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How easy is it to change accountants?

By 01/02/2024April 24th, 2024No Comments

Frustrated by your existing accountant?

But concerned about the difficulty in changing?

The thought of moving accountants can be quite overwhelming.

How will your existing accountant react?

What steps will you need to follow?

In reality, switching couldn’t be easier and could benefit your business in the long term. Switching accountants can be done with minimal fuss, effort and disruption to your business or limited company.

frustrated by your existing accountant contact Direct Peak Accountants Peterborough

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Is moving accountants a good idea?

If you feel you’re not getting the service you deserve, it’s time to switch. Signs the relationship isn’t working include having to chase for responses to queries or receiving unhelpful and vague replies. I have summarised some of the other common reasons why changing accountant would be a good idea;

  • They’re difficult to reach
  • Their rates are too high
  • They never explain anything
  • They charge for every little conversation
  • You’re not receiving a personal service
  • Are your tax returns filed in good order and on time
  • They use outdated methods
  • You need specialist advice

If you find yourself saying ‘yes’ to some of the common reasons above, then changing accountant should be a top priority for you, to ensure you are working with an accountant who is proactive to your business, rather than being reactive.

How easy is it to move accountant?

Moving accountants couldn’t be easier.

You’ll need to notify your existing accountant – which you can do via email if you’re not comfortable having that conversation over the phone.

Changing accountants shouldn’t be a rushed process. Once you’ve made the decision think carefully about the most appropriate time for the handover between your previous and new accountant. Ideally this will take place when there is as little activity as possible happening – you could even inform a new accountant that you wish to move at a later date more suitable for the business.

At Direct Peak we will contact your old accountant as part of our onboarding process to ensure we have all the correct information needed to proceed, saving you time, money and stress!

Frustrated by your existing accountant is it time to change?

Changing accountants in 3 simple steps

Follow this simple three-step process to ensure a seamless transition:

  1. Compare at least two different accountants and don’t forget to read customer reviews before making your decision to switch.
  2. Before moving accountants, tell your existing firm you’re leaving and settle any outstanding debts. Tell your existing provider which accountant you’re switching to so they know who to expect follow-up contact from.
  3. Speak to your new accountant about where you are moving from, so they can complete the handover – this process can also be called ‘Professional Clearance’.

If you have any questions or want to find out more about how easy it is to change accountants, get in contact with Direct Peak today!

Steve Marshall
Steve Marshall
The whole team at Direct Peak have been amazing to work with. Everything we have been looking for from an accountant. Thank you from Acoustic Associates
Luke Tyler
Luke Tyler
The Direct Peak team are exceptional in all they do. They demystify my questions on accounting, offer clear, sound advice, and help me to make informed decisions about my business.
Don Wiid
Don Wiid
Karl Newman and his team help us with our Xero accounts system, making sure it is accurate and up to date. The real value though, is Karl's experience as a management accountant, providing indispensable advice on a monthly basis to ensure we keep growing.
Craig Sawyer
Craig Sawyer
Direct Peak are the perfect accountants for me. Always helpful and friendly. They take away any of my accountancy headaches which allows me the time to focus on my business. Would highly recommend them and do to any business owners I can. Thank you all !
Kelsey Brace
Kelsey Brace
I've worked with Karl & Direct Peak for years. They have always provided great service and advice. Highly recommeded!
Sana Hanassi-Savari
Sana Hanassi-Savari
Great service, I would highly recommend them. The team are friendly, always around to help and very knowledgable.
Simply Antivirus
Simply Antivirus
Direct Peak was the right choice for us. Outstanding friendly service. The team are highly knowledgeable regarding tax and financial matters, and they have been an asset to the running of our business. Very approachable and have an answer to all my questions. Highly recommend them! Very well done guys!
catherine Johnson
catherine Johnson
I recently changed my Accounting to Direct Peak, mainly due to Karls brilliant support with advice regarding making Tax Digital and around my business growth intentions. Having run my own small business and being with my previous accountant for 13 years, I have been SUPER impressed with every aspect of the move - the advice, the support, and mostly the friendliness of the team and their willingness to want to help. Eve has been so amazing at supporting me to make the transition to Digital VAT returns - I cannot recommend Karl and his team at Direct Peak highly enough - Thanks Guys!
Peter Baker
Peter Baker
Karl has been outstandingly patient and generous with his time. I cannot recommended Karl enough. He has helped massively in starting up my own company.