Changing your accountant

The path of least resistance is for you to write to, or email, the outgoing accountant and copy us in. Within that, you authorise them to provide whatever information is needed by us.

We then send a 'clearance letter' [email], which enables them to raise any outstanding issues that may cause them to hold on to information pending resolution.

The letter makes the assumption there are no such issues and so goes on to request whatever is appropriate.

In the vast majority of cases this is a quick, non-contentious procedure. After all, it is in their interests to expend as little time as possible on a matter that will generate no further income. These days it may be done completely by email with documents attached, which is the quickest and cheapest way.

Then it's up to us to provide the services you require to a high standard at an acceptable price so that you feel relaxed and confident; and will therefore stay with us for years to come.