Switching Accountants

Switching accountants is simpler than you think, at ASY we can make this process easier for you. 

1. Formal Notice: If you decided to change accountant, write to your existing accountant and give notice. (we can help draft an email). A brief email should be sent giving notice with all the information required and ensure any outstanding fees are paid. 

2. Professional Clearance Letter: Once you have given notice your new accountant will take over and write to your existing accountant to request professional clearance. This is part of our due diligence procedures.  

3. Due Diligence: All accountants operating under the compliance structure of an accounting body must conduct due diligence before taking on new clients. This is a formal process and required as part of the anti money laundering regulations

4. Transfer of Data/Financial Records: When you are done with above procedures your existing accountant will transfer all the records to your new accountants. If your records are held electronically then this should happen quickly. The information we request includes up-to-date accounts, tax returns, payroll data and VAT details. 

5. Client Set-up: Once the above steps are complete we will set you up on our cloud based software and also authorise to act on your behalf with HMRC and Companies House (this will be managed by us and is part of our normal client on boarding process)

if you are interested in joining us at ASY fill in the online form on the contact us page or give us a call on the number below