Switching is a one-email job. We do the rest.
Staying with an accountant who doesn't reply, surprises you with bills, or treats charities and social enterprises as an afterthought costs more than switching ever will. Here's exactly how it works.
Four steps, one of them yours
- 1You say yes
Fill in the get-started form or book a call. We confirm your package and fixed price in writing.
- 2You send one email
A two-line courtesy note to your current accountant — we give you the template.
- 3We handle the handover
We request professional clearance and your records, register as your agent with HMRC, and set up FreeAgent (or take over your existing account).
- 4You carry on
Nothing lapses, no deadline is missed, and from day one you've got someone who actually answers.
Signs you've outgrown your accountant
- You hear from them once a year — usually an invoice
- Every question feels like it's on the clock
- "We'll get to it" is the standard reply in January
- You still don't know what your tax bill will be
- They've never once suggested a way to save you money
Asked all the time
Will switching accountants annoy HMRC or cause problems?
No. Businesses change accountants all the time — HMRC doesn't care who acts for you as long as filings happen. We update your authorisations as part of onboarding.
Do I have to speak to my old accountant?
Only to send one short courtesy email (we'll draft it for you). Everything else — records, professional clearance, handover — happens accountant-to-accountant.
When's the best time to switch?
Any time. There's a myth you must wait for year-end; in practice we can pick up mid-year and it's usually better than limping to a deadline with a firm you've outgrown.
What does it cost to switch?
Nothing from us — onboarding and handover are included in your fixed monthly fee. Your old accountant shouldn't charge for standard professional clearance either.
How long does it take?
Typically about a week from 'yes' to fully set up, most of which is waiting for your previous accountant to respond.
