Balsworth & Co.
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Switching to us

Change accountant in two weeks, without missing a date

You do not need to wait for the year end or have a difficult conversation. We write to your old accountant, collect your records and take over from the day you sign.

Start the switch Call 01632 960 471
Hands going through an expanding file of paper records on a wooden desk

What happens, and when

  1. Day one

    You say yes to the fee

    We send the engagement letter and a short checklist. You sign both online.

  2. Within two days

    We write to your old accountant

    A professional clearance letter asking for your records and anything outstanding. You do not have to have an awkward conversation.

  3. Within a week

    We connect your bank and software

    Read-only bank access, your accounting software moved across or set up, and HMRC authorisation to act for you.

  4. By week two

    Your file is up to date

    We check what has been filed, list every date coming up and send you the first monthly note. From here, the deadlines are ours.

What we need from you

Have these to hand and the switch takes about ten minutes of your time.

  • Your name, address and National Insurance number
  • Your old accountant’s contact details
  • Your company number and authentication code, if you have a company
  • Your Unique Taxpayer Reference and VAT number, if you have them
  • Your last set of accounts and tax return
  • Read-only access to your business bank account
An open ring binder of papers with a red folder and a calculator on an office desk

Questions about switching

Can I switch in the middle of the year?

Yes. Most clients do. We take over from the date you sign and pick up anything your old accountant has not finished.

Will my old accountant charge me to hand over?

They should not charge for passing on the information we need. If they have unpaid fees, they may hold back work they have not been paid for; we help you sort it out.

What if my records are a mess?

Three months of catch-up is included with bookkeeping. Beyond that we quote a fixed price before we start.

Is there a deadline I should switch before?

The earlier the better before 31 January or your company year end. We can still help closer to a deadline, but tell us on the first call.

Ready when you are

Book a free call, agree your fee, and we will have your old accountant’s letter in the post within two working days.

Book a free call Work out your fee

Or ring 01632 960 471, Monday to Friday 8:30 to 17:30.

The meeting room at the practice, with a table, two chairs and a flip chart