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Switching Accounts

Switch Accountants

Making the switch is a great move for you and your business

Why it’s good to switch accountants

We know it can be daunting switching to a new accountant. It might feel
like a mammoth task so you just keep putting off. Kind of like making it
to the gym to cancel your membership after not going for the last six

Changing accountants doesn’t have to be hard. In fact, our onboarding
process makes it seamless. We even contact your accountant to obtain all
your information, so you can avoid any awkward conversations about why
you’re leaving them. 

switching accountants

Switching process 

Step 1: We start with a complimentary meeting. This helps us get to know you and your business and make sure we’re the right fit for each other. We want to know your goals and how we can work together to ensure these are achieved. We want to ensure we have similar values and expectations. We want to show you how we can add value to your business to ensure you can achieve time, mind, and financial freedom.

Step 2: After the meeting, if we both agree we’ll work well together, we’ll complete all the boring admin stuff. We’ll request your info from your accountant, iron out any historical creases, and ensure your books are up to date.

We’ll need to be authorised with HMRC to act as your new accountants. HMRC will provide the necessary codes to enable authorisation which they will post to your home address. Once you receive them, simply forward them on to us, so we can complete this process

Step 3: Next, we like to meet with our clients to develop their Business Plan. We don’t mean a 30-page plan we create and send to you to gather dust in the bottom drawer. Our Business Plans are succinct and dynamic to act as a decision-making tool for your business. We’ll help you set your goals for the year and break these down into 90-day goals and actions to ensure success. Not all clients choose to have a Business Plan, but our most successful clients have one – it’s best practice.

Step 4: Then, the work begins. Depending on your selected service plan, this could be a Cashflow Forecast so you can plan for inflows and outflows, Tax Planning to ensure you put away enough money for tax, or ongoing Accountability Coaching so you stay on track to achieve your goals.

After a year together, we’ll review your progress and celebrate your wins. We’ll also reset your key initiatives, and goals and redefine what success will look like for you in the coming year.

 Getting you released. 

Step 1: Once all of the necessary documents in place, we can inform your current accountant that you’ll be leaving. Depending on the circumstances, you may want to contact them first on your own or we can communicate directly with them. Once you give us authorisation, we will write a clearance letter requesting the materials they have on file for you. 

Step 2: Upon receiving the letter, your former accountant should respond with formal acknowledgement that they know no reasons why we should not accept the engagement and include all the requested financial information. These documents are then stored at our office in preparation for work on your accounts.