Switching accountants has never been easier.
Our easy three-step switch process
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1. Book a free consultation
We talk through any concerns you have, either on Teams or in person. We explore opportunities to optimise your tax position and identify meaningful changes for your business which will drive improvement
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2. Professional clearance
We send you a proposal, once you accept, you need to inform your current accountant of your wish to change.
We then handle the paperwork, liaising with your previous accountant to obtain your financial documents, tax returns, and other necessary records.
Once we have completed our ID checks, we can start work immediately.
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3. Connecting you
Your client manager will contact you and ensure a smooth transition onto our systems.
If our software is unfamiliar to you, our team can show you how to use our new systems, which are highly efficient, user-friendly, and very secure.
Contact us
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