What's the process of switching accountants?

Step 1

Sign the proposal

You sign the e-proposal and complete direct debit mandate

Step 2

Onboarding form

Complete onboarding (Google) form to easily provide your personal details and documents for anti money laundering purposes

Step 3

Inform your previous accountant

You send a quick note to your accountant letting them know you’re moving (we can give you a template email if you like)

Step 4

We contact your previous accountant

We write to your accountant to seek professional clearance and ask them to send us your info to allow us to start work and take over

Step 5

We contact HMRC

Step 6

You meet your dedicated account manager

Your dedicated account manager will be in touch to arrange an introductory and get stuck in

Step 7

And relax!

You relax, have a cup of tea and trust that it’s all in hand