Accounting Advice

How to switch accountants

10 Dec 2013

Switching accountants is often easier than you think, so we've put together this piece to show you just how straightforward the process is.

The first step is to talk to one of our Business Consultants, for a free, no-obligation consultation so that we can understand your commercial and personal requirements. Alternatively, you can get an Instant Quote and one of our experts will be in touch shortly.

Once you have decided that Accounts and Legal is the right choice for you, we will write to the outgoing accountant to inform them of the intended change, provide them with clearance to act and request all of your accounting and tax records.

Transferring information when switching accountants

The vast majority of accountants are familiar with the process and respond with good grace and the required information within a reasonable period of time.

As long as you are up to date with your fees, the outgoing accountant will not usually make a charge for this, although some may levy a small administrative fee to collate the paperwork.

You can switch accountants at any point in the year, but the majority of our clients choose to do so shortly after the end of their financial year, but before their incumbent accountant has started work on the file.

No matter what time of year it is, it is well worth getting in touch with one of our Accountants to talk through how we can help you extract useful commercial guidance from the accountancy process and plan for growth. 

By the way, if you haven't had a quote from an accountant recently, why not drop in to our London head office or try our Instant Accounting Quote?

Greg Milne


Business Development Manager

0207 043 4000

About the author

Greg came to Accounts and legal as an entrepreneur to help entrepreneurs.

In the final year of his business and journalism degree in Glasgow, Greg launched his first fashion store in his home city in Glasgow at the age of 21. 

For the next 7 years Greg launched 3 different fashion brands throughout Scotland, with locations on some of the most recognisable streets north of the border. Alongside his stores he worked as contributing editor on various small indie fashion magazines and was represented by colours management as stylist and creative director, working with brands such as Anthropology and Marks and Spencer.


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