How difficult is it to change accountants? It’s as easy as 1,2,3…

This is a question we have been asked many times since we launched Clarand accountants. We have found that business owners think it will be a difficult, drawn out process that will possibly even incur additional costs, so unless there is a real issue with their current accountant clients just stay put. 

It is very easy to change accountants and there should be no additional costs in leaving your current accountant.

1. All you need to do is contact your current accountant (by email is fine) and let them know that you no longer want them to act on your behalf.
2. Your new accountant will write to your previous accountant as ask for “professional clearance”.  This is a letter that all accountants must send to ensure there is no reason that they shouldn’t take on the new client. Included within the professional clearance letter will be a request for all of the information relevant to the client.
3. The old accountant will send all the relevant information to the new accountant, and then the new accountant can commence work on your behalf.

It’s as easy as that!