Chat
Tell us what is working, what is not and any deadlines coming up.
Switching accountants
Switching accountants should not feel awkward
If support feels slow, unclear or reactive, we can talk through a calm handover plan before anything changes.
A clear four-step handover
Authorise
We explain what access or authorisations may be needed.
Transfer records
Records are requested and checked securely.
Tidy and start
We agree the monthly rhythm and keep next steps visible.
Changing accountant?
Switching is simpler when the handover is organised.
You do not need everything perfect before you speak to us. We explain what helps, plan around key filing dates and keep the process confidential.
View the switching checklist- Last accounts or tax return
- Year-to-date bookkeeping records
- VAT returns if registered
- Payroll information if applicable
- Recent bank statements
- Company details and authorisations
Common concerns
Do I have to tell my current accountant first?
You can have a confidential initial chat before taking any action. The handover can then be planned respectfully and clearly.
What if records are missing?
That is common. We identify gaps, prioritise deadlines and agree a tidy-up plan.
Can you switch mid-year?
Often yes, but timing and records matter. A discovery call checks the safest route.
Is the enquiry confidential?
The prototype copy frames enquiries as confidential, with secure document sharing in a live build.
Confidential next step
Talk through switching in confidence
No obligation. Tell us what is happening now and we will explain a practical route forward.