Why switch accountants?
The top reasons leading business owners to switch accountants include: rarely providing support, limited industry knowledge, making them feel like a low priority, being behind on technology, being unresponsive and not providing enough value.
I strive to ensure that I support my clients, know my stuff, make you feel as valued as you genuinely are and provide a service that is competitively priced. Technology is constantly changing and I am on hand to help this every step of the way. Being responsive to your needs is my main priority. There is nothing worse than chasing people to give you support, information or advice – I pride myself on prioritising this in my practice. SO, what are you waiting for?
3 simple steps to switching
1. Inform your existing accountant
The main action for you to get the ball rolling is to inform your existing accountant by writing or emailing that you plan to switch accountants.
You can also at this point consider any outstanding work to be completed. You can also discuss a handover date if there is outstanding work to be done, but also know that as your new accountant I will make the changeover simple.
2. Register with us as your new accountant
I will send you our standard terms of engagement and quote for services, and once signed, I will then carry out anti-money laundering checks as per Anti-Money Laundering Regulations. This is not time-consuming, and usually only requires photo ID and proof of address from you.
You are now a client!
A P Carter will take over the communication with your old accountant and go through the clearance process.
3. Clearance
I will write to your new accountant formally, a process known as ‘clearance’.
The letter will outline that you have engaged us as your new accountant, and I will ask if they think there are any reasons not to take you on as a client.
I will also ask for copies of previous accounts, tax records, tax returns and any other information we need to make the transition as smooth as possible.
And that’s it!
Our commitment to you
A P Carter would be delighted to welcome you to our practice and are committed to providing a service where you are supported, are a priority and always receive timely responses to the queries that you have.
Switching accountants does not need to be painful and making the right move for you and your business is a step towards a successful and thriving business.
You can read what our clients say about us here and remember, you can always pick up the phone or send me a text to make contact.
It's good to talk
Getting to know our clients is how we can best advise them, and build long-term relationships. That’s why we offer everyone a free initial consultation without any strings attached.
