AccountingBookkeeping

How to Change Your Accountant

How to Change Accountants

The relationship with your accountant is one of the most important you’ll have in business, so it is important to choose the right one.

A professional team who are responsive to your queries, knowledgeable but not patronising.

A team who are interested in the stories behind your numbers and feel invested in the success of your company.  

A team who are familiar with the latest cloud technologies and can help you use technology smarter in you business.

If that doesn’t sound like your current accountant, here’s our guide to moving to Cloudants:


1. Contact Us!

Firstly, contact our team to build your bespoke monthly support package and get to know us a little.

Then, when you are ready,  we will help you complete the process of moving your services to Cloudants, beginning with a short ‘know your client’ (KYC) exercise for anti-money laundering compliance.

 


2. Resolve Any Issues & Pay Any Fees

It’s important to finish things with your current accountants professionally and completely.

We recommend you resolve any outstanding issues and pay any fees which are due.

Our Cloudants can help you pick up any queries once your services have moved across.

 


3. Professional Clearance

We will write to your current accountants asking them to give ‘professional clearance’ for us to take over as your professional advisors.

You old accountants may charge a fee for preparing this work but many will waive this.

 


4. Transferring Records & Access

We’ll ask your old accountant to securely provide any documentation or records that they hold in relation to your accounts.  

If you (or they) use some accountancy software, we’ll ask for a full backup copy of this to get started.

If you already have a cloud based accounting platform that you are happy with, it’s simply a case of giving our team access and removing your old accountant.  We can help you with this process.

After some checks and balances, we’re ready to go!

 


5. Update HMRC & Others

Once you are set up with our team it’s important to update your accountant’s details with HMRC and anyone else who may have cause to contact us about your accounts.

Don’t worry, you won’t be stuck on the phone for hours, we can prepare a form for you to complete and send off.

We will never disclose your details to other parties without your consent or unless required to by law.

 


More reasons to choose the Cloudants team:

  • Trustworthy. We know it’s earned not given.
  • Secure. In this connected world, we protect your data.
  • Helpful. Get the answers you need from a real person.
  • Modern. Our team combines transitional finance skills with latest technology.