Switching
Switching accountant is easier than you think
The fear of hassle keeps owners with the wrong accountant for years. Here's how a switch works, and why it's far simpler than most expect.
By far the most common reason owners stay with an accountant they've outgrown is the fear of hassle. The good news: switching is a well-trodden, standardised process, and the firm you move to does almost all of it for you.
You don't have to have an awkward conversation
You don't need to call your current accountant and explain yourself. Your new firm writes to them with a standard 'professional clearance' letter, requesting the information and records they need. It's routine, and it's expected.
What happens in practice
- You give your new firm the go-ahead and basic details
- They request professional clearance and your records
- They handle authorisations with HMRC and Companies House
- They pick the cleanest point in the year to take over
How long does it take?
Most of the work is done within a few weeks, and very little of it lands on you. The main thing you'll notice is that the right firm makes the whole thing feel effortless, which is rather the point.
Want us to find the right firm for you first? Take the free review and we'll match you with a local one that fits your needs and budget.
