Switching Accountants Checklist

Changing accountants is often much easier than people expect.

This checklist explains what’s involved and what, if anything, you’ll need to do.

Changing accountants is often much easier than people expect.

This checklist explains what’s involved and what, if anything, you’ll need to do.

Checklist

  • Confirm your new accountant will handle professional clearance
  • Ensure HMRC authorisations are transferred
  • Provide recent records if requested
  • Agree fees and scope of work

If you’re considering switching accountants, we’re happy to talk you through the process.