Switching is straightforward and we’ll take care of it for you.

You can change accountants whenever you want but if you have concerns about the timing, talk to us and we can suggest when would be the best time to switch.

Step 1: Inform your current accountant

We can provide you with a template email to send to your current accountants, sensitively informing them that you are changing and giving them permission to release information to us.

There is no need to worry about this, accountants are used to clients moving on or finding a more suitable firm for their business.

Step 2: Switch

We will request professional clearance from your current accountant, which provides us with various information to assist in the switch.

We will provide you with a letter of engagement, setting out the services to be provided, what is expected of each party and the fees.

You will be asked to confirm your identity and place of address in order to comply with anti money laundering regulations.

We will also request authorisation from various HMRC departments (such as VAT, Corporation Tax, Self Assessment) which enables us to speak to HMRC on your behalf.