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.
- 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.
- 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.
- 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!