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?
  


Sylwia Kotarba-Harris

photo

Associate Director

0207 043 4000

About the author

In addition to a BA (Honours) in Accounting, Sylwia also has a law degree, becoming legally qualified, deciding not to pursue career as a solicitor and instead reverted back to accounting.

Before opting for accountancy, Sylwia worked in various commercial roles, including sales for a prestigious business organisation, business development and high level client care/management skills at Gordon Ramsay’s head office, working as a VIP liaison.

Sylwia is a member of ACCA and joined Accounts and Legal in 2015. Her clients range from software development consultants to multinational wholesalers. Notably, Sylwia recently worked with a London gym and a new chain of supermarkets.

Outside of work she enjoys travelling more than anything else, having visited 5 continents in the last 2 years.

  

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