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Switching accountants: how easy is the process?





We get it - you want to switch accountants, but you're busy and it's a bit of life admin that just keeps getting pushed to the bottom of the pile.


Fortunately, when you do get around to sorting this, you'll find that the process is incredibly easy.


Once you've chosen a new accountant, all you need to do is contact your previous accountant to let them know you'll be moving on.


Your new accountant will make contact with your previous accountant to request a handover of all your information - this is known as 'professional clearance'.



Your previous accountant will pass all your documents onto your new accountant - e.g. previously filed accounts and tax returns, your codes & references, etc. - it really couldn't be easier!


What to check with your previous accountant


To ensure a smooth transition, here's a few questions to run by your previous accountant:


  1. Am I tied into a notice period, e.g. 30 days?

  2. Is there any outstanding work that you are currently completing?

  3. Are there any services that I have already paid for which I now won't be using? If so, can I please have a refund?


Want to switch to Mystyle? We'd be delighted to have a no-obligation chat, feel free to contact us here to book some time.

©2023 by Mystyle Finance Ltd. | hello@mystylefinance.com

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Mystyle Finance Ltd (15345017) is a limited company registered in England and Wales. Registered office address: 3rd Floor 86-90 Paul Street. London, EC2A 4NE.

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