Switching Accountants
At No Worries, We Make Changing Accountants a Breeze
Your relationship with your accountant can be like any other relationship—sometimes it just doesn’t work out. Many people hesitate to switch, thinking it will be too difficult, preferring the devil they know. However, having successfully switched hundreds of clients to our accountancy firm, we know the process inside and out. We handle all the heavy lifting when you move to a new accountant with our service, making the change simple for you.
We don’t charge any extra fees for this service because we believe in starting strong with new clients. We aim to provide the best service for your money, ensuring you’ll stay with us for years to come. After all, finding the right accountancy firm and new accountant should feel like a smart, rewarding investment.
Boost your business productivity today with No Worries Company Services.
“The entire staff is extremely hardworking, very competent
and more importantly – very responsive.”
Thanks Prasad, We’ll always be here to
help out anytime you need us! 🌟
So What is Involved?
We’ve guided countless clients through the process of changing accountants, and we’ve streamlined it into a smooth, hassle-free experience. With our proven procedure, transitioning to our accountancy firm is simpler than you might think. We handle all the complexities, ensuring we gather all necessary information, including your company’s tax affairs, in the easiest possible way.
Here’s how it works in just four simple steps:
- Initial Consultation: We start by having an in-depth conversation to understand your current situation and specific needs. This allows us to tailor our services to best support you.
- Information Gathering: Our team will contact your existing accountant to gather all relevant financial and tax records. We take care of the paperwork, so you don’t have to.
- Setup and Transition: We’ll integrate your financial data into our Joy Pilot software, ensuring everything is accurate and up to date. Our intuitive system will make your financial management a breeze.
- Ongoing Support: Once everything is set up, we’ll provide continuous support and guidance. Your dedicated accountant will always be on hand to answer any questions and ensure your transition is seamless.
Switching accountants doesn’t have to be stressful. With our approach, you’ll be on the path to better financial management in no time. Let us take care of the details, so you can focus on what you do best—growing your business.
With years of experience across various sectors, our contractor accountants are your secret weapon for small high-growth businesses. Using our accounting software package or other tools, your dedicated contractor accountant will handle your statutory filing and help you navigate the ups and downs of growing your business. Think of us as your financial sidekick!
“…easy user friendly online portal
and friendly and accessible staff.”
Thanks a bunch Rickin! We are glad you’re enjoying the experience.
Always here if you need anything! 😊
Kickstart Your Seamless Transition to No Worries
Ready for a change? To get started, read on to find out what we need from you. These steps ensure we can handle all the heavy lifting, seamlessly transferring your financial details. Let’s get the ball rolling!
Check your terms and conditions
Review the engagement letter with your current accountant to ensure there’s no minimum tie-in period or exit fees. At No Worries, we don’t have any minimum tie-in periods or exit fees—though, we must admit, not all accountants are as awesome as us!
Sign up with us
Once you’re ready to go, the next step is to register with our accountancy firm. Simply complete our registration form using the Sign-Up page. During this process, we’ll collect your personal information, business details, and the contact details of your current accountant.
If we haven’t already spoken, your dedicated accountant will call you to discuss your position, reasons for switching, and any special or urgent items that need to be addressed immediately.
You’ll also get access to our online accounting portal, Joy Pilot, so you can start creating invoices, raising expenses, and more right away. We handle several housekeeping tasks as well, such as getting appointed as your tax agent through HMRC’s online authorisation service, and sending you our letter of engagement to get the paperwork part underway.
Your existing accountant
This step is simple. Just send an email to your outgoing accountant (and cc us), informing them that you wish to transition to our accounting service, and authorise them to release all relevant information to us.
Professional clearance letter
We then spring into action by sending a professional clearance letter to your previous accountant. Your new dedicated accountant will send this letter primarily to gather information, including details about your company tax affairs, to determine whether it is appropriate to accept the appointment as your business’s accountant.
If you don’t pay your fees, engage in “unusual” business activities, or are economical with the truth, then you probably are not the sort of client we are looking for. However, this is rare—99.9% of new clients switching to us work out great!
This professional clearance letter also lists the documents and information we need, including previous financial records and company tax returns. We follow up with your old accountant until we have everything. Occasionally, you might need to supply us with bank statements if your previous accountant doesn’t have a full record.
“They were invaluable to me.”
As you were to us. All the best Patrick! 👋
Refer a Friend and SAVE!
10% Discount
on our rates for every new customer you refer to our contractor accounting service.
The discount kicks in from the first full monthly fee we receive from your referral.
Just have them mention your name on the final page of our online sign-up form. Easy peasy!
“They’ve taken away
all the difficulties…”
Thanks Andrew. It’s nice to know
we make a difference! 😊
Frequently asked questions
When should I change to new accountants?
You can switch accountants anytime—it’s up to you. Some wait until the tax year ends, but there are key signs it may be time to switch accountants. If your current accountant isn’t meeting your needs or if you’re unhappy with their service, it’s time for a change. Also, consider if your business has outgrown your accountant. A growing business needs an accountant who can provide the necessary services and support to continue thriving.
What should I do about my existing accountant?
Where possible, end things with your current accountant on good terms and let them know you’re moving on, as this will make the whole process much smoother. Inform them of your move and grant permission to speak with your new accountant by sending a simple email. We will handle the formalities by sending your existing accountant a professional clearance letter, but leaving on good terms helps grease the wheels for a seamless transition.
Is it hard switching accountants?
Switching accountants is simple. Follow the four steps above. Once you register, we’ll handle the rest. If there are gaps in your tax affairs or business accounts, we may need additional details from you. We can also contact HMRC directly to verify your tax records, ensuring a smooth transition to one of our accounting packages.
What happens once I have changed to my new accountant?
Once you’ve switched to our accounting service, we undertake various tasks to audit the information received and ensure your business is running as efficiently as possible. Our team of contractor accountants are highly qualified professionals who provide freelancers and contractors with tailored advice and planning.
We understand the unique challenges that come with contracting, and we’re here to help you minimise your tax liability and maximise your profits. From setting up a contractor-specific business structure to selecting the most advantageous status for your limited company, our new accountant team ensures you’re getting the most out of your business.
We’ll keep you on top of your financial matters year-round, so you can focus on running your business. Partnering with a qualified contractor accountant is a smart way to ensure both financial and legal efficiency for your limited company.
In today’s shifting tax landscape, limited company directors need accountants they can trust. At No Worries, we’re passionate about helping you thrive.
Whether you’re a freelancer, contractor, or sole trader, we’ve got your accounting and tax needs covered. Get in touch today—we’d love to help you reach your full potential.
“…consistently brilliant services from start to finish…that has saved me £000s over the years.”
Thanks Pete. We loved being part of your team! 👍