Let's talk about your business

Switching is straightforward and we manage the process for you. Once you sign our engagement letter we will write to your previous accountant requesting professional clearance and your records — this is standard practice and they are required to cooperate. We will also handle HMRC agent authorisation so we can act on your behalf. Most switches are completed within 5 to 7 working days with no gap in your compliance. Get in touch and we will walk you through every step.

To onboard you as a new client we need proof of identity (passport or driving licence) and proof of address (a recent utility bill or bank statement) for anti-money laundering compliance — this is a legal requirement for all UK accountants. Beyond that, we will ask for access to your bookkeeping software or bank statements, your HMRC Government Gateway login details (or we can set up a new one), and any prior-year tax returns or accounts. We will send you a clear checklist after your discovery call so nothing is missed.

In most cases we can begin within 48 hours of completing onboarding. After your free discovery call we send the engagement letter and ID verification request; once those are returned we are ready to go. If you have an urgent filing deadline or a time-sensitive situation, let us know and we will prioritise accordingly. Book your call today to get the process started.