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Switching accountants 2017-09-20T10:23:09+00:00

Switching accountants to us is a great move for you and your business

There are many reasons why you could be disappointed with your current accountant but, whatever the reason, choosing to switch to us is a great move for you and your business.

We know your decision to switching accountants is not something you’ve taken lightly, we respect this and want to reassure you it will be handled smoothly, with as little disruption as possible.

Switching process

Step 1: The first step is to ask you to sign a Letter of Agreement. We feel it’s important that both parties have a clear understanding of their responsibilities so there are no misunderstandings going forward. The agreement will detail what services we will be providing and what input we need from you.

Step 2: The next step is to sit with you and go through the money laundering regulations. We will need you to confirm your identity and proof of address by providing a copy of a recent utility bill and a driving licence or passport.

Step 3: Finally, we’ll need to be authorised with HMRC to act as your new accountants. HMRC will provide the necessary codes to enable authorisation which they will post to your home address. Once you receive them, simply forward them on to us, so we can complete this process.

Step 4: Once all the above has been completed, we can begin to act as your accountant.

Getting you released.

Step 1: Now that we have all the necessary joining documents in place, we can begin the final process of informing your current accountant of your decision. If you have been with them for a while we understand you may want to contact them first, or you may be happy for us to tell them. Either way, once you give us authorisation we will write a clearance letter requesting they send us various financial information they hold for you (such as your latest prepared accounts, completed tax returns and associated working papers).

Step 2: Once your previous accountant receives our letter, they will respond by formally acknowledging that they know of no reasons why we should not accept the engagement and include all the requested financial information. This is then stored at our office in preparation for work on your accounts.

There will be a few other minor details to finalise such as your entry into our Facebook networking group where our customers get to know each other and generate business opportunities and arranging your membership into our Business Growth Club, if you have chosen this as part of your package.