Changing accountants can feel like a big decision — especially if you have been with the same one for years. But if your business has outgrown your current setup, or you are not getting the support you need, switching may be the right step forward.
Here is what to consider before making the move — and how to do it smoothly.
1. Why are you switching?
Before you look for a new accountant, get clear on what is not working. Is it:
- Slow response times or poor communication?
- A lack of proactive advice or strategic input?
- Outdated systems or limited cloud support?
- A mismatch in expertise as your business grows?
Knowing what you need more of (or less of) will help you choose the right fit.
2. What should you look for in a new accountant?
Not all accountants are the same. Beyond the basics (like qualifications and compliance), look for someone who:
- Understands your industry or growth stage
- Offers support that goes beyond filing deadlines
- Uses cloud-based tools (e.g. Xero, Dext, etc.) for real-time insight
- Can advise on tax planning, funding, or business strategy if needed
- Communicates clearly and keeps you in the loop
You want someone who adds value — not just ticks boxes.
3. Is it the right time to switch?
The best time to switch accountants is often:
- At the end of your financial year
- After a key filing deadline (e.g. VAT quarter or tax return)
- Before a major business change (e.g. expansion, funding, or sale)
That said, you can switch at any time — just make sure the timing does not cause disruption to important filings or payroll runs.
4. What does the handover process look like?
It is usually straightforward. Once you confirm the move:
- You inform your current accountant (ideally in writing)
- Your new accountant contacts them to request professional clearance and transfer of records
- HMRC authorisations are updated
- Systems and software access (like Xero or payroll) are transferred or set up
A good accountant will manage the process with minimal hassle for you.
5. Will there be gaps or risks during the switch?
Not if handled properly. The key is to:
- Avoid switching in the middle of urgent filings
- Ensure no deadlines or liabilities are missed
- Double-check what has (and has not) been filed or submitted
At HIZE, we run a full review when onboarding a new client, so nothing slips through the cracks.
Is it time for a change?
If your business is growing, changing, or simply needs more proactive support, a new accountant could bring fresh energy and clarity to your finances.
We are happy to offer a no-obligation conversation to understand your situation and explain how we work — no pressure to switch.
Thinking about switching accountants?
Contact us for a clear, professional handover and a fresh start.