Changing Accountant

… it couldn't be easier. Read on to find out how to go about it or click here to hear from one of our new clients who found the whole thing very easy.

Step 1

We need to obtain your authority for us to speak to your existing accountant to obtain all your accounting and tax paper work.

To do this, all you need to do is sign an authorisation letter which we send to you.

Step 2

Once we have received this signed letter, we will write what is called a professional courtesy letter and send this to your existing accountant.

We ask the accountant if there is any reason why we cannot take you on as a client. We have to ask this as part of our institute's professional guidelines but it does not normally present any problems.

We also ask them for a copy of your accounting and tax paper work.

Step 3

Once we have received the response from your accountant we will add your opening balances to the system.

However we do recommend that you do not fall behind in your accounting records whilst this administration process is concluded.

So as soon as you agree to become a client we will set you up with access to the system to record your transactions.

Interested in changing accountants?

mail us at admin@CheapAccounting.co.uk

or give us a call on

0844 884 2399