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How to switch accountants

Choose an accountant that works for you...

If you feel it's time to move on, then follow the instructions below

1. Choose an account with the right infrastructure, team, knowledge and most importantly someone who will make a difference in your business.

2. Visit the new accountant ensuring they meet your business requirements, if they do then instruct them to take on your accounts

3. Inform your old/current accountant of the change authorising them to pass on details when requested

4. Once the transfer has been completed, your new accountant will make you aware and you will then be in a position to utilise their services.

Note
•Delays can be caused by your old accountant not providing the required information in a timely manner

•Check with your old accountant any tranfer/cancellation/outstanding fees

If you have any questions please donot hesitate to contact us

Let's talk today

Get in Touch

Office 1: 109 Coleman Road, Leicester, LE5 4LE
Office 2: 1A Salisbury Road, Leicester, LE1 7QR
Phone: 0116 246 4152
Fax: 0116 276 8452

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