How to switch accountants

You can switch any time

You're not tied to your accountant by the calendar — you can move whenever you like, not just at year-end. If you're not getting value, quick replies, or clear advice, there's no reason to wait.

The process, step by step

• Have a quick, free chat with us so we understand your business and agree a fixed price
• Sign a letter of engagement and authorise us to act for you with HMRC
• We contact your previous accountant for your records and professional clearance
• We get you set up on our cloud software and check nothing's outstanding
• You're done — we take it from there

In practice, the only thing we usually need from you is a quick authorisation. We do the rest — including the slightly awkward bit of contacting your old accountant.

The "professional clearance" bit

When you move, your new accountant writes to the old one for "professional clearance" and any records they hold — your accounts, tax data and so on. This is completely routine and happens behind the scenes. You don't need to have an uncomfortable conversation; a short email to let them know you're moving is enough.

Will I lose my history?

No. Your records and filing history stay intact — with HMRC, with Companies House, and in the handover pack we collect. We pick up exactly where things left off.

Signs it's time to move

• You can never get hold of them, or replies take days
• You only ever hear from them once a year
• You're hit with bills you weren't expecting
• They speak in jargon and never explain things
• You're not confident you're paying the right amount of tax

Switching to Sorley takes about ten minutes of your time. We'll get you set up, handle the handover, and you'll have a family-run team that actually picks up the phone — for a fixed, transparent price. Start the conversation here, or see the areas we cover.