Switching accountants is often easier than you think.
The first step is to talk to one of our Business Consultants, for a free no-obligation consultation so that we can understand your commercial and personal requirements. We will then offer you a fixed fee quote which is valid for 3 months.
Once you have decided that Girlings is the right choice for you, we will write to the outgoing accountant to inform them of the intended change, provide them with clearance to act and request all of your accounting and tax records.
Transferring information from one accountant to the next is generally straightforward.
The vast majority of accountants are familiar with the process and respond with good grace and the required information within a reasonable period of time. As long as you are up to date with your fees, the outgoing accountant will not usually make a charge for this, although some may levy a small administrative fee to collate the paperwork.
You can switch accountants at any point in the year, but the majority of our clients choose to do so shortly after the end of their financial year, but before their incumbent accountant has started work on the file.
No matter what time of year it is, it is well worth getting in touch with one of our Commercial Managers to talk through how we can help you extract useful commercial guidance from the accountancy process and plan for growth.