How Do I Change to a New Accountant?
Switching from one accountancy firm to another doesn’t have to be stressful!
I will take care of the entire process for you, from start to finish, starting with contacting your current accountant to request all your previous records and the info I need to register with HMRC to act on your behalf.
- I contact your current accountant to request professional clearance.
- I contact HMRC to get authorised as your accountant.
- You carry on doing what you enjoy, running your business.
Why change to Kate Rogers Accountancy?
The personal touch
I will be dealing with your accounts and all of the HMRC compliance personally so I will get to know your business in detail.
No hidden Costs
All costs are agreed up front so there are no surprises. Unlike a subscription service, you only pay for the time that is actually spent on your accounts
Unlimited expert advice
I am always on hand to answer your questions about your business. You can contact me via email, phone or with a video call any time you like.
Changing Accountant FAQs
Is it hard to switch accountants?
Switching to me is a straightforward process. Once we have met and established that we are a good match, you’ll just need to let me know the details of your current accountant, and I’ll arrange the rest. That way, you can concentrate on doing what you do best; running your business.
When should I change accountants?
You can move to a new accountancy firm at any time. Some people like to wait until the end of the tax year or their financial year, but really – it’s entirely up to you. Whatever you prefer, I’ll be here to make the change as easy as possible.
How long does it take to switch to a new accountant?
I’ll get started on your transfer straight away. As soon as your old accountant sends me everything we need, we’re all systems go! I could have you set up in a matter of days.