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Changing accountants

Changing accountants is easier than you think

What happens, who tells whom, how long it takes, and why you can move part way through the year. We do the work; you sign one letter.

Contact usSee what it costs
Who we help:Limited companiesSole tradersLandlordsIndividuals
What we handle
EL
Engagement letter and fee
PC
Professional clearance
HM
HMRC and Companies House authority
RC
Records from your old accountant
XR
Xero access and setup
Usually2–4 weeksto switch
Problems we solve

Sound familiar?

Most people stay with an accountant longer than they should because switching sounds like hard work.

“I don’t hear from my accountant until there is a problem.”
How we help

A named accountant who knows the business and gets in touch before deadlines, not after.

“I’m worried about falling out with them.”
How we help

We contact them for you. Professional clearance is routine and nobody needs an awkward conversation.

“It’s the middle of the year.”
How we help

You can move at any time. We pick up from wherever things are.

“I don’t want to lose any records.”
How we help

We request everything needed and check nothing is missing before taking over.

What we do

What happens

A routine process we run many times a year.

01
We agree the scope

What you need, what it costs, and when we start.

  • A fixed fee in writing
  • An engagement letter to sign
  • A start date that suits you
02
We contact your accountant

Professional clearance and a request for the records we need.

  • Handled by us
  • Routine and courteous
  • Usually answered within a couple of weeks
03
We take over

Authority with HMRC and Companies House, and access to your software.

  • Agent authority set up
  • Records checked
  • Deadlines confirmed with you
The switch

A typical switch, week by week

Most switches are complete within a month, without you having to chase anyone.

Week one
Engagement letter signed
Week one
Clearance letter sent to your accountant
Weeks two to three
Records received and checked
Week four
We are your accountant
How it works

What working with us looks like

1
A free first call

Twenty minutes on what you need and what is not working. If you don’t need us, we’ll say so.

2
A fixed quote

What we would do and what it costs, before you decide.

3
Sign one letter

We handle the clearance and the handover from there.

4
Up and running

Deadlines confirmed and your first review booked.

Packages

Where this sits in our packages

Switching is free. You move onto whichever package suits the business.

Corefrom £100/moYear-end accounts, tax returns and filings done early.Core +from £250/moCore, plus bookkeeping and VAT kept current.Growthfrom £450/moManagement accounts and a meeting to talk them through.Finance Partnerfrom £850/moYour whole finance department on one monthly fee.
Compare what’s includedAll prices plus VAT
Questions

Common questions

Anything else, call us on 01242 226789.

Do I have to tell my current accountant?
It is courteous to, but we send the formal clearance letter for you.
Will it cost more to switch?
There is no charge for switching. You pay your new fixed fee from the start date.
What if my accounts are overdue?
Tell us on the first call. We can usually prioritise catching up.
Can I switch part way through the year?
Yes. There is no need to wait for a year end.
Next step

Ready to make the move?

A short call is enough to give you a fixed quote and a start date.

Contact usSee pricing
Phone — Mon–Fri, 9am–5.30pm
01242 226789
Email
info@bpcpartners.co.uk
Switching from another accountant?
We handle the professional clearance and the handover.
bpc partners
Technology-led chartered accountants in Cheltenham, supporting businesses and landlords across Gloucestershire and beyond.
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