A lot of agents stay with an accountant they have outgrown because they think they are stuck until year-end. You are not. A mid-year switch is routine when it is done properly.
How a clean switch works
- Your new firm requests your records from the old one
- Your books are brought up to date and reconciled
- Filing cycles carry over without a gap
- You start saving from the next period, not next year
The only real question is whether the savings and service are worth the small effort of moving. For most agents, they are.
We manage the whole handover for you — and because we guarantee 25% off your current bill, the maths usually answers itself.