Easy switching
Switching shouldn’t be a project.
We handle the professional clearance and move the records, so you can get on with running the business.
We handle the handover for you
- Packages from £39 a month
- Bookkeeping included
- Paid monthly by Direct Debit
- Dedicated accountant
- Based in Leeds, working UK-wide
Three steps
We handle the handover.
- 1
Tell us about your business
Answer a few questions and we’ll confirm your monthly fee and what’s included, in writing.
- 2
We contact your previous accountant
We get professional clearance from them and ask for the records we need to take over.
- 3
We get everything set up
We get permission to deal with HMRC for you, link your software and records, and your portal is ready to use.
What we’ll need
A short checklist.
We collect most of this when you join, and anything still outstanding shows up as a task in your portal.
- Your previous accountant’s contact details
- Details for ID and anti-money-laundering checks
- Access to your bank feeds and bookkeeping software, if you use it
- Your authorisation for us to act for you with HMRC
FAQ
Switching questions, answered.
Clear answers before you decide what support is right for you.
Is there a fee to switch?
There’s no separate switching fee. The handover is part of our one-off onboarding fee (£99 for individuals, £149 for companies, partnerships and LLPs), which also covers ID checks and setting up your portal and software.
Can I switch part-way through the year?
Yes. You don’t need to wait for your year-end. We pick up from wherever your records are.
What if my books are behind?
That’s fine. We’ll tell you the price for catching up before we start, and it’s kept separate from your monthly fee.
What if my previous accountant is slow to respond?
We follow up with them directly and keep you updated in the portal, so you’re not the one chasing.
What is professional clearance?
When you move to a new accountant, we contact your previous accountant to confirm there’s no professional reason we can’t act for you, and to request the information we need to take over.
Ready to make the switch?
Tell us about your business and we’ll take it from there.