Switching is a one-email job. We do the rest.
Staying with an accountant who doesn't reply, surprises you with bills, or treats freelancers and the self-employed as an afterthought costs more than switching ever will. Here's exactly how it works.
Four steps, one of them yours
- 1You say yes
Fill in the get-started form or book a call. We confirm your package and fixed price in writing.
- 2You send one email
A two-line courtesy note to your current accountant — we give you the template.
- 3We handle the handover
We request professional clearance and your records, register as your agent with HMRC, and set up FreeAgent (or take over your existing account).
- 4You carry on
Nothing lapses, no deadline is missed, and from day one you've got someone who actually answers.
Signs you've outgrown your accountant
- You hear from them once a year — usually an invoice
- Every question feels like it's on the clock
- "We'll get to it" is the standard reply in January
- You still don't know what your tax bill will be
- They've never once suggested a way to save you money
Asked all the time
Will switching accountants annoy HMRC or cause problems?
No. Businesses change accountants all the time — HMRC doesn't care who acts for you as long as filings happen. We update your authorisations as part of onboarding.
Do I have to speak to my old accountant?
Only to send one short courtesy email (we'll draft it for you). Everything else — records, professional clearance, handover — happens accountant-to-accountant.
When's the best time to switch?
Any time. There's a myth you must wait for year-end; in practice we can pick up mid-year and it's usually better than limping to a deadline with a firm you've outgrown.
What does it cost to switch?
Nothing from us — onboarding and handover are included in your fixed monthly fee. Your old accountant shouldn't charge for standard professional clearance either.
How long does it take?
Typically about a week from 'yes' to fully set up, most of which is waiting for your previous accountant to respond.
