Businesses change, and sometimes that means leaving us. Pausing operations, bringing finance in-house, switching to a new accountant, whatever the reason, our offboarding process is built to make your exit smooth and secure, not the awkward, drawn-out thing it usually is.
We treat offboarding with the same care we put into onboarding. Your systems stay organised, your records stay current, and you walk away knowing exactly where things stand.
Why We Have a Structured Offboarding Process
A messy exit costs you later, missing records, an access handover nobody documented properly, a “wait, who has this file” moment six months down the line. A structured process avoids all of that: your data is secure, your records are complete, and nothing gets left hanging. It’s not paperwork for its own sake. See how we support businesses through each stage of growth on our Services page.
What Happens During Offboarding
1. Wrapping Up Your Services
This depends on what you engaged us for. Ongoing services like bookkeeping and payroll: we confirm your final billing period and bring your records fully up to date, not “mostly.” One-off engagements, setup, year-end filing: offboarding just follows once that piece of work is actually done.
2. File and Access Handover
We hand over everything you need: final reports (Profit & Loss, Balance Sheet, VAT, the lot), a secure download link through your platform, and clear notes on any open tasks or upcoming compliance deadlines you’d otherwise walk into blind. See Revenue.ie for more on ongoing compliance requirements.
3. Revoking Access and Closure
Security isn’t an afterthought here. We remove our access to your systems, ask you to do the same on yours, and archive or transfer shared folders properly rather than leaving them floating.
4. Coordination With Your New Provider (Optional)
Moving to a new accountant or bookkeeper? We’ll talk to them directly to make sure everything transfers accurately, so you’re not the one relaying details between two firms.
Notice Period and Final Charges
This part is straightforward, and we keep it that way: written notice as agreed in your service agreement, a final invoice for any unpaid services or work completed up to your last service date, and refunds for unused fees only where that’s been agreed in writing beforehand. Exact terms are set out in your individual agreement, not left to interpretation.
What Happens if Payment Stops
Business situations change, we get that. Missed payments trigger reminders and, if needed, a pause in service. We talk to you directly about outstanding balances before anything else happens. The specific timeline for offboarding due to non-payment is set out in your service agreement.
Returning to RizFin
Come back after time away, and we’ll check whether your systems are still intact and work out the fastest way to get you running again. A properly structured offboarding process is what makes that possible; if the handover was clean, reactivation is too. See our onboarding process for what that actually looks like.
Need Support With Offboarding?
If you’re weighing up whether to move on, we’re not going to make that harder than it needs to be. We’ll walk you through your options, coordinate with any new provider directly, and talk honestly about reactivation if there’s a chance you’ll be back.
Final Thoughts
Sometimes the right next step is somewhere else, in-house, a new provider, a pause. Our offboarding process exists so that’s a clean decision, not a messy one. We want your exit handled with the same structure as your onboarding, and the door stays open if things change again.