If you are considering moving Accountant, how easy is it and what are the steps?
What to consider before moving?
- Make sure you’re not tied into any contractual terms which may prevent you from moving.
- We recommend that you get your last filings made in good time. Trying to move Accountant when your next deadline is imminent is not recommended.
- Keep things amicable. After all, you need your old Accountant on side to get your filings up to date and provide all required information to your new Accountant.
- Obtain copies of your Tax Returns, Accounts and all relevant documentation. If your current client has an online portal, download as much documentation as possible.
- Ensure that all unpaid fees are paid and any disputes are settled.
Make the Switch to Ascentant in 7 Easy Steps
Making the switch is as easy as seven steps. However, if you have any questions, please get in touch for a friendly, no-obligation chat. Ascentant Accountancy are a Derby based Accountant who are happy to speak!
Ascentant Accountancy are Accountant’s based in Derby who specialise in working with Small Businesses across the Country – Get in touch on 01332 981920 or info@ascentant.co.uk to discuss your needs.
We can be found at Suite 5 Keynes House, Alfreton Road, Derby, DE21 4AS.
