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Thinking Of Changing Accountant, But Don’t Know Where To Start?

We firmly believe at COUNT that you shouldn’t change your Accountant unless you’re unhappy. There are a lot of good Accountants out there and we’d be wrong to tell you to change just for the sake of it.

However, we’re often asked what the process is for changing Accountants when meeting new businesses, so we thought we’d write just the article outlining the process!

Step 1 - Meet COUNT

We’ll talk through exactly what you need from us as an Accountant and how we can help your business. Discussing your business needs and ultimately getting to know you and your own goals.

We offer a wide variety of services ranging from advice and planning to standard tax returns to our full service, which offers a pre-year-end report – allowing you to minimise your tax liability and gain specific information about your business.

If, for example, you were a self-employed hairdresser we would ask you questions like –

  • How do you keep track of your income each month? Do you have accounting software in place for this? Or do you keep it written in a salon record book?
  • Are all business expenses paid directly from your bank account? Are any of these paid personally?
  • What are your goals for the future? This can be professional or personal – allowing COUNT to get to know you better and steer you in the right direction to achieve these.

On the other hand, you might come to COUNT with a more complex challenge. You may find yourself with unsubmitted taxes, with directors leaving the business, wanting to change business structure, or simply looking for customized business reports allowing you to make better decisions.
We would get to know you more on a bespoke level here and often visit premises onsite to get a real ‘feel’ for the business and know it inside out. 
You can set up a meeting by clicking here or calling the office on 01383 740700.

Step 2 – Complete the onboarding process.

If you feel like you could COUNT on us after our meet, we’ll sign you up to our online portal which will allow you to sign our engagement letter electronically. This letter is always the first step; it is a written agreement that describes the business relationship between us and you. 

This onboarding process takes around two minutes to complete and can be done at your fingertips (we know you live busy lives!)

Once signed up, you will have access to your online secure portal. Here, you can upload any information that COUNT requires at any time, keeping confidentiality and security a top priority within the office and your business.

Step 3 – Notify your current Accountants.

After speaking with COUNT and completing our onboarding process, the next step is for you to draft an e-mail CC’ing COUNT into it. The e-mail could look something like this…

“Dear ‘Name’,
I am writing to inform you that we have decided to change accountancy services provider. 

We will be using John Mauchline at COUNT Accountants. John will be in touch with you shortly with the request of handover information.

Thank you to all for your support over the last few years and I wish you well in the future.

Kind Regards
Joe Bloggs”

Step 4 – Let us do the rest!

This step is where COUNT tailors our approach (after our initial meet) to suit you and exactly what you need from us.

It may be that our next step is to simply gather information for a yearly tax return and an e-mail would be sufficient. For example, this could be requesting bank statements, copy of sales invoices and expense receipts. 

Or it could be developing a plan to tackle a project which may involve bringing in specialised individuals and planning a visit on site your business. Allowing us to extract crucial information for the project and hit the ground running.
Whatever the challenge, you can COUNT on us.