Thinking of Changing Accountants? We Make It Simple

Switching to Culverhouse & Co is easier than you think.
Our team ensures a seamless handover with minimal disruption to your business.

How Our Accountancy Switch Process Works

We’ve made switching accountants a straightforward process so you can
transition smoothly with minimal disruption to your business.

Step 1: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, or:
You can call yourself or write to them, advising them of the change and give them authority to supply Culverhouse & Co with relevant paperwork.

Step 2: 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.

Step 3: 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

Step 4: 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.

Ready to Make the Switch?

Changing accountants doesn’t have to be complicated. If you're looking for proactive support, clear advice, and a team that genuinely understands your business, we’re here to help.

Let us handle the transition so you can focus on what matters most.

Make The Switch

01689 86 22 11

Personal Finance Portal

Thinking of Changing Accountants? We Make It Simple

Switching to Culverhouse & Co is easier than you think.
Our team ensures a seamless handover with minimal disruption to your business.

How Our Accountancy Switch Process Works

We’ve made switching accountants a straightforward process so you can
transition smoothly with minimal disruption to your business.

Step 1: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, or:

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

Step 2: 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.

Step 3: 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

Step 4: 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.

Thinking of Changing Accountants? We Make It Simple

Switching to Culverhouse & Co is easier than you think. Our team ensures a seamless handover with minimal disruption to your business.

How Our Accountancy Switch Process Works

We’ve made switching accountants a straightforward process so you can transition smoothly with minimal disruption to your business.

Step 1: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, or:

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

Step 2: 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.

Step 3: 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

Step 4: 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.

Switching to Culverhouse & Co is easier than you think.
Our team ensures a seamless handover with minimal disruption to your business.

We’ve made switching accountants a straightforward process so you can
transition smoothly with minimal disruption to your business.

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.