A clearer handover. Less uncertainty.

Thinking of changing accountant? Start with a free initial conversation about your business and deadlines.

Tell us what you need

Share your business type, current services and any urgent deadlines. We agree the scope and fees before starting.

Agree the handover

With your authority, we contact your existing accountant for professional clearance and request the relevant records.

Complete onboarding

We arrange the engagement, identity checks and tax-agent authorisations needed for the agreed services.

Confirm who does what

We confirm outstanding work, records received and responsibility for upcoming filings so nothing is assumed to have transferred automatically.

What to have ready

Your company name, current accountant’s details, bookkeeping software, latest accounts and known filing dates. We will arrange a suitable way to share confidential records after the initial conversation.

Discuss your handover →