How easy is it to switch accountant?

If you are happy with your current accountant - brilliant. It's really important to choose the right accountant for you and your business.  Here's some great tips to help you decide or review your current provider.  

 

However, if you are considering switching accountants, you might think the process will take several months, costing you a lot of time and money and inconvenience. Switching is actually really simple.  Your new accountant should take care of this for you directly, with little or no input needed from you.
 

Will it cost me to switch?

There should not be any fee to pay to switch. 

If I have paid my accountant in full, should I wait until they have completed the work before switching?

You can change accountants at any time.  If you've paid in full you can ask for a statement and your previous accountant can provide you with a refund of the difference to cover the work they have completed.

How do I break the news to my current accountant?

The great news is we take care of this for you.  We  are a helpful bunch and we make this hassle free and easy for you. Simply let them know you're moving and  we'll be in touch with them.

So, if you’re thinking about making the move , here are the steps to a smooth handover:

1) Get in touch with us and will take a few simple details

2) We'll contact your accountant and take care of any paperwork

3) That's it! You're all set and can get on with running your business

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Great accountants could not ask for any more. Reasonably priced and great at responding. I moved from another accountants and Purple Accounts made it seamless.

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Ross

Thinking of joining us?

See how Purple Accounts can help you with a free, no obligation chat with an expert.

HOW IT WORKS IN 6 EASY STEPS...

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Get a quote and sign up for your fixed fee accountancy package

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We are on hand to support you by Zoom, phone, or email - it's all included in your package

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Send your paperwork each month

No spreadsheets, software or stress

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XERO 24/7 access - included free in your monthly package

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We do your bookkeeping, payroll, accounts and tax - it's all included so you don't have to worry

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Get on with what you do best - running your business.