The thought of moving accountants can be quite overwhelming. How will your existing provider react? What steps will you need to follow? In reality, switching couldn’t be easier and could benefit your business in the long term.
Find out how to move – and the benefits of doing so – in this essential guide. You can also reach out to our team if you have any questions at the end.
Is moving accountants a good idea?
If you feel you’re not getting the service you deserve, it’s time to switch. Signs the relationship isn’t working include having to chase for responses to queries or receiving unhelpful and vague replies. You should also consider moving accountants if your current provider is not keeping up with legislation changes that could limit your ability to keep up with competitors and grow. Wouldn’t you rather be cutting edge than fall behind the times? Is your accountant:- Showing little or no interest in your business and, instead, going through the motions?
- Failing to strategically prepare for the future and focussing on the past and present instead?
- Taking days to respond to important messages, meaning that you’re constantly forced to chase for responses?
How easy is it to move accountants?
Moving accountants couldn’t be easier. You’ll need to notify your existing provider – which you can do via email if you’re not comfortable having that conversation over the phone. Typically your new accountants will take over at this point. At Bracey’s, once you’ve informed your existing provider that you want to switch, we will then contact them and handle everything – saving you time, money, and stress.Am I allowed to change providers?
Absolutely, the choice of provider of your accounting and taxation services is entirely down to you. At best you’ll have signed a letter of engagement; but this document cannot – and should not – be used as grounds to stop you from moving accountants, even if your next set of returns are outstanding.How do I move accountants?
Follow this simple three-step process to ensure a seamless transition:- Compare at least three providers and don’t forget to read customer reviews before making your decision.
- Before moving accountants, tell your existing firm you’re leaving and settle any outstanding debts.
- Tell your existing provider which accountant you’re switching to so they know who to expect follow-up contact from.