There is a big myth that some people believe that you can’t move accountants. The truth is you can – here we look at how to change accountants, and how easy it is to do so.
The simple answer is it’s very easy to move and your new accountant will handle it all for you. I like to think it’s as simple as a pen and a passport. By that I mean all you need is some ID and a pen to sign a few forms and letters.
We always welcome new customers along for a “free” no obligation meeting. In that meeting, we get to know you and your business. We ask you to bring along some ID, your most recent accounts and/or tax returns, and we will discuss some general information about you and your business.
When we meet we nearly always quote our fee so you know what services will be covered and the cost for these services.
If you then decide to take up our services and move over to us there are a couple of forms to sign then you are ready to move.
Once you have informed your previous accountant that you are leaving, then the first job for us to do is to write to them to say we will be taking over. It’s a standard letter and it’s called ‘professional clearance’. All registered accountants have to do this. This letter is sent to your old accountant and they reply direct to us handing over any documents and information we need.
Sometimes the old accountant will send you a letter, called a disengagement letter. If you receive one, you need to reply immediately by signing and returning it to them. Sometimes this is required before they will forward any handover information to us.
Many of our new clients come to us from other accountants or professional advisors. Some have often been with their current advisor for many years and have a great loyalty, something we also hope to have from our customers.
The bottom line, then, is that you can move at any time, you are not bound by contract and you can move freely and as often as you wish.
This is how simple it is. Often, people say afterwards how easy it was and they wish they had done it years before. So if you are thinking of a move, please call for a free meeting and let us show you how we can work as a team.