A lot of business owners stay with an accountant they have outgrown simply because switching feels like a hassle. In reality, a good new firm does almost all of the work for you. Here is how it goes.
The switch, step by step
- You decide and say yes. Pick your new accountant and give them the go-ahead.
- They contact your old accountant. With your permission, your new firm writes to your current one, requests your records, and asks the standard professional clearance questions. You do not have to have an awkward conversation.
- Your records move across. Your new firm brings your figures over and sets you up on their systems, usually within days.
- You are looked after. From day one you have a dedicated accountant and a clear view of your numbers.
That is genuinely most of it. The professional handover is a normal, everyday part of how the profession works.
When is the right time to switch?
You can switch at any time, including part-way through your financial year. There is no need to wait for your year end. If your current accountant only contacts you once a year, surprises you with bills, or leaves everything to the last minute, there is no reason to put up with it.
What to look for in a new firm
- Fixed fees, so you always know what you are paying.
- A real person who answers the phone, not a ticket queue.
- Proactive advice, not just compliance once a year.
- Modern software like Xero, so your numbers are always current.
If that sounds like what you want, get your instant quote and see your fixed fee first. If it looks good, we will take care of the switch from there.