Do I need to tell my current accountant first?

It is courteous to let them know, but not essential. Once you instruct us, we write to them for professional clearance and the records.

How long does the handover take?

Typically a couple of weeks, depending on how quickly the previous accountant responds. We keep you updated and start work where we can in the meantime.

What if my previous accountant is slow to respond?

We follow up on your behalf and, where necessary, rebuild the position from your own records and HMRC data so deadlines are not put at risk.

Will there be a gap in filing?

No. Your deadline calendar is one of the first things we set up, precisely so nothing falls through during the transfer.

switching-accountants

SWITCHING ACCOUNTANTS

Changing accountant is easier than most people expect

You do not need to have an awkward conversation, chase paperwork or wait for your year end. We manage the handover professionally from start to finish.

Book a free health check

THE PROCESS

Five steps, most of them on our side

Step 01

Discovery call

A free 20-minute conversation about your company, deadlines and what is not working.

Step 02

Scope and quote

A written summary of the services you need and a fixed fee, agreed before anything begins.

Step 03

Professional clearance

We write to your current accountant. You do not need to manage that conversation.

Step 04

Records transfer

We collect accounts, tax records and software access, and check nothing is missing.

Step 05 — Onboarding

We set up your systems, register as your agent with HMRC where needed, confirm your deadline calendar and agree how and when we will be in touch through the year.

COMMON WORRIES

What usually holds people back

“I have to wait until my year end.” You do not a mid-year transfer is routine.

“It will be a difficult conversation.” Professional clearance is a normal, courteous process between accountants.

“Records will get lost.” We check what we receive against what should exist and follow up any gaps.

“It will take up my time.” Most clients spend well under an hour in total on the switch.

FAQS

Personal tax questions

Book your free 20-minute Accounts & Tax Health Check

A short, no-obligation review of your deadlines, likely tax position and where things can be tidied up. You are under no pressure to change accountant.

Book a free health check