Make the Move to a Better Accountant

Switching accountants might sound stressful — but with the right steps, it can be one of the best decisions you make for your business. Whether you’re frustrated by slow responses, missed deadlines, or just feel like you’re not getting proactive advice, a new accountant can give you a fresh start.

Here’s a simple guide to make the transition smooth and stress-free.

1. Know Why You’re Switching

Before making any move, be clear about why you want to change. Maybe your current accountant is hard to reach, doesn’t explain things clearly, or isn’t helping you grow your business. Understanding your reasons will help you find an accountant who truly fits your needs — not just your budget.

2. Choose the Right Accountant for You

Finding the right fit goes beyond price. Look for someone who:

• Understands your business and industry

• Uses modern accounting software and cloud tools

• Communicates clearly and regularly

• Offers strategic advice, not just number crunching

Don’t be afraid to ask about their process for onboarding new clients — a confident, professional accountant will have a clear plan ready.

3. Let the Professionals Handle the Handover

Once you’ve chosen your new accountant, the good news is that they’ll do most of the work. They can contact your previous accountant to request all necessary records and handle the official transfer of authorisations. You may just need to sign a few forms to confirm the switch.

This handover process is routine — your new accountant will ensure a seamless transition without disrupting your bookkeeping or compliance deadlines.

4. Keep Communication Open

At the start, share key details about your business, upcoming deadlines, and any concerns you have. Open communication helps your new accountant provide the best advice from day one.

The Perfect Time to Switch

January is a natural “reset” point — a new financial year, fresh goals, and clean records. This is by far the best time to make the switch.

A new financial year means a clean slate — your accounts, records, and reporting periods all start fresh. This makes it easier for your new accountant to take over without needing to unravel past work or split-year reconciliations.

Why it helps:

• No overlap between accountants

• Clear starting point for financial reporting

• Easier bookkeeping and auditing setup

• Accurate opening balances can be set up

💡 Final Thoughts

Changing accountants doesn’t have to be complicated. With a bit of planning and the right professional by your side, the transition can be quick, efficient, and even empowering. If you’ve been thinking about making a change, now might be the perfect time.