A clear process for changing accountants.
We help coordinate the handover, establish what is outstanding and agree how your accounts and tax work will be managed going forward.
Switching
How it works
Discuss your needs.
Tell us what you want from the relationship and highlight any imminent filings or unresolved issues.
Agree the engagement and handover.
With your permission, we contact your previous accountant for professional clearance and relevant records.
Review and set up.
We arrange the necessary authorisations and access, review the information received and agree who is responsible for each outstanding task.
What we need
Initially, an outline of your business, the services required, your previous accountant’s details and any approaching deadlines. During onboarding, we request identity information, relevant tax references and accounting records through the agreed secure process.
Please do not include passwords, identification documents or sensitive tax references in the general website enquiry form.
If your records are behind
We assess incomplete records, overdue filings and differences in tax balances, then agree the work needed to bring the position up to date. Historic correction work is scoped separately where necessary.
Switching during a CIS or VAT period
We check the periods and submissions already dealt with, payment and deduction records, and the next deadlines. The handover includes agreeing the point at which responsibility passes to MFFS.
Frequently asked questions
Will switching cause a gap in filings?
We identify approaching deadlines and agree responsibilities with you and, where appropriate, your previous accountant. Tell us about urgent deadlines at the outset so the available time and records can be assessed.
Do I need to tell my current accountant?
You should check your existing engagement terms and give any required notice. We handle the professional clearance request and records handover with your authority.
How long does switching take?
It depends on the records, authorisations, outstanding work and response from your previous accountant. We discuss the expected steps and any immediate priorities before taking over.
How are fees agreed?
We explain the scope and fees before work begins. Regular services and any additional historic or specialist work are identified separately where appropriate.