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Switching Accountants Made Simple
Move to a fixed fee accountant at any time of year. We handle the handover with your old accountant and HMRC, free
Unhappy with your accountant? Switching is easier than you think. We contact your old accountant, get the information we need, take over your HMRC and Companies House filings and make sure no deadline is missed.
- Free switching, no fee to move
- Any time of year
- We contact your old accountant
- No deadline missed
Get your fixed fee to switch
Free, no obligation. We usually reply the same working day.
Thank you, we've received your details
One of our accountants will be in touch shortly with your fixed fee. Need us sooner? Call 020 3369 0738.
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How much does it cost when switching accountants?
Switching is free. Choose your business type to see your new fixed monthly fee.
Your business
Switching is free. Your new fee is confirmed in writing before you move.
In short
How does switching accountants work?
Switching accountants is straightforward and can happen at any time of year. Your new accountant sends a professional clearance letter to your old accountant asking for the information needed to take over, such as previous accounts and tax returns. You authorise the new accountant with HMRC, and they take over your filings. You usually just need to tell your old accountant you're leaving, in line with any notice period in their engagement letter.
- Switching feeFree
- WhenAny time of year
- Typical handover2 to 4 weeks
- Who contacts your old accountantWe do
Common reasons for switching accountants
If any of these sound familiar, it may be time to move.
- Slow replies to emails and calls
- Surprise bills for questions or letters
- Last-minute filings close to deadlines
- No advice on saving tax
- Paper-based processes instead of online software
- Fees that keep rising without explanation
How switching accountants works with us
Four simple steps. We do the work.
Get your fixed fee
Tell us about your business and we confirm your new fee in writing.
Identity checks and sign-up
Quick online ID checks, then you accept your engagement letter online.
We contact your old accountant
We send a professional clearance letter and request your records.
We take over
We get authorised with HMRC and take over your deadlines from day one.
When is the best time for switching accountants?
You can switch at any time. A few timings make the move even smoother.
| Timing | Why it works well |
|---|---|
| Straight after a filing | Your latest return is done, so there's nothing in progress |
| At your year end | We prepare the whole year from the start |
| Before a VAT quarter starts | A clean break for your VAT records |
| Close to a deadline | Still possible. We prioritise anything urgent |
What we need when switching accountants
We collect most of this from your old accountant. You just need to tell us:
Your details
- Your name, address and date of birth
- Your UTR and National Insurance number
- Your company number, if you have one
Your current accountant
- Their name and email address
- Any deadlines coming up
- Any letters from HMRC you've had
Your records
- Access to your accounting software
- Bank statements, if no software
- Your last accounts and tax return
What you get after switching accountants to us
Everything included for one fixed monthly fee.
- A named accountant who knows your business
- Replies within one working day
- Unlimited questions by phone, email and video
- Deadline reminders, well in advance
- Tax-saving advice, not just filing
- Cloud software and receipt capture
- HMRC letters handled for you
- Your fee fixed for 12 months
Fees after switching accountants
Fixed fees, agreed in writing before we start. Prices exclude VAT.
Sole trader
Accounts, your Self Assessment tax return and unlimited advice.
See sole trader pricesLimited company
Accounts, CT600, director payroll and the director's tax return.
Check my exact priceLandlord
Rental accounts and your tax return for 1 to 2 properties.
See landlord pricesSwitching is free. Compare all packages.
Staying with your accountant vs switching accountants to us
Many people stay with an accountant out of habit. Here's what changes when you switch.
| Doing it yourself | With Fixed Fee Accountant | |
|---|---|---|
| Fees | Hourly rates or surprise bills | One fixed monthly fee |
| Replies | Days or weeks | Within one working day |
| Questions | Often charged | Unlimited, included |
| Software | Paper or spreadsheets | Cloud software included |
| Switching cost | None to stay | Free to switch |
Switching accountants for every type of client
Choose your situation to see how we help.
Sole traders
Move your accounts and tax return to a fixed fee.
Accountant for sole traders →Limited companies
Company accounts, CT600 and payroll taken over smoothly.
Accountant for limited companies →Contractors
Switch mid-contract with no gap in your filings.
Contractor accountants →Landlords
Rental accounts and Making Tax Digital handled.
Accountant for landlords →Partnerships
Partnership and partners' returns moved together.
Accountant for partnerships →Construction firms
CIS returns taken over without missing a month.
Accountant for construction firms →Behind with your filings?
Switching is the perfect time to catch up. We bring overdue years up to date and appeal penalties where you have a reasonable excuse.
Fixed fee accountant to switch to
When you switch accountants to us, you pay one fixed monthly fee, agreed before you move, with questions, letters and reminders included.
- Price agreed in writing first
- No hourly rates
- No charge for questions
Switching to an online accountant
Switching to an online accountant means secure document upload, cloud software and support by phone, email and video, including evenings and Saturdays, wherever you are in the UK.
- Secure online document upload
- Evenings and Saturdays
- Support anywhere in the UK
Switching accountants FAQs
Can I switch accountants at any time?
Yes. You can switch accountants at any time of year, even close to a deadline. We prioritise anything urgent during the handover.
Is there a fee for switching accountants?
No. Switching to us is free. You pay your new fixed monthly fee from the month we take over.
Do I need to tell my old accountant I'm leaving?
Yes, you should let them know, in line with any notice period in their engagement letter. We then contact them directly for the information we need.
What is a professional clearance letter?
It's a letter your new accountant sends your old accountant, asking whether there's any reason not to take you on and requesting the information needed to continue your work.
How long does switching accountants take?
Most handovers take 2 to 4 weeks. We can act sooner if a deadline is close.
Will I miss any deadlines when I switch?
No. We check all your upcoming deadlines on day one and make sure nothing is missed during the handover.
What if my old accountant won't hand over my records?
Your old accountant should provide information you're entitled to. If there are delays, we can usually get what we need from HMRC, Companies House and your own records.
Can I switch accountants mid-year?
Yes. We take over from any point and prepare the full year, using your records and any work your old accountant has completed.
Do I have to change my accounting software?
No. We work with Xero, QuickBooks, FreeAgent and Sage. If you'd like to move to cloud software, we set it up free with your package.
Will my old accountant charge me to leave?
Some accountants charge for work already done or to prepare handover information. Check your engagement letter. There's no charge from us to switch.
Switch accountants today
Tell us about your business and we'll confirm your fixed fee, usually the same working day.