If your current accountant only contacts you at year-end, charges for every phone call, or just feels like the wrong fit: switching is easier than you think. We handle the entire transfer, including the professional clearance letter and Xero file transfer, free of charge.
The five most common reasons we hear in onboarding calls: (1) no proactive advice, only compliance; (2) slow or non-existent email replies; (3) surprise invoices for "extras"; (4) the firm has grown impersonal; (5) the team isn't up to speed on cloud software or MTD. None of those are acceptable in 2026.
You: sign our online engagement letter and notify your current accountant in writing (we provide a template - one sentence). We: send a professional clearance letter, collect prior tax returns, accounts and Xero/QBO file, register as your agent with HMRC, and set up your portal. You don't need to chase anything.
If you've paid your current firm in advance for unfinished work, you're entitled to a pro-rata refund. We help you raise it - most firms refund without argument. Mid-year switches are completely normal and don't affect compliance.
30-minute call. We'll be honest about whether we're a good fit.
Fixed monthly fee, no hidden extras. Approve online.
We do all the paperwork. You email your old accountant once.
Portal access, Xero handed over, agent codes filed with HMRC.
Almost never. Professional clearance is a routine matter governed by ICAEW/ACCA codes: your previous accountant must hand over your records promptly.
Ask for a pro-rata refund. We provide a template letter. Most firms refund within 14 days.
No: and we often speed it up. Mid-January switches happen routinely; we keep a dedicated turnaround capacity for new clients.
Not unless you want to. We support Xero, QuickBooks, Sage and FreeAgent: your existing file comes across as-is.
