Unanswered emails. Surprise invoices. Advice that arrives after the deadline. If that sounds familiar, switching accountants takes one email from you, and we handle every step of the rest.
Why people stay too long
Nobody stays with a poor accountant because they love the service. They stay because switching feels risky: the awkward conversation, the fear that filings fall through the cracks, the hassle of starting again. Here is the truth: accountants transfer clients between themselves every week, through a standard, polite, well-worn process. The fear is the only hard part, and it is misplaced.
How the switch actually works
- You say yes. One email or a free consultation. We agree your fixed fee in writing and you sign one authorisation form.
- We write to your current accountant. The standard professional clearance letter. They send your records; you never speak to them about it unless you want to.
- We register with HMRC and set you up. Agent authorisations, Companies House, cloud software configured, deadlines mapped. We confirm every single filing has a home before anything changes.
- You notice the difference. Replies within one business day, reminders before deadlines rather than invoices after them, and a plan for your next year end within the first month.
What you will notice in the first month
- A full health check of your filings: anything overdue or missed by the previous firm gets flagged immediately, with a plan
- Deadlines mapped and tracked, with reminders long before anything is due
- Cloud software set up properly, with your records where you can see them
- A tax planning question or two you have probably never been asked before
Frequently asked questions
Will my old accountant be offended or difficult?
Almost never, and it does not matter if they are. Professional clearance is a standard courtesy letter accountants exchange every week; your old firm is professionally obliged to hand over your records. You never have to have the awkward conversation: we send the letter.
Will something get missed during the handover?
No. Before anything moves, we list every registration, deadline and filing your business has, then confirm each one as it transfers. Nothing is cancelled until its replacement is live.
When is the best time to switch?
Any time. The tidy moment is just after a year end, but we routinely take clients on mid-year, mid-VAT-quarter, even mid-enquiry. Waiting for a perfect moment usually just means another year of the same service.
What does switching cost?
Nothing. The switch itself is free: clearance, records, HMRC authorisations and setup are all part of taking you on. You just start paying your normal monthly fee when we start acting.
Curious what we would charge before you commit? See your fee in 60 seconds, or book a free consultation and we will show you exactly what switching looks like for your business. We advise in English, Spanish and Romanian.