Switching Accountant

Q: I am thinking about switching my accountant but don’t know where to start – is this process complicated?  

5th January 2018

A: Switching accountant is a very straightforward process once you have chosen who your new accountant is going to be.

It is vitally important that your accountant is someone that matches your business needs and provides you with the best value for money service available.

Given the move towards exclusively online filing of tax returns and accounts, it is paramount that your accountant utilises the best in class online and digital resources to assist your business.

You should speak to a few accountants and get a feel for who you trust and is likely to assist you in growing your business.

Once you have made your choice your new accountant will send a letter to your old accountant advising them that you have decided to switch and requesting some basic financial documents and information from them.

Your old accountant should confirm that they have no problem with the switch and will provide the new accountant with the necessary information.

You may want to contact the old accountant yourself as a courtesy to say that you are switching but other than that the switch over process is completed between the two accountants.

Disclaimer: Advice shared in this blog is intended to inform rather than advise. Taxpayer's circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this forum, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

Call us today to make an appointment at your local office

1890 98 76 09

Or submit an enquiry

Call us today to make an appointment at your local office

1890 98 76 09

Or submit an enquiry