Switching Accountants
Made Easy
Is your current accountant costing you more than they save? Switch to Fiscal Focus Accountants Ltd today for proactive tax planning, crystal-clear pricing, and a firm that actually helps your Limited Company grow.
Stop Settling for Outdated, Reactive Accounting
You shouldn’t have to settle for an accountant who only calls once a year when it’s time to pay the bill. Many business owners make the move to Fiscal Focus Accountants Ltd because their previous firm:
- Fails to offer proactive tax planning, leaving them with unexpectedly high Corporation Tax bills.
- Responds too slowly, causing them to miss key HMRC and Companies House deadlines.
- Lacks strategic vision, offering only basic data entry rather than forward-looking Management Accounts.
Charges unexpected fees, making it difficult to budget for professional financial services.
A Better Way to Get Started
Provide Your Details
Let us know who your current accountant is, and we will handle the professional clearance letter and data handover for you.
Easy Onboarding
We collect your files, set up your preferred cloud accounting software (like Xero or QuickBooks), and introduce you to your dedicated accountant.
Strategy Call
We review your upcoming deadlines, restructure your tax-efficient profit extraction strategy, and implement our year-round tax-saving services.
Ongoing Support
With everything managed by our expert accountants, you stay compliant, organised, and confident that your business finances are in the right hands.
Smooth Transition
The Formal Notice (The "Breakup")
Before we can act, you must officially notify your current accountant. A brief, professional email is sufficient. Check your current contract for any notice periods (though most handovers happen quickly regardless). Action: State that you are moving your affairs to Fiscal Focus and that they have your permission to share your records with us.
Professional Clearance (The Handover)
This is the formal procedure where we communicate with your previous firm. The Documents: We will ask them for your recent CT600 (Corporation Tax) returns, your Trial Balance, payroll records, and your Companies House authentication codes.
Strategic Onboarding
Once we receive your data, we conduct a "Health Check" to ensure nothing was missed by your previous firm. System Setup: We migrate your data into our cloud accounting software so you have real-time visibility from day one.
Authorising Agent Status
To speak to HMRC on your behalf, we need to be authorized as your agent. Action: We will set this up through the HMRC portal. You may receive a physical authorization code in the post,simply forward this to us, and we handle the rest.
Closing Loose Ends
Ensure all outstanding invoices with your previous accountant are settled. They cannot legally refuse to hand over your data due to unpaid fees, but a cordial exit makes the process much faster.
Ready to Make the Switch?
Take control of your company’s finances today. Let’s build a more tax-efficient and profitable future together.
Your Old Accountant
- Reactive Advice (Only speaks at tax time)
- Hidden Bills (Surprise invoices for quick chats)
- Slow Replies (Days of waiting for a response)
- Basic Filing (Fills out forms with minimal care)
Fiscal Focus Accountants
- Proactive Strategies (Year-round Corporation Tax planning)
- Transparent Pricing (Fixed, predictable monthly fees)
- Transparent Pricing (Fixed, predictable monthly fees)
- Profit Optimization (Helps you keep more of your revenue)
The Benefits of Making the Switch
Zero Downtime
We ensure all your compliance stays on track while we transfer the files from Companies House and HMRC.
Lower Tax Liability
Our strategic approach helps legally reduce your corporate tax burden.
No Awkward Conversations
We take care of breaking the news to your old accountant so you don't have to.
Complete Peace of Mind
Your company records are monitored by experts, ensuring you never miss a legal filing deadline.
FAQs
Is it difficult to switch my limited company accountant?
Not at all. In fact, it is a routine process. Once you sign up with Fiscal Focus Accountants Ltd, we take care of the entire transition, including notifying your previous accountant and requesting professional clearance and historical records.
Can I change accountants in the middle of the financial year?
Yes, you can switch at any time. Whether you choose to move immediately or just after filing your year-end accounts, we ensure a seamless transfer of your limited company accounting without any disruption to your day-to-day operations.
Will I lose my past financial data during the transfer?
No. As part of our proactive tax planning process, your records are transferred securely. We make sure all your previous filings, payroll, and tax accounts are aligned with your cloud accounting software.
Do I need to contact HMRC myself to make the change?
You don’t need to do the heavy lifting. We handle the paperwork, write the disengagement and professional clearance letters to your previous firm, and update HMRC and Companies House records on your behalf.
How long does the handover process usually take?
The switch typically takes about 1 to 2 weeks. While your previous accountant is required to provide the requested financial information in a reasonable timeframe, our dedicated experts will keep you informed every step of the way.