Switching Accountants

 

There could be a number of factors as to why you are considering switching accountants. The most common reasons for our clients are:

> To Seek more tailored tax advice/strategy at partner level rather than the usual dedicated account manager that’s offered by other accountancy firms.

> Unable to get hold of the partner when needed.

> Slow response times. 

> Tired of being one of many on a congested client list and not getting the required level of attention. 

> Having to deal with different people from year to year.

> Paying far too much in fees.

> Receiving an unexpected tax bill.

> Having to revisit the same things with juniors/new staff.

> Existing Accountant is in the process of retiring.

> A lack of technological know-how/outdated approach.


The switching process

If you’ve decided that you would like to change accountants, then the switching process is straightforward and can be completed within 3 simple steps. You just need inform your current accountant that you would like to switch and we’ll take care of the rest.

Step 1

You inform your accountant that you would like to switch accountants.

Step 2

We send out a letter to your current accountant which will ask for professional clearance and request your paperwork.

Step 3

We send out the relevant paperwork for you to sign and return to us. We are now your new acting accountants.

Our simple switching process will aim to cause minimal disruption to your business, so there is no need to worry about the thought of the hassle changing could cause.

If you are currently in the process of looking for a new accountant and are interested in our services then please contact us or feel free to book a free consultation.

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