Switching is Easier Than You Think

Ready to Leave Your
Old Accountant Behind?

We manage the entire switching process. Zero disruption, zero cost, zero hassle.

Step by Step

How Switching Works, Painlessly

We handle the entire process for you.

01

Free Discovery Call

30 minutes with a partner. No obligation, no sales pressure.

02

We Contact Your Old Accountant

We send the professional clearance letter. You don’t say a word.

03

You Are Live

HMRC transfer complete, cloud setup done, proactive advice begins.

Stop Settling for Second Best

Your accountant should be your greatest business asset.

FAQs

Switch Accountant FAQs

  • No. Switching accountants has zero impact on your day-to-day operations. We handle all the administrative steps — including contacting your previous accountant and updating HMRC — so you can stay focused on running your business.
  • Not at all. Once you give us authority to act, we write a professional clearance letter to your previous accountant on your behalf, requesting all necessary records and handover information.
  • In most cases the switch is completed within two to four weeks. The timeline depends on how quickly your previous accountant responds to our clearance request, but we manage the process from start to finish.
  • Yes. You are free to switch at any time, even if there are outstanding tax returns, accounts or other work in progress. We will take over any outstanding items and ensure everything is completed correctly and on time.
  • Switching to us is completely free. We do not charge a switching fee or an onboarding fee. Your previous accountant may charge for releasing your records — that is between you and them — but our side costs nothing.
  • No. You can switch at any point in the financial year. Many clients find it easiest at year-end, but it is not a requirement and we are happy to take over mid-year without any disruption to your accounts.
  • Yes. We update HMRC with our details as your new agent, so all future correspondence and notifications come directly to us. The transfer is straightforward and typically takes a few days once submitted.