If you’ve been asking yourself how easy is it to change accountants, you’re not alone. Many business owners feel frustrated with their current accountant but worry that switching will be awkward, time-consuming or disruptive.
You might be thinking:
- How will my existing accountant react?
- What steps do I actually need to take?
- Will it cause delays or problems with HMRC?
The reality is far simpler. In most cases, changing accountants is straightforward and can make a real positive difference to your business.
At Infinity Accounting, we make the process calm, professional and stress free from start to finish.
Feeling frustrated with your existing accountant?
Often, it’s not one big issue that leads people to consider switching. It’s a build-up of small frustrations over time.
Common reasons business owners decide to change accountants include:
- They’re difficult to reach or slow to respond
- Fees feel high for the level of service received
- Advice is vague or full of jargon
- You’re charged for every quick question
- The service feels impersonal
- Tax returns feel rushed or last-minute
- They rely on outdated systems or processes
- You need more proactive or specialist advice
If you find yourself nodding along to any of these, it may be time to work with an accountant who is proactive, approachable and focused on supporting your business properly.
The ICAEW confirms that clients are free to change accountants at any time, as long as professional procedures are followed:
https://www.icaew.com/technical/practice-management/professional-clearance
Is moving accountants a good idea?
Yes
If the relationship isn’t working for you.
A good accountant should:
- Explain things clearly, without jargon
- Be proactive, not reactive
- Use modern systems and software
- Help you plan ahead, not just look backwards
- Make you feel confident and supported
If you’re not getting this level of service, switching accountants can be one of the best decisions you make for your business.
How easy is it to change accountants?
This is the question we’re asked most often and the answer usually comes as a relief.
In practice, changing accountants is much easier than most people expect.
You don’t need to justify your decision or have an uncomfortable conversation. If you prefer, you can notify your existing accountant by email.
Better still, when you move to Infinity Accounting, we handle most of the process for you.
When is the best time to change accountants?
There’s no single “perfect” time, but many businesses choose to switch:
- After year-end accounts are completed
- At the start of a new tax year
- Before a busy trading period
- When they want better planning support
That said, you can change accountants at almost any point. If timing matters, we’ll help plan the transition in a way that works best for your business.
HMRC confirms that appointing a new accountant or tax agent is a straightforward process:
https://www.gov.uk/appoint-tax-agent
Changing accountants in 3 simple steps
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Choose your new accountant
Take time to compare accountants, read reviews and look at how they communicate. The right fit matters.
You can explore how Infinity Accounting supports businesses here:
https://infinity-accounting.co.uk/services/
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Let your current accountant know
Once you’ve decided to move, you’ll need to tell your existing accountant and settle any outstanding fees. This can be done by email if that feels easier.
Your records remain yours, regardless of who prepares your accounts.
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Professional clearance and handover
Your new accountant will contact your old one to request the information needed to take over. This is called professional clearance.
At Infinity Accounting, we manage this entire process for you requesting records, confirming deadlines and making sure nothing is missed. Our goal is a smooth handover with no disruption to your business.
How Infinity Accounting makes switching simple
We know that even when something is straightforward, it can still feel daunting. That’s why we focus on making the switch as easy and stress free as possible.
When you move to Infinity Accounting, we:
- Handle communication with your previous accountant
- Request all relevant records and information
- Review your current position carefully
- Explain everything clearly and openly
- Set you up with better systems and ongoing support
- Focus on a long-term relationship, not just compliance
You’ll know exactly where you stand and what’s coming next.
If you’ve been wondering how easy it is to change accountants, the answer is simple: it’s usually far easier than you think especially with the right support.
You deserve an accountant who understands your business, communicates clearly and helps you feel confident about your finances.
If you’re considering a switch, or just want to explore your options, we’re always happy to chat.
Get in touch with Infinity Accounting today:
https://infinity-accounting.co.uk/contact/
