Our Guide on How to Switch Accountants

If you’re not satisfied with the quality of service you’re getting from your existing accountant, or not seeing a positive return on your bottom line, then it might be time to switch accountants. It could be the best decision you ever make.

Perhaps they’re charging too much, or maybe you’re not getting the advice in a clear and timely manner. 

Good reasons to switch to us:

You’ll benefit from.

That’s not all. You’ll also have:

Change is faster and easier than you think.

But before you make a final decision…

We recommend meeting us first because that will give you a good chance to find out exactly how we can help, which will help you make a more informed decision.

It will also give us the chance to learn more about your business and identify the best way to help it grow and prosper.

Call us or use the form below to book a free no-obligation meeting today.

What happens when I agree to switch?

Part 1:

The Engagement Process

Step 1

We will engage you as a client. This means we will ask you to sign an engagement letter which outlines the services we will provide to you, the records you are required to keep and your grievance procedure.

Step 2

You will be asked to confirm your identity and place of address in order to comply with money laundering regulations.

Step 3

You will be asked to sign a 64-8 form which authorises us to act as your new accountants and to speak with HMRC on your behalf.

Step 4

Once the engagement letter and the 64-8 form have been signed, returned and identification has been approved, we can begin to act as your accountant.

Part 2:

The Clearance Process

Step 1

After you have been engaged as a client, we will write a “clearance” letter to your previous accountant informing them that AVANTAX are now handling your accounts and financial affairs. The letter also requests copies of your latest prepared accounts, tax returns and associated working papers.

Step 2

Your previous accountant should respond to the letter, acknowledging that they know of no reason why we should not accept the engagement and include all of the requested accounts.

Step 3

Once we’ve received clearance, we’ll have everything we need to begin preparing your accounts and tax returns from your books and records.

But right now…

All you need to do is contact us using the form below and ask for a free, no-obligation meeting with us to help you decide if switching to us is the right move for you.

Switching Accountants