Opening a company in the U.S. has become easier and more accessible in recent years thanks to 100% online platforms. However, many entrepreneurs who used those services to get started often find themselves missing something critical: ongoing, personalized support.
This raises a common question: Can I switch accountants or migrate my accounting to another provider?
Yes, you can-and the process is simpler than it seems. But like anything involving legal and tax obligations, it’s important to have proper guidance to avoid leaving anything uncovered.
Why do entrepreneurs change accountants and Registered Agents in the U.S.?
The most common reasons we hear from those who migrate to Globalfy include:
• Seeking consultative and specialized support
• Lack of clarity about deliverables and obligations
• No integration between accounting and tax support
• Business growth requiring a more robust structure
Unlike the company formation phase, which is a one-time task, maintaining and growing your company requires ongoing follow-up, clear communication, and expert support.
What’s involved in the migration?
1. State-level updates
Changing your accountant doesn’t require any changes to the state where your company was registered.
What can be updated if needed:
• Business Address – if you’d like to switch to the new provider’s address
• Registered Agent – if you prefer to consolidate services with one provider
These updates are simple and done through an amendment or registration update on the Secretary of State’s website.
2. IRS (Federal-level)
No formal communication to the IRS is needed just for switching accountants. If your business address changes, however, it must be updated with the IRS.
The new accountant or accounting firm may request documents like:
• A copy of your EIN
• Previous tax filings
• Prior financial statements such as Profit and Loss or Balance Sheet
From that point, the new accountant becomes responsible for future tax filings like Form 5472, the annual return, and accounting reports.
3. Accounting and daily operations
The most important part of the migration is ensuring all financial and tax data is properly transferred.
The new accountant must:
• Have access to your business bank account transactions and systems like Xero or QuickBooks
• Receive sales history, including issued invoices
• Understand what tax filings were previously made
• Access other records such as Sales Tax, Reemployment Tax, Foreign Qualification, or tax status elections like C-Corp/S-Corp
That’s where an experienced team with knowledge of international businesses makes all the difference. Mistakes during the transition can lead to penalties, missed deadlines, or even inconsistencies in your company’s records.
How does the migration to Globalfy work?
At Globalfy, we assist entrepreneurs every day who started with other platforms and now seek more complete and hands-on support. Our migration process is guided by our team and follows a clear step-by-step:
1. Initial consultation to understand your current setup and company history
2. Request and review of necessary documents
3. Selection and contracting of the most appropriate plan for your needs
4. Introduction to your account manager, who will guide the migration process
5. State and IRS updates if needed (address, registered agent, etc.)
6. For plans with accounting support: onboarding call with our specialists, accounting tool integration, and ongoing setup
Migrating your company to a new accountant or service provider in the U.S. is simple – but it requires attention to detail. It’s a decision that can make your business life easier or more difficult depending on the support you get.
If you feel your company needs closer, more technical, and accessible support, it might be time for a change.
Check out our plans and talk to our team.
