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
months….
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 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
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 4
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.