Maybe they have been late with work that they promised?
Maybe they never get back to you when they say they will?
Do you feel you might be paying over the odds for the level of service you’re getting?
Then it could be time to switch to the freshwater.
Sign up for 12 months and we’ll give you 2 months absolutely free.
Call us on0845 467 57 97
All it takes is one letter or email. You simply need to instruct your current accountant that you’re appointing freshwater and give your authorisation for them to correspond with us. We will contact them, get all your information and paperwork and sort everything out for you.
Inform your existing accountant that you are leaving them and that they have your permission to pass over all details/documents to the new accountant when requested. This can be done in writing or via email.
Your new accountant will write to the old accountant as a professional courtesy requesting all documents that are held on behalf of yourself, as the client, and clearance to act. At the same time you should provide all information you hold to the new accountant that they request.
This is the step that takes the longest because it relies on the old accountant providing all takeover documents (copies of accounts, CT600, trial balance, VAT returns etc.) in a timely manner. Provided the old accountant co-operates then the delays should be minimal and your new accountant will be able to start bringing your file up to date.
With the file up to date you will now be in a position to make use of your new accountant when necessary and your new accountant will be in a position to process your paperwork.
Things to watch out for when transferring accountants:
You may wish to avoid transferring part way through the company’s financial year as this may give rise to additional ‘takeover’ or ‘catch-up’ fees, meaning you are, in effect, paying twice for your accounting needs
There will be delays in receiving a full service from the new accountant if the old accountant is not forthcoming in providing all the takeover information as requested
Check carefully with your old accountant regarding transfer or termination fees. At freshwater we do not charge any termination fees if you decide to cease using our services.
Some pointers to look for would include:
Will you have your own dedicated accountant, with their direct line and direct email address?
Do they provide the initial set up free of charge?
Can you leave with no penalty or are you committed for 12 months or more?
If you choose to change accountants, will they transfer your accounts and paperwork at no charge?
freshwater can answer YES to all of the above questions
Take advantage of our free consultation by calling us today on 0845 467 57 97.