How to change your accountant

The 5 simple steps to change your accountant to HB Associates.

Getting your accountancy right is paramount!

That’s why at HB Associates we know how much of a big decision it can be when choosing the right accountant for you.

If you are thinking of changing your current accountant or you need an accountant for the first time, see our simple 5 step guide below.

step one

An initial free, no obligations meeting!

Here we will discuss your business needs and goals and how HB Associates can help you.

We really believe that we can offer you the expertise that you require to make your business a success.

step two

After our initial meeting, you will have all the information you need to make an informed decision.

We really hope you chose HB Associates as the right accountants for you.

Once you have made the decision to appoint HB Associates as your accountants, you will need to notify your current accountant (if you have one!) of your intention to move.

Next we suggest that you arrange with your former accountant a suitable time to implement the handover.

Ideally, this should be at the end of a VAT quarter, payroll run or year end to ensure a smooth transition.

You will need to settle any outstanding fees with your previous accountant.

step three

Once you have notified your previous accountant, we will send them our professional clearance letter.

This letter will ask them to give us professional clearance to take on the role as your new accountants.

It will be at this stage that we will ask them for all your previous accounting records. This gives us the information required to continue with your affairs.

step four

We will then issue to you our letter of engagement.

This will set out the terms of our engagement and the services we will be providing to you.

No work is able to be started until you have agreed to these terms and we have received back the signed copy of the engagement letter.

Lastly, we will also ask you to provide identification to satisfy Money Laundering Regulations.

step five

Last but by no means least, you can now sit back, relax and we will take it from here!

If you’re ready to take the first step, please hit the contact us today button below.

We look forward to working with you in the future!