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Switching made easy

When you work for yourself, we believe that you need a value for money price that offers great service and proactive advice from your accountant.

How easy is it to switch from one accountant to another?

At South West Accountancy, we make this as simple as possible for you.

The first step is to contact us, we will discuss the move with you over the phone and when required book a FREE, no obligation, consultation so that we can understand your circumstances and then offer you a fixed fee quote which stands for three months.

Once you have decided that South West Accountancy is the right choice for you, you may be wondering how you are going to break the bad news to your previous accountant. Now comes the easy part, you can instruct us to do that for you!

We will write to your previous accountant informing them to provide us with all of your accounting and tax records that they hold and we will prove that you have made the decisions to switch accountants.

All accountants are expected to provide the paperwork and records within a reasonable amount of time by their professional bodies and accountants are familiar with the process.

How much will the accountant charge to hand this information over?

Providing you have paid for any work your previous accountant has completed then there should not be a charge for this. Some accountants may charge for 30 minutes of their time.

If I have paid my accountant in full, should I just wait until they have completed the work before switching accountants?

You have every right to change accountants at any point in time and if you have paid in full then you can ask for a statement of account to be provided and the accountant should provide you with a refund of the difference to cover the work they have completed but not the work they are yet to complete.

We can help you every step of the way, we are known for our friendly and approachable service and we can make life simple for you.

The first step is to contact us, we can then book a FREE, no obligation, consultation.

If you are thinking about changing your accountant, At South West Accountancy we can ensure that your transfer to us is straightforward. We understand how busy you may be trying to struck a right balance between a healthy personal life and running a successful business.