the information they would need to take over your services
  • Deal with any potential conflicts of interest with full transparency (like working with your ex, or a competitor, family member, you get the picture). Here’s how this works:
    • My existing client must agree it’s okay for me to work for you
    • Any communication between me and one person (that could impact the other person) must include the other person – no secrets
    • I don’t take sides – I fire myself from both if it gets messy