CHANGING ACCOUNTANTS
Looking for a more personal, responsive accountant? Smart Accountants supports businesses and individuals across Sussex and Surrey with clear advice, year-round support and a straightforward approach to accounts and tax.
Once you decide to move, we handle most of the practical handover with your previous accountant.
We talk through what you need, the support you are looking for and whether we are the right fit.
We confirm the services, fees and what happens next before anything changes.
We contact your previous accountant and request professional clearance and the records we need.
We set up the records and software we need, check upcoming deadlines and make sure everything is ready to go.
You do not need a significant reason to change accountant. Sometimes the relationship simply no longer feels like the right fit.
You are waiting too long for replies or only hear from your accountant around deadlines.
You want clearer guidance and someone who explains what your numbers actually mean.
You want clearer pricing and a better understanding of what is included.
You now need more help with VAT, payroll, bookkeeping, Xero or growth.
You do not need to manage the handover yourself. Once you appoint us, we will contact your previous accountant, request professional clearance and let you know if we need anything further from you.
You can usually change accountant at any point during the year.
Personal service, clear communication and practical support throughout the year.
Deal with people who know you and your business.
Straightforward answers in plain English, without unnecessary jargon.
Help when you need it, not only when accounts or tax returns are due.
Xero and digital tools that keep your finances organised and accessible.
If you move to Smart Accountants, you are not being passed into an anonymous support queue. You will deal with real people who get to know you and your business.
Partner, based across our Surrey offices in Dorking and Walton on the Hill.
Partner, based at our Worthing office and supporting clients across Sussex.
Changing accountant can feel like a bigger job than it actually is. These are three of the questions we are asked most often before someone decides to move.
Yes. You can usually change accountant at any point during the year. We will check any upcoming accounts, VAT, payroll or tax deadlines as part of the handover.
Once you appoint us, we can contact your previous accountant and deal with the professional clearance process for you.
We will let you know exactly what we need. We can then arrange access to the relevant records and accounting software as part of the handover.
You do not need to decide anything before speaking to us. If you would like to understand how the move would work, what we would need and what our fees would look like, book an informal conversation.
Sussex: 01903 201940 | Surrey: 01737 847779