“Inspired Accounting For A Better Future”

Changing Accountants

"Inspired Accounting For A Better Future"

Changing accountants is easy, it follows the 4 steps :-

  1. Select a new accountant (agree services)
  2. Notify current accountant (tie up any loose ends and fees)
  3. New accountant writes to current accountant requesting professional clearance and information
  4. New accountant writes to current accountant requesting professional clearance and information

All being well this shouldn’t take more than 2-3 weeks for a complete handover.

The fear of change is very real when it comes to switching professional advisors.  After all, most people have a long standing relationship and to sever it for the unknown is daunting.   In fact many hold off making the change until it has cost them, most often, in time and money.

As a professional advisor with over two decades of experience, I can say we have seen it all. No matter how bad you feel your situation is, we will have a solution.  To date, we have always been able to rectify any grievances from former accountants. Our first step is to understand what is bothering you then create an action plan. With a clear target we both know what to expect.  

We work to a high standard and take pride in our work and believe this speaks volumes. 

There is a myth that seems to perpetuate itself, in that you cant change accountants mid year.  There is no need to wait till the year end.   We can pick up anything, at any time.  In fact I would argue this is better as it gives us a chance to make improvements on your behalf.

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