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SwitchBooks

How it works

Finding the right accountant is simpler than you think.

Four straightforward steps from frustrated to properly matched, with us doing the legwork of finding the firm that fits.

The process

From first click to the right firm.

01

Take the free review

A couple of private minutes. Tell us how your business is set up, what's frustrating you about your current accountant, and what you want. There's nothing to sign.

02

We find your match

We shortlist trusted local firms that fit your needs, your sector and your budget, and we'll only ever put forward a firm we'd be happy to use ourselves.

03

A warm introduction

We introduce you to the right firm. No cold calls, no obligation. If you decide to go ahead, the firm manages the entire handover from your current accountant for you.

04

Support that shows up

You get the proactive, plain-English accountant you deserve, and we check in afterwards to make sure it's working. If it isn't, we'll find you a better fit.

FAQ

The bits people ask about.

Tap any question to read the answer. Still wondering something? Send us a message and we will reply within one working day.

Nothing. Being matched is completely free for business owners. We're paid by the firms we partner with, and only when it's a good fit, so there's never any pressure or cost to you.

No. Once you're happy to proceed, the firm we introduce you to manages the handover and the professional formalities. You don't need an uncomfortable conversation.

We match on what matters: your location, your sector, your size and your budget. And we only work with established, reputable firms. We're not just sending you to whoever's nearest.

Nothing at all. It's there so we understand your situation and can introduce the right firm. If we don't think we can help, we'll tell you straight.

Ready when you are

Start with the free review.

Tell us what's not working. We'll match you with a local firm that fits, and they'll handle the rest.