Saving you time and money
Accountants love to give the impression that changing advisers is a difficult process. This couldn’t be further from the truth. If you think that your accountant is not doing a good job, our experts can step in with a smooth and stress-free transition.
We just have to complete three simple steps:
- Professional clearance letter - This is needed for the handover of the paperwork and documents for your agreed duties.
- Money Laundering Checks - This is a simple process and just requires you to give us a copy of your passport or other photographic ID.
- Engagement Letters - For your benefit, we will send you an engagement letter, setting out the responsibilities for both you and them. It is important you read these documents before signing and understand what you are agreeing to.
If you are thinking of changing accountants, click here for details of our packages.