Switching Accountants – The How To Guide – As Easy As 123

Changing Accountants

Switching your accountant, much the same as switching your gas and electricity supplier, can feel like a stressful task that you want to avoid even when you’re not fully satisfied with the services you’re getting. Sometimes people just want to avoid those awkward “goodbyes” and think that they have to endure this when changing accountants. This is not the case!

Step 1 – contact us

We will then contact your old accountant and explain that you are moving your business to us. If required we can also draft a termination letter to your old accountant ready for you to sign.

Step 2 – collection of your accounting records

We will arrange this with your old accountant with no input required from you.

Step 3 – informing HMRC of the change in agent

We will arrange this with HMRC and usually simply requires you to pass us a letter that HMRC will send to your registered address.


So, really, all you need to do is get in touch with us, explain your situation and we then arrange everything else.

There are of course many good accountancy firms out there and people move accountants for many different reasons. Whatever yours may be our aim is to provide all clients with a unrivaled level of support, professionalism and peace of mind – regardless of the size of the client. See our reviews here.


Call Polly or Steve on 01733 699033 and make the switch today!

LeeP Accountants

Helping you keep more of your money