GuidesGuide to switching accountants
Guide to switching accountants
Switching firms is common when pricing, communication, or service no longer fits. With preparation, the transition is controlled — not dramatic.
When is a switch worth considering?
Consider a change when everyday friction repeats — not because of one busy month.
- Pricing is unclear or extras arrive as surprises
- Response times drag and questions go unanswered
- The business has grown but the service has not
- Software or reporting does not support decisions
- Trust has weakened around filings, deadlines, or errors
Notice period and contract
Check your current contract’s notice period and any fixed term. Notice is often one or two months, but terms vary — read your own agreement.
Agree in writing until which date the old firm handles filings and what moves to the new one. That clarifies responsibility during the transition month.
Data handover
You are entitled to your company’s accounting records. Agree on format (e.g. digital archive, software access) and timing before notice takes effect.
The new firm usually needs at least: chart of accounts and balances, the latest annual accounts, open payables and receivables, payroll master data, and up-to-date tax information.
Keep the transition under control
- Do not switch in the middle of critical filing deadlines without a plan.
- Keep one contact person on each side — old and new firm.
- Keep your own copy of transferred files during the handovers.
Switching checklist
- Read the current contract: notice period, how to terminate, data release
- Set a preferred start date with the new firm
- Ask the new firm for a transfer plan and responsibility split
- Confirm ongoing VAT, payroll, and other filings
- Agree whether to keep or change software
- Get confirmation that data was received and opened by the new firm
Frequently asked questions
Can I switch mid–financial year?+
Yes. It is common. Just ensure filings and data transfer are clearly agreed with both firms.
Must the old firm help with the transfer?+
It depends on the contract, but releasing your records is normal practice. Agree timing and format in writing.
Do I have to change software at the same time?+
Not necessarily. Many keep the same system. If you change, budget time and possible costs for onboarding.
How does comparison help with a switch?+
You get comparable offers for your new situation and can prepare before giving notice.
Looking for a new firm?
Describe your situation in the enquiry. Suitable firms can quote for a switching context.