Switching accountants
Staying put is the hard option. Switching is easy.
Many business owners stay with an accountant who isn't working for them because they expect the switch to be awkward. It isn't. We handle the entire process — and you don't have to have an uncomfortable conversation with anyone.
If any of this is familiar…
- You find out your tax bill when it is too late to do anything about it.
- You cannot get a straight answer — or any answer — from your accountant.
- Your accounts arrive as a PDF and nobody explains what they mean.
- You are not confident you are paying yourself tax-efficiently.
- You never quite know who you are dealing with or if they understand your business.
- Your business is growing but your accountant is not helping you plan ahead.
Then it might be time to consider switching accountants.
How the switch works
Three steps. We do the heavy lifting.
- 1
Book a discovery call
Thirty minutes to talk through your business, your current arrangements and what you actually need.
- 2
Receive a tailored proposal
A fixed monthly fee based on your business, with the scope written down before anything begins.
- 3
Traction manages the switch
We write to your previous accountant for professional clearance and handle the handover and HMRC authorisations.
Professional clearance is a standard part of the accountancy profession — your previous accountant is obliged to cooperate, and the handover of records and HMRC authorisations happens between the two practices. Your deadlines are mapped before anything changes, so nothing falls through the gap.
Ready to get some traction?
Book a free discovery call and we'll talk through what switching would look like for your business — no obligation.