Switching accountants
Switching is easier than you think
Many owners want to switch because they only hear from their accountant when something's wrong. Here's how we handle the move — without missing a filing date.
The handover
Five steps, no month left behind
- 1
Health check
We review filed returns, anything outstanding and upcoming dates.
- 2
Pick a start month
We agree the first month we're responsible for, so nothing falls between offices.
- 3
Collect the records
We give you the list to request from your previous office and help follow up.
- 4
Set up
Opening balances, chart of accounts and online filing access.
- 5
Month one with us
Your first monthly summary and a full-year filing calendar.
What to ask your previous office for
- Latest audited financial statements
- Trial balance and ledgers to the latest month
- Filed returns and tax payment receipts
- Fixed asset and depreciation register
- Online filing logins (change passwords after handover)
What we promise
- A reminder before every deadline
- Replies on LINE within the business day
- A summary every month — not just at year-end
Find out your price in under a minute
Run the estimate yourself, or just message the team.