Changing Accountants Icon

Changing accountants now could be a sensible move

Why stay with an accountant that doesn’t talk the same language as you? why stay with an accountant who only reports the past and doesn’t help you look to the future? why stay with an accountant who makes you wait for months before producing a set of accounts that doesn’t give any insight into how your business is performing right now?

If any of the above applies to your accountant, then it’s time you made the move to Chippendale and Clark. We’re here to help small businesses succeed, which means providing sensible forward-thinking advice based on the here and now. We’ll make sure you’ve got the information you need – exactly when you need it – to help grow your business.

And if you think that switching accountants is painful, think again. Your current accountant is legally obliged to provide us with all the historical information we need in a timely fashion – and we’re here to make sure that the process goes through smoothly and efficiently, with minimal disruption to your business.

“Chippendale & Clark provide a friendly and personal service. They’re very knowledgeable and experienced and have really helped with my day to day financial affairs.”
Mike Radcliffe, Radcliffe Fire Protection
Seven sensible steps to take when switching accountant

Changing accountants shouldn’t be difficult, time-consuming or stressful – the process can be carried out in seven straightforward steps.

Step 1:
An initial meeting with your new accountant enables you to go through your affairs together, and get to know each other. You need to trust in, and rely on, your accountant so it’s important they know and understand your business as thoroughly as possible from the outset.

Step 2:
During this meeting you can discuss tax savings that will be addressed as future savings – it’s something you’ll want to be aware of and crucial for forecasting ahead.

Step 3:
From your initial meeting, your accountant will be able to provide you with a quote for their services. You must sign and return the quote for the switching process to go ahead.

Step 4:
Your new accountant will register you, as their client, with HMRC – this enables them to contact HMRC and speak to them on your behalf. Once you receive your letter from HMRC confirming the changes, you can forward this on to your new accountant.

Step 5:
If there are any tax savings measures that can be made to benefit your business, your accountant will enact these for you.

Step 6:
Your new accountant will contact your previous accountant to send over all information, accounts and tax returns related to your business.

Step 7:
Your new accountant will request any information needed for returns to ensure your accounts are up-to-date and in order.

All communications with HMRC, and responsibility for retrieving all relevant previous records, should be taken care of by your accountant so that you don’t have to.

If you’d like to discuss in detail the process of changing accountants to Chippendale & Clark, contact us for an informal, no-obligation chat – we’d be very happy to help.