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Changing accountants?

We make it easy.

Your relationship with your accountant can be like any other relationship — sometimes it just doesn't work out. We handle all the heavy lifting when you switch, making the change simple for you.

Having successfully switched hundreds of clients to our accountancy firm, we know the process inside and out. No extra fees, no tie-in periods — just a smooth, hassle-free transition.

Book a Free Consultation Sign Up Now
  • No exit fees or tie-ins
  • Switch any time of year
  • We handle the handover
  • Dedicated accountant from day 1

Four simple steps

We've guided countless clients through the process and streamlined it into a smooth, hassle-free experience.

1

Initial Consultation

We start by having an in-depth conversation to understand your current situation and specific needs, so we can tailor our services to best support you.

2

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.

3

Setup & 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.

4

Ongoing Support

Once everything is set up, we provide continuous support and guidance. Your dedicated accountant will always be on hand to answer any questions.

Kickstart your seamless transition

Ready for a change? Here's what we need from you to get the ball rolling.

Client switching accountants with ease
Refer a Friend

Save 10% on your monthly fee

For every new client you refer, you'll save 10% on your monthly fee. Just have them mention your name when they sign up.

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.

Sign up with us

Complete our registration form. We'll collect your personal information, business details, and the contact details of your current accountant. Your dedicated accountant will call you to discuss your position, and you'll get access to Joy Pilot straight away.

Notify your existing accountant

Send a simple 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 send a professional clearance letter to your previous accountant to gather all necessary documents and information, including previous financial records and company tax returns. We follow up until we have everything.

What our clients say

Real words from switchers.

★★★★★
“They were invaluable to me.”

— Patrick

As you were to us. All the best Patrick!

★★★★★
“…consistently brilliant services from start to finish…that has saved me thousands over the years.”

— Pete

Thanks Pete. We loved being part of your team!

★★★★★
“They've taken away all the difficulties…”

— Andrew

Thanks Andrew. It's nice to know we make a difference!

Frequently Asked Questions

Common questions about switching accountants.

You can switch accountants anytime — it's up to you. Some wait until the tax year ends, but if your current accountant isn't meeting your needs or your business has outgrown them, it's time for a change. A growing business needs an accountant who can provide the necessary services and support to continue thriving.
Where possible, end things 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 a professional clearance letter.
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.
Once you've switched, we undertake various tasks to audit the information received and ensure your business is running as efficiently as possible. Our team of contractor accountants provide tailored advice and planning. We'll keep you on top of your financial matters year-round, so you can focus on running your business.

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Ready to make
the switch?

Whether you're a freelancer, contractor, or sole trader, we've got your accounting and tax needs covered. Get in touch today.

Sign Up Now Let's Talk

Prefer to speak to someone? Call 020 7731 1117