Changing accountants is simpler than most people expect. You can switch at any point in the year.
What we do
- Agree a fixed fee and send you a letter of engagement
- Complete identity checks under the anti-money laundering rules
- Contact your previous accountant for professional clearance and handover
- Take over as your agent with HMRC and Companies House
What you do
- Tell your current accountant you are moving
- Give us access to your bookkeeping software
- Pay any outstanding fees so the handover is not held up
Deadlines don’t stop while you switch, so we check what is coming up first.
Once you have moved, we look after your year-end accounts, bookkeeping and Self Assessment tax return for a fixed fee.