The problem
Switching accountants sounds like it should be simple, but worrying about a messy handover, missing records, or an awkward conversation with your current accountant stops a lot of people from doing it even when they’re unhappy.
What’s included
- Professional clearance correspondence with your previous accountant, handled on your behalf
- Collection of the records and information needed to pick up where things left off
- A review of your current compliance position, so nothing’s been missed
- A clear start date for us taking over, with no gap in your filing obligations
Who it’s for
Anyone unhappy with their current accountant, or whose accountant is retiring, closing, or simply no longer the right fit – sole traders and limited companies alike.
How it works
Once you confirm you’d like to switch, we contact your previous accountant directly to request your records and handle professional clearance – a standard process in the profession. You don’t need to have an awkward conversation yourself.
Pricing
Quoted the same way as any new client – see our Pricing page for what affects your quote.
FAQs
Will my current accountant be difficult about it?
This is a routine, standard process in the accounting profession with an established procedure (professional clearance) – it’s not unusual or confrontational from their side, whatever it might feel like from yours.
Is there a bad time of year to switch?
Switching just before a filing deadline can be tighter on timing, but it’s rarely a reason to wait if you’re ready – we’ll flag if your specific timing needs extra care.
What if I’m partway through a tax year?
That’s normal – we pick up from wherever your records currently stand and carry on from there, rather than needing a clean calendar-year start.
Let’s talk about your business
Book a free, no-obligation consultation and we’ll talk through what you actually need.