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Changing your accountants couldn't be easier...

  • 27th August 2013

Changing your accountants couldn't be easier...

The process involved in a change-over of accountants is far simpler  than you may expect and the timescale involved can be almost instantaneous.

It is only natural that from time to time you may decide it is in your best interest to switch accountants. This may be brought about by a change in your circumstances or, even a change within your current accountant's infrastructure which is beyond your control, but you feel will affect the service you receive in the future.

Or, perhaps you simply feel as though you're no longer receiving the level of service you deserve?

Sometimes you'll justify staying with your current accountant by telling yourself that the hassle of changing is too much bother - even with an accountant who simply isn't delivering.

So, BW Medical Accountants will make it easy for you...

These are the simple steps you need to take:

Step One: Choosing your new accountant

You should always consider your choice of accountant carefully. Your accountant should perform a tangible and valuable role in your financial environment, which you should feel the benefit of without even noticing.  It is not enough for your accountant to simply meet your perceived needs, especially when there is the option of an accountant who is a specialist advisor in your own field of business.  Indeed, the benefit of a true specialist should be felt immediately. It could prove to be essential because of their ability to deliver the full spectrum of specialist services you require.  That is what you will experience here at BW Medical Accountants. 

Step Two: Inform your previous accountant

This is less painful than you would imagine.  BW Medical Accountants could even compose for you the written instruction to your previous accountant.  It is a matter of courtesy that it comes from you.  

Step Three: Nothing!
There would be NO further requirement to be involved in the process.  Simply leave the rest to BW Medical Accountants.

We will liaise directly with your previous accountant to obtain all the necessary information, copies of your records, and all other relevant paperwork required to effect a smooth changeover of agents.

The mechanics of the transfer of this information between your previous accountant and your new accountant are extremely straightforward. Indeed, your previous accountant will be obliged to supply all the necessary records under the regulations stipulated by the professional standards of their governing body and they will be required to do so within suitable time parameters.  

BW Medical Accountants will also inform HM Revenue & Customs and any other relevant bodies of the changeover of your accountants.  It should be borne in mind that a specialist dealing with your affairs will be welcomed by HM Revenue & Customs.

So Remember……………………

Changing your accountant couldn't be easier…………..

With BW Medical Accountants there will be no headache involved whatsoever.

For a free initial consultation and fee quote, get in touch.

Who writes this?

David Elliot

David Elliot

Tax Director
Find out more about David
  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Paul Atkinson, Practice Manager
    Netherfield House Surgery, Northumberland
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Jonathan McCutcheon, Practice Manager
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants during this financial year and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    Dr H Jervis, Partner
    Temple Sowerby Medical Practice, Cumbria

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