Switching Accountants Made Easy
Unhappy with slow replies or surprise bills? Moving to us is straightforward — we handle the handover for you.
You can switch accountant at any time. We'll contact your previous accountant for professional clearance, register as your agent with HMRC and review every upcoming deadline so nothing is missed.
How switching works
Tell us about your business
A short call or form so we understand what you need — then we send a fixed-fee quote.
Sign your engagement letter
We confirm exactly what we'll do, the fee and the start date. Simple online signing.
Professional clearance
We contact your previous accountant for the information we need. You don't have to have an awkward conversation.
HMRC & Companies House authorisation
We register as your agent so we can deal with HMRC on your behalf.
Signs it's time to switch
- ✓Emails and calls go unanswered for days
- ✓You only hear from your accountant once a year
- ✓You're charged extra every time you ask a question
- ✓Deadlines are left until the last minute
- ✓You get no advice on reducing your tax
What you get with us
Switching FAQs
Is it difficult to change accountants?
No. Once you've decided to move, we do almost all of the work — including contacting your previous accountant.
When is the best time to switch?
Any time. Many clients switch after their year-end accounts or tax return are filed, but we can take over part-way through a year.
Do I need to tell my current accountant?
It's courteous to let them know, but we'll send the formal professional clearance request on your behalf.
Will I miss any deadlines while switching?
No. We review your upcoming deadlines on day one and make sure nothing falls through the gap.
Ready to make the switch?
Tell us a little about your situation and we'll come back within one working day with a clear, fixed monthly quote. No obligation.