Many business owners put off switching accountants because they assume that it will be complicated or disruptive. In practice, moving to a new accountant is a straightforward process and we handle most of it for you.
Slow responses, unclear fees, feeling like just another client or simply outgrowing what your current accountant offers are all common reasons that businesses decide to make a change. Especially with the introduction of Making Tax Digital, businesses may feel that their current accountant can no longer support their needs.
We contact your existing accountant on your behalf to request the professional handover information that we need. There is no need for an awkward conversation and there is no gap in your compliance whilst the move takes place.
Very little. Once you confirm that you would like to switch, we take care of the process and keep you updated at each stage so that you can stay focused on running your business.
No. We time the handover around your filing deadlines and pick up where your previous accountant left off, so your VAT returns, payroll filings and year-end accounts stay on schedule throughout.
No. Once you have appointed us, we write to your existing accountant for professional clearance and the handover records. Most people never need to have an awkward conversation about it.
Any time works, but the cleanest point is just after your year-end accounts have been filed. That said, if things are not working, waiting for a tidy moment usually costs more than moving now.
Professional clearance, your latest accounts and tax computations, payroll and VAT records, and the software access or backups needed to carry on. This is a normal professional courtesy and rarely causes any difficulty.
Get in touch and we will handle the switch from here.
Get in touch