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.
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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- They use outdated methods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:
- Compare at least two different accountants and don’t forget to read customer reviews before making your decision to switch.
- 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.
- 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!