If you are looking to change your accountant for any reason, all you have to do is contact us. Register with us and then you can leave us to manage the paperwork and get all your financial information from your existing accountant transferred to us. We can even start the set-up process using our accounting software straight away while we manage the handover. There might be a few administrative bits and pieces afterwards to tie up at the end.
This depends on how quickly we get the information from your previous accountant when we send the clearance letter. However, we will do our best to make sure that the handover process is as smooth as possible. Once we have the necessary information, it normally takes a few days to update the app with your accounts.
Although the easiest time to switch to us is at the end of your business financial year, it may not be practical to wait. If you change your accountant mid-year, we may need to recreate what your accountant has done. In these circumstances, we will always agree on what work is required in advance, clearly detailing any associated costs.
It is not really that hard to change accountants. In fact, as we’ve outlined above it’s a very simple and hassle-free exercise! However, before you take that leap, we highly recommend you think about what it is you need in a new accountant first. This often starts with establishing what it is you do not like about your current accountant.