Changing accountants isn’t something most people look forward to. A lot of the firms that come to us have been with the same accountant for years. They’re not necessarily happy with the service, but the thought of changing accountants feels complicated and overwhelming.
They have very real concerns, like:
In practice, it’s almost always much simpler than people expect, because we manage the whole thing.
We make sure you feel looked after, not passed around or left wondering what is happening.
In simple terms, we help businesses get sorted, keep things right, and take them forward.
Everything starts with a conversation. We get to know your business, where things stand, and what you’re trying to achieve. There’s no obligation and no sales pitch. You’ll come away with a clearer picture of whether we’re the right fit.
If it feels right on both sides, we put a clear written proposal together within 48 hours. You’ll know exactly what’s included and what it costs. You sign it through our online system, along with a direct debit mandate and an authority letter that lets us contact your previous accountant on your behalf.
From there we take over. We get in touch with your previous accountant, gather everything we need, and get your accounts set up on Xero. The whole onboarding process usually takes two to four weeks. We check in with you along the way and you’ll meet your dedicated client manager before we’re done.
This is where it feels different from what you’re probably used to. Depending on your level of support, that means monthly or quarterly Growth Reports reviewed with you face to face, an annual Business Roadmap broken down month by month, pre year-end tax planning, and a team that’s easy to get hold of when something comes up.
What happens next
The process is designed to make switching feel manageable from the first conversation onwards. We explain what happens, put the proposal in writing, handle the handover, and keep you updated as things move across.
No pressure, no jargon, and no leaving you to chase the details yourself.
Changing accountants is simpler than most people expect. Once you sign your proposal with us, we write to your previous accountant requesting your records and professional clearance, register with HMRC as your new agent, and manage the whole handover. You don’t need to be involved in most of it. The process usually takes two to four weeks.
Yes, you can change at any point in the year. There’s no requirement to wait until your year end, though that’s often the tidiest time to make the move. We manage the whole handover and work out the most practical timing with you.
No. Once you instruct us, we write to your previous accountant on your behalf. This is standard professional practice, and they’re obliged to cooperate with the handover and pass across your records.
Changing accountants costs nothing. You’ll settle any outstanding fees with your previous accountant as you normally would, and our fees start from the point we begin acting for you.
We get to know your business, and where you want to take it, and you get to know us and the way we work. It’s a free, no-obligation conversation, usually around 30 minutes. You’ll come away with a clearer picture of whether we’re the right fit, with no pressure either way.
We’re based in Bellshill, Lanarkshire and prefer to meet in person where we can. Most clients find it makes a difference, especially at the start. We work with firms across Lanarkshire and Central Scotland though, and are flexible about how we meet once the relationship is established.
The best way is a short discovery call. We’ll ask about your business, where things stand and what you need. If we’re not the right fit, we’ll say so. If we are, we’ll tell you what that looks like and what it costs before you commit to anything.
Fees vary depending on the size of the business and what’s included. We provide a clear fixed-fee proposal within 48 hours of your discovery call, so you know exactly what you’re paying before you commit to anything.
How We Work
In our world, it’s about more than numbers, it’s about spotting the details others miss, counting what really matters and discovering hidden value! If you can find them all, you might be exactly the kind of client we work best with.
Find Out More
You’re now entered into our quarterly Tunnock’s hamper draw and have unlocked a complimentary financial health check.
Our free monthly eNEWS email keeps you up to date with the latest news from the world of accountancy.
Take our 2-minute assessment and find out how prepared you are.
Answer 8 yes/no questions. Each answer is weighted equally and you’ll see your growth readiness score at the end.
Question 1 of 8
This gives you a starting point for seeing how ready your business is for growth, and where a few gaps might be making things harder than they need to be.
Book a call with us and we’ll talk through your results properly.
CEO BA CA
And... how do you eat yours?
Straight down the hatch, nae messing about!