You don’t have to – changing accountants is easy and can be done in just a few steps.
Here’s what you need to do:
1. Register with a new firm – this usually involves signing an engagement letter and forwarding copies of your identification such as a passport/driving licence and a proof of address (for instance a utility bill). You might wish to let them know why you’re moving away from your current accountants so that they can make sure you get a better service.
2. Write to your current accountants to let them know of the switch. An e-mail will suffice. You don’t have to give them a reason, but doing so might help them improve. Tell them your new accountant’s name so when a professional clearance letter arrives, they have the authorisation to disclose your information. You should also agree on a deadline for the outstanding work to be completed.
3. Your new accountant will advise you how to authorise them as your agent – this involves either sending a form 64-8 or performing an action in your online government account. Both methods are quick and easy.
4. Once your previous accountants have finished their work and supplied the new firm with all the information, you’re all ready for a fresh start!
Don’t hesitate to move – you should be satisfied with the services you pay for!
And in case you still haven’t found your dream accountants – read “Why Us” or simply contact us to see how we can help you.
