Changing Accountant

Your Accountant plays a vital role in advising you and your business.  Like any other service, the service of any Accountant can vary enormously and there will be occasions when a business owner will have to consider whether a change of Accountant might be in the best interest of themselves and their business.  There are many signs to indicate that the quality of service may be dropping below an acceptable standard.  It may not be one significant  reason in isolation, but rather an accumulation of smaller reasons.

These might include:

  • Poor service and/or mistakes
  • Unexpected fees
  • Poor value for money
  • Lack of technical knowledge
  • Phone calls not returned promptly
  • Very little access to the partner
  • Agreed deadlines not met
  • Proactive service not provided
  • Missed a tax or Companies Office filing deadline
  • Unexpected CRO and tax liabilities
  • Lack of rapport
  • Work not done promptly

Changeover Process:

Do not be put off by the thought of changing Accountants.  It is easy, and we help clients through the process on a weekly basis.  Many clients get stuck in a rut with an underperforming Accountant and never realise that they should not accept second best.

We can meet you any time, weekends and evenings included.  There are not obligations.  We let you know what we can do for you, and you decide if you want us to do it !

We will then write to your current Accountant advising your intention to change or alternatively you can contact them.  Once we have carried out a professional enquiry, we will then request a copy of your accounting and tax records, as well as any paperwork they have belonging to you, which they are obliged to give to us.  They are entitled to bill for any costs they have incurred on work in progress, but not to charge for the ordinary work involved in the handover process.

If you want to take the first step in building greater success and achieving the rewards that you want then contact us and we can advise you on planning for what you really want in  your business.


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