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.
Changing your accountant couldn't be easier…………..
With BW Medical Accountants there will be no headache involved
For a free initial consultation and fee quote, get in touch.