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Practice · 5 March 2026

Switching accountants: what really happens

It is the thing people put off for years. In practice it takes one email from you and about two weeks in the background.

4 min read

Most people stay with an accountant they have outgrown for longer than they should, because they imagine the switch is awkward and disruptive. It is neither.

You do not need to have an uncomfortable conversation. You tell us you would like to move, and we write to your existing accountant requesting professional clearance and your records. That letter is a completely normal part of practice life and no one takes it personally.

In parallel we complete anti-money-laundering identity checks, agree your fee in writing, and register as your agent with HMRC so we can act on your behalf.

Timing matters slightly. The easiest moment is just after a set of accounts has been filed, because there is a clean break in the records. But mid-year moves happen constantly and are not a problem.

The whole process usually takes around two weeks, and almost all of it happens without you needing to do anything beyond that first email.

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