Small Business Support

How to change accountants

Breaking up is never easy… You’ve known your accountant a long time. You’ve worked closely with them for years and built up a high level of financial intimacy. And whilst there’s a good reason to consider a new accountant (you’ve outgrown them, or you need more specific services) changing your accountant is a big decision.

The good news is that it’s a really simple process to change accountants. What’s more - we have a dedicated member of our team who takes care of the whole process (the multi-talented George).

If you’re transferring your accounts from another firm, we’ll write to your current accountant to request the handover of all of the latest accounting and taxation workings. There’s a protocol amongst accountants to fulfil these requests quickly and efficiently.

And that’s it! We’ll then have everything we need to pick up where they left off. You can rest assured that we can seamlessly begin to work on your accounts, tax, payroll and VAT affairs with no interruption.

Considering a change? Give us a call to have a no obligation chat about how we can help and how easy the process is. Get in touch or give us a call on 0131 220 015 - we’d love to hear from you.

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Call us on 0131 220 0152 or complete the enquiry form

We are a team of award winning Chartered Management Accountants based in Edinburgh. We are cloud accounting and tax specialists helping businesses and contractors in the technology and food & drink sectors across Edinburgh and the Lothians. Your Tech-Savvy Edinburgh Accountants since 2007.