switching accountants
switching accountant is easier than you think
Selecting the right accountant is crucial for your business's success. The right accountant can help save you money, boost your profits, and provide essential support through challenging times.
At Even Solutions Accountancy, we strive to take the stress out of managing your finances. We believe you should feel 100% confident in your accountant’s expertise, and we aim to provide real, visible benefits to your business from day one.
If you’re feeling let down by your current accountant, it might be time for a change. Switching accountants is easier than you think. We make the process seamless and hassle-free, ensuring your business stays on track while we handle the transition for you.
how do you know if you should switch?
Choosing the right accountant is vital for the health of your business. If you feel uneasy or dissatisfied with your current accountant, it's worth investigating further. Trust your instincts. If something doesn’t feel right, it probably isn’t. Here are some key indicators that it might be time to find a new accountant.
high fees
Compare what you're paying with the rates of other local firms. If you find you're being overcharged for the level of service you're receiving, it might be time to look elsewhere.
confusing jargon
Your accountant should be able to explain financial matters in a clear, manner without jargon. If you find their explanations baffling or unclear, this could poor communication skills.
unavailability
An accountant who is frequently unreachable can cause delays and stress. Timely advice and prompt responses are crucial for managing your business finances effectively.
outdated practices
Accountants should stay current with industry trends and requirements, such as Making Tax Digital. If your accountant is not up-to-date, your business could suffer as a result.
lack of understanding
Your accountant should take the time to understand your business's needs and goals. A lack of understanding can lead to misaligned strategies and missed opportunities.
frequent mistakes
Regular errors in your accounts can indicate incompetence or a lack of attention to detail. You should not have to correct their mistakes frequently, to avoid errors in filing.
Not sure if your current accountant is the right fit? By reviewing these key signs, you can decide if it’s time to switch. If any of them sound familiar, reach out to Even Solutions Accountancy, we offer a smooth, stress-free switch and expert accounting support tailored to your business.
is there a good time to switch accountants?
Timing your switch to a new accountant is crucial to ensure a smooth transition with minimal disruption to your business. While the process is straightforward, it's important to choose the right moment. Avoid switching accountants during high-pressure times, such as when tax returns are due. These periods are typically very busy and can complicate the transition. Instead, aim to switch accountants at the end of your accounting period.
This is usually a quieter time, making it easier to handle the handover of responsibilities and ensuring nothing falls through the cracks.If you're unsure about the best time to switch, contact us. We can assess your specific situation and help you determine the most opportune moment to make the change. At Even Solutions Accountancy, we’re here to make the transition as seamless as possible, ensuring you receive uninterrupted service and support for your business.
how to tell your accountant you're switching
If you're thinking of switching accountants, it’s important to be open with your current provider. Let them know why you're moving on, they may appreciate the feedback and it helps keep things professional.
Once you’ve made your decision, we’ll take care of the rest. We’ll contact your previous accountant with a professional clearance request and ask for all the information needed to complete a smooth handover. You won’t need to worry about chasing paperwork or managing the transition, we’ll handle it for you, making the switch as easy and stress-free as possible.
changing accountants, here's how it works
01
decide to make the switch
If you're not happy with the service from your current accountant, it may be time to make a change. Reflect on your business goals and ask whether a different accountant could provide better support and value.
02
notify your current accountant
Let your existing accountant know you're planning to switch. A polite and professional message is all that’s needed. This keeps the process transparent and allows them to prepare for the handover.
03
engage with us
Reach out to us to start the switching process. We’ll learn about your business, understand your needs, and explain how we can offer better accounting support moving forward.
04
professional clearance request
We’ll contact your current accountant to request all necessary documents and information. This is a standard part of switching accountants and ensures nothing is missed during the transition.
05
transfer of records
Your previous accountant will provide the relevant data, and our team will review it carefully. We'll make sure everything is correct and in place to avoid disruption to your business.
06
seamless integrations
We integrate your financial records into our systems and tailor our services to suit your business. From day one, you’ll receive expert support, proactive advice, and clear communication.
