If you’re unhappy with your current accountant — maybe they’re slow to respond, don’t explain things clearly, or you just feel like a small fish — you’re not stuck with them.
Changing accountant is easier than you might think.
In fact, it’s usually far simpler and less disruptive than switching banks or utility providers. In this article, we’ll walk through the process, bust a few myths, and explain how to do it properly.
Why Switch?
Some of the common reasons businesses switch accountants include:
- Poor communication or slow response times
- Lack of proactive advice or tax planning
- Fees that feel high for the value received
- A mismatch in working style or understanding
- Outgrowing a sole trader accountant or local firm
Whatever the reason, you’re entitled to expect a professional service that meets your needs — especially if you’re paying a monthly retainer or annual fee.
Is It a Hassle to Switch?
No — and in most cases, your new accountant will handle the process for you. Here’s how it typically works:
Step 1: Find a New Accountant
Do your research. Look for someone who:
- Understands your type of business
- Communicates in a way you’re comfortable with
- Offers services that match your needs (e.g. bookkeeping, VAT, advice, strategy)
- Is qualified and regulated
You don’t need to wait for your financial year-end. You can switch at any time.
Step 2: Tell Your Current Accountant
You’ll usually need to formally disengage from your old accountant. A simple email or letter will do — and again, your new accountant can provide wording if needed.
You don’t need to give a detailed reason unless you want to. It’s a professional handover, not a breakup.
Step 3: Professional Clearance and Handover
Your new accountant will write to the outgoing one, requesting:
- Professional clearance (a standard ethical check in the industry)
- Copies of your accounts, tax returns, working papers, and any other relevant info
The old accountant is expected to cooperate and respond within a reasonable timeframe, unless there’s a serious issue (e.g. unpaid bills or unresolved disputes).
Step 4: HMRC Agent Authorisations
Your new accountant will also register as your agent with HMRC, which gives them access to act on your behalf for things like:
- VAT
- PAYE
- Corporation Tax
- Self Assessment
This is either done online or by post and, in either case, typically only takes a few days.
Will My Accounts or Tax Returns Be Affected?
No — provided you’ve kept your records up to date and there are no unresolved issues, your tax position won’t be affected. A good accountant will review prior returns if needed and spot anything worth correcting or optimising.
In fact, switching accountants can be a great opportunity for a fresh pair of eyes to identify:
- Missed claims or allowances
- Inefficient structures
- Better ways to manage cashflow or dividends
What If I’ve Just Paid My Old Accountant?
If you’ve recently paid for a full year of service, you may want to check their disengagement terms. In some cases, they’ll refund the unused portion. But if they’ve already completed most of the agreed work (like year-end accounts), there may be little to claw back.
Final Thoughts
Changing accountant shouldn’t feel like a big deal — and it often leads to better service, more tailored advice, and improved confidence in your finances.
If your current accountant no longer fits your business, it’s entirely reasonable to move on. Just make sure you’re switching to someone who understands where you’re going, not just where you’ve been.
