Changing Accountants

Find out more about the process and how we can help.

Is it time to switch accountants?

Sometimes people stay with their current accountant as they think it will be easier. But if you're unhappy with the service and don’t feel like your business is getting the value it deserves, then it’s time to switch accountants. It’s not as hard as you may think. Whether you’re a sole trader or a limited company, we are here to help with every step of the changeover and ensure that this will be as easy and stress free for you as possible. Find out below how you can make the switch to us today.

Think about services you require

The first step is to have a look at our services. We may offer additional services that your old accountant didn't! Get an idea of which services you feel you would need or would like to know more about. Is there anything you would now like to take charge of yourself?

Get in touch with us

Next, get in touch with us. We can then have a chat with you either by phone or meet face to face. We can then understand a bit more about you and which services you would need. We will discuss and create your tailored package and discuss our various payment options with you.

Inform your current accountant

Once you've decided that we're the right choice for you, then you will need to inform your current accountant. We understand this can be an awkward and difficult situation for you, so if you would prefer us to contact them on your behalf, then just let us know!

Obtaining information

We will have to get in touch either way with your previous accountant so they can provide us with the records that they currently hold for you. We will arrange all of your information to be handed over to us securely.

Getting started

Finally, once we have received all of the information we require, we will arrange the legal side of things. Once the boring legal stuff is out of the way, we can begin! We will set you up on one of our accounting systems and we can get started!

Ready to switch?

Our experts are here to help every step of the way. Get in touch with us by filling in our online form or calling us on 0800 690 6355.

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