Worried about switching Accountant?

Our Easy Switch service makes changing Accountant, well easy.  Once you’ve decided to switch to us for your accounting needs, we’ll gather all your details, including your current Accountants details and take everything from there.  We’ll provide a transfer form for you to sign that will be sent to your existing Accountant confirming your authorisation to release information to us.  That’s all you need to do, we’ll take care of the rest.

Don’t believe what you hear that “changing accountant is hard” or “don’t change accountant until your year end”.  It really isn’t true.  Businesses change accountant all the time.  As your needs change or you realise that you’re not getting what you really need for your small business it’s important to shop around.  The main reason we’ve found small businesses switch to us is because they want to feel like a valued customer.  They no longer want to feel like just a name on a list where the current firm is more interested in their bigger clients.  Or their current accountant doesn’t give them any support during the year with proactive advice to help them build a sucessful business.

We realise you’re busy so we’ve created our process to make it as easy as possible for you to change accountant.  Just simply complete our sign up form and we’ll take it from there.

Once we’ve received the information requested from your accountant we’ll do the following…

  • Let you know that we have received everything
  • Set everything up on our client and accounting systems so we are tracking your key dates straight away
  • Check that all your taxes and accounts are up to date
  • Health Check your Business based on the latest set of accounts

If you still have questions about switching please contact us and we’ll talk it through with you.

Think you’re ready to switch fill out our discovery form and we’ll go from there.