Choosing the right accountant is one of the most important decisions you can make for your business.

Whether you're a sole trader, a growing small business, or an established company, having a reliable and proactive accountant can make a world of difference. But what happens if you're not happy with your current accountant? Maybe they’re unresponsive, slow, or don’t provide the level of service you need.

If you’re thinking of switching accountants, the good news is that it’s easier than most people think. 

In this guide, we’ll break down the process of switching accountants, what to look for in a great accountant, and why Curve Accountancy could be the perfect fit for your business.

Why Switch Accountants?

Many businesses stick with the same accountant for years simply because they believe switching will be a hassle. But if your current accountant isn't hitting the mark, staying with them could be costing you more in the long run. 

Here are some common reasons we often hear from businesses switching over to us:

• Poor Communication
• Lack of Proactivity 
• Unexpected Costs 
• Not Specialised for Your Needs 
• Missed Deadlines

How to Switch Accountants in Five Simple Steps

Switching accountants is a smooth and painless process if done correctly. Here’s how it works:

Step 1: Find a New Accountant

Before you inform your current accountant that you’re leaving, you should have a new accountant lined up. 

Do your research and make sure the new firm is going to be an improvement on your current situation. 

Look for accountants in Crawley who offer the services you require, are transparent about pricing, and have positive client testimonials.

Step 2: Notify Your Current Accountant

Once you’ve chosen a new accountant, you’ll need to inform your existing one that you’re moving on.

This is usually done in writing. If you’re worried about having an awkward conversation, don’t be. 

Your current accountant may require you to settle any outstanding fees before they release your records. Be sure to review your agreement to check if there’s a notice period.

Step 3: Provide Authorisation to Your New Accountant

Your new accountant will need your permission to request information from your previous accountant. This is done through a professional clearance letter. The new accountant will contact your previous one to obtain your financial records, tax history, and any other necessary documents.

Step 4: Update HMRC and Companies House

If your accountant handles your tax affairs, they’ll need to notify HMRC of the change. They’ll submit an updated 64-8 form, which authorises them to deal with HMRC on your behalf. 

If your accountant also acts as your registered office or handles Companies House filings, they’ll update this information for you.

Step 5: Enjoy a Smoother Accounting Experience

Once the transition is complete, your new accountant should quickly get up to speed with your business finances.

What Makes a Good Accountant?

Now that you know how easy it is to switch, let’s talk about what makes an accountant worth switching to.

A great accountant should offer more than just number-crunching. They should add real value to your business. 

Here are some key traits to look for:

1. Clear Communication

Your accountant should be easy to contact and provide clear, jargon-free advice. If you constantly struggle to get a response or feel like your queries aren’t being taken seriously, it’s a red flag.

2. Proactive Advice

A great accountant shouldn’t just react to tax deadlines, they should be helping you plan for the future. Spotting opportunities to save on tax, advising on business growth strategies, and helping you avoid any potentially sticky situations.

3. Transparent Pricing

Nobody likes unexpected bills. Look for an accountant with clear pricing and no hidden fees. Many modern accountants, like Curve Accountancy, offer fixed-fee packages so you know exactly what you’re paying each month.

4. Industry Expertise

Different industries have different financial regulations and tax benefits. Make sure your accountant has experience working with businesses like yours. 

For example, if you’re a freelancer, you’ll need an accountant who understands IR35 regulations. If you run a limited company, you’ll want someone who can help with corporation tax planning.

Final Thoughts: Don’t Settle for Less!

If your current accountant isn’t giving you the service and support your business deserves, don’t feel stuck. Switching accountants is a simple and straightforward process that could save you time, money, and stress in the long run.

Looking for accountants in Crawley who put your business first? Get in touch with Curve Accountancy today and discover how we can make your accounting experience smoother and more rewarding.