How Do I Change to a New Accountant?

You don’t need to have an awkward conversation with your old accountant yourself. Once you switch to us, we’ll write to them directly to request professional clearance and get you set up as our client. All you need to do is let us know their contact details.

No – as long as you switch in good time before a deadline, moving accountants shouldn’t cause any gaps or missed filings. We’ll check your filing history and upcoming deadlines as part of the onboarding process, so nothing falls through the cracks during the handover.

You can switch accountants at any point in the year, but many business owners prefer to do it after their year end or once a tax return has been filed, since it avoids splitting a set of accounts between two separate accountants.

If you’re mid-way through your financial year, we can still make the switch work smoothly – just let us know your circumstances.

You’ll usually need to settle any outstanding fees with your previous accountant before they’ll release your records, and some accountants may hold your paperwork until you do. It’s worth checking your contract for notice periods or termination clauses before you switch, so there aren’t any surprises.

To get started, we’ll need your current accountant’s details, your Unique Taxpayer Reference (UTR) number and, if applicable, your company registration number. Your dedicated accountant will let you know if anything else is needed once we’ve had a chance to review your records.

Yes, you can still switch during an HMRC investigation, though it’s worth discussing your situation with us first so we can make sure the transition doesn’t disrupt anything. We offer free representation during HMRC investigations, so we’ll be able to pick up where your previous accountant left off.

No – your financial records belong to you, not your accountant, so you’re entitled to request copies at any time. Your new accountant will request these directly as part of the switching process, so you won’t need to track anything down yourself.

There’s no additional charge for switching to us – moving your records and getting authorised with HMRC is all part of the service. The only thing to be aware of is that if there’s outstanding work from a previous period, an additional charge may apply, though this would always be agreed with you upfront.