Switching accountant: how to make the change smoothly
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Moving to a new accountant is common — and usually straightforward when both firms follow professional clearance etiquette.
Typical steps
- Introductory meeting with the new firm
- Written proposal and engagement letter
- Professional clearance request to your current accountant
- Handover of records and software access
- HMRC agent authorisation updates
Timing tips
Mid-year switches are fine for many services. Around year end or VAT quarter ends, plan a little extra lead time so filings are not caught between firms.
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