Is It Hard to Change Accountants?
Many business owners stay with an accountant longer than they should, simply because changing feels like a hassle. But is it really that difficult?
In reality, switching accountants is a straightforward process. Accountants are used to it—it’s a normal part of business life. If you're not getting the service, advice, or value you expect, changing is far easier than you might think.
Why People Switch Accountants
Common reasons include poor communication, lack of proactive advice, unexpected fees, or simply outgrowing your accountant’s capabilities. Sometimes it’s just about finding someone who’s a better fit.
What’s Involved in Changing?
The process is simple:
Notify your current accountant—usually by email.
Your new accountant contacts them with a professional clearance letter requesting your records.
Handover happens—your accounts, tax records, and necessary paperwork are transferred.
Sign authority forms so your new accountant can liaise with HMRC or tax authorities.
That’s it. No complicated admin on your part beyond a few signatures.
Common Concerns
Is it rude? No. It’s a business decision.
Will it disrupt my business? Very unlikely if timed sensibly.
Can they refuse to hand over records? Only if fees are unpaid—but professional standards mean they must cooperate.
When to Switch
You can switch at any time. While it’s slightly neater around a year-end, there’s no rule against switching mid-year.
How Long Does It Take?
Often just a couple of weeks, depending on how responsive your old accountant is.
Final Thought
Switching isn’t hard—it just feels like a big step. If you’re not getting the service or advice you deserve, making the move could be one of the simplest ways to benefit your business.
