4 SIMPLE STEPS

TO CHANGING

ACCOUNTANTS 

Why change accountants?

Your accountant should be integral to your business.  

 

Whilst dealing with compliance requirements in an efficient and timely manner is crucial, they should also be key ‘business planning partners’ providing you with insight and advice to ensure that your business runs as profitably and efficiently as possible.  


And they should be approachable and available to speak to at a time that is convenient to you. The advent of HMRC’s ‘Making Tax Digital’ means that technological know-how is a must.
 

If these points don’t resonate with you, it may be time to think about a change.

Switching your accountant in 4 easy steps

The process is straightforward once you have made the

decision to appoint Culverhouse & Co as your new accountant: 

Inform your existing accountant of the change

It’s down to personal preference how this happens, either:

  •  We prepare and send a letter that is signed by you, advising them you wish to appoint us as your accountants, and providing them with the authority to supply us with relevant paperwork.

  • You can call yourself or write to them, advising them of the change and give them authority to supply Culverhouse & Co with relevant paperwork.

Culverhouse & Co contact retiring accountant

We write to your existing accountant to request the documentation that we require in order to properly act on your behalf, which they will provide in a timely manner.

Documents are transferred to Culverhouse & Co

Documents are transferred to us.  Often this is undertaken entirely electronically, but we can arrange to pick up, or receive delivery of, hard copy documentation if required.

HMRC authorisation

We will request authorisation codes from HMRC that will be issued to you.  Once you have provided these codes to us, we will then complete the authorisation process.

Why not book a free, no obligation meeting with one of our

Accountants today

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018 by Culverhouse & Co