How to Switch Accountants (Without the Awkwardness)
Chrissy Leach • 18 August 2025
Switching accountants is easier than you think.
Many business owners stick with an accountant they’ve outgrown. Maybe your business has changed, your needs have evolved, or you simply want more proactive advice. But here’s the thing: switching accountants is easier than you think - and it’s not awkward at all.
In this guide, I’ll bust the myths, explain how the process works, and show you how we make it simple.
Myth 1: “I have to wait until my year-end to switch.”
Not true. You can change accountants at any point in the year - even mid-tax return or VAT quarter. In fact, switching sooner can help fix problems and get you back on track faster. Your new accountant will pick up where the old one left off.
Myth 2: “It’ll be awkward to tell my current accountant.”
Think of it like switching energy suppliers - it’s a business decision. Your new accountant will usually handle the handover for you. We simply get your permission, contact your previous accountant, and request the records we need. You don’t have to get into a long conversation about why you’re leaving unless you want to.
Myth 3: “It’s too much hassle.”
It’s actually very straightforward:
- Choose your new accountant (hopefully us!)
- Complete quick Anti-Money Laundering (AML) checks - this is a legal requirement for all accountants
- Sign a Letter of Engagement
- Give written permission to your old accountant for them to provide information and documents to us
- We request your records
- We request authorisations from HMRC
- You get back to running your business
What Happens When You Switch to CJL Accountancy
When a client joins us, we:
- Contact your old accountant directly
- Request your accounts, tax returns, and bookkeeping records
- Register as your agent with HMRC so we can file on your behalf
- Review your current position to make sure nothing’s been missed
- Get you set up with clear processes, deadlines, and support
- We make sure there’s no gap in compliance
Signs It Might Be Time to Switch
- You only hear from your accountant at year-end
- You’re not sure what you can and can’t claim as expenses
- You’re worried about missing deadlines or penalties
- You never get proactive tax-saving advice
- You don’t feel like a priority
If any of these sound familiar, it might be time for a change.
Why Switching Now Can Save You Money
A more proactive accountant can:
- Spot tax savings you’re missing
- Help you pay yourself more efficiently
- Keep you ahead of VAT or MTD requirements
- Give you better tools for managing your finances
✅ Ready to Make the Move?
Switching accountants is simple, stress-free, and can make a big difference to your business. If you’re ready for:
- Clear advice in plain English
- Proactive support (not just at year-end)
- A friendly accountant who knows your business
📩 Get in touch today: Contact Us
We’ll handle the handover - so you can get back to running your business.
Many business owners underestimate the real cost of employment beyond the salary they agree to pay
Learn how to read rental accounts and identify the key figures every UK landlord should monitor.
Learn how to read self-employment accounts and identify the key figures every UK sole trader should monitor.
Learn how to read limited company accounts, understand FRS 105 and FRS 102 Section 1A, and identify the key figures every UK company director should monitor.
A UK Chartered Accountant’s Guide for Business Owners and Taxpayers
With anyone able to call themselves an accountant in the UK, choosing a Chartered Accountant gives you greater protection, expertise, and peace of mind.
Confused about Making Tax Digital? Here’s whether you really need an accountant, and how to stay compliant without the stress.
If you’ve been asked to pay tax in July, it’s likely a payment on account. Here’s how it works, how it’s calculated, and what to do if you can’t pay.
MTD ITSA first quarterly update explained for UK sole traders and landlords. Deadlines, what to file, and how CJL Accountancy can help.
The UK government has increased the statutory mileage rates from 6 April 2026 - here’s exactly what it means for you.
