Changing Accountants: How and Why?

September 2nd, 2016
Changing Accountants: How and Why?

When it comes to changing accountants, the thought that will pop into most of your heads would be “eugh, the effort”. You may have been with the same person for years, you feel like they know the ins and outs of your business and it’s just easier to stay put.

But what are you missing out on?

  • accountants who don’t charge you for every phone call and every question
  • people you can rely on to get the job done quickly and efficiently
  • a tech-savvy approach using cloud software among other things that cut down your time and energy by a mile
  • knowledge on not only tax, but business advisory too
  • blokes that genuinely care about you and your business, who believe getting to you know comes before the numbers stuff
  • the list goes on…

Whatever the reason you’re considering a change (or maybe the above has you pondering), it can seem like a big decision that could take a lot of your precious time and become a bit messy. Well, that’s simply a misconception. It’s easy! And it’s fast. And most of the work is taken care of for you.

Here’s what happens:

  1. You find a new accountant * hint hint *
  2. If you’re an individual working for someone else… that’s it! You’re done, congrats, you’ve got a new accountant.
  3. If you’re running a business, you may want to let your previous accountant know. Yes this can be uncomfortable, but for one brief conversation you’ll be reaping the benefits of a great new relationship for years to come. If you’d prefer not to, however, we can do this for you.
  4. Your new accountant will say to the old one “Hey mate, I’m the new kid on the block. Hand it over.” Kidding. It’s professional courtesy to send an ethical clearance letter, meaning that your new accountant will receive all your information and documents and the fun can begin.


That’s literally all there is to it! Of course, you’ll have a coffee with your new accountant to make sure you’re on the same page and they understand what exactly your needs are. Your relationship will be off and running. Then you’ll wonder why you hadn’t made the change earlier!