Switching accountants is easier than you think
There’s no awkward conversation. We write to your old accountant and handle the handover.
Eleanor Farthing
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4 min read
Key takeaways
- You sign one letter; we do the rest
- Your old accountant must hand over records on request
- Any time of year works — not just after year-end
- Most switches take about a week
What you do
Sign our engagement letter and tell us who your current accountant is. That’s it.
What we do
We send a professional clearance letter, collect your records and HMRC authorisations, and check nothing is outstanding.
Timing
Any time of year works. The quietest time is straight after a deadline, but we’ve taken clients on in the third week of January.
The service behind this guide
Catch-up & clean-up
Start a conversation
See the numbers.
Plan the next move.
30 min
initial conversation
1 day
typical response
£0
to get started
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