Switching Accountants

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Switching To Ashfords Chartered Accountants

How the transition process works…

Many clients ask us about the switching process. It really is simple and hassle free. If you have any concerns about how this works, then this page is for you. Keep on reading to find out more about the transition process.

Working with us couldn’t be easier and we make switching simple…

read on

Step 1 – Welcome Pack

After the initial consultation, we’ll send you your welcome pack. This is an electronic document containing details of the service we will provide for you, our terms and your fixed monthly fee. Once you are happy to proceed, simply respond accordingly.

Step 2 – Contacting Your Previous Accountant

We then contact your previous accountant in writing to confirm our engagement, known in the industry as a Professional Letter.

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Keep on reading to find out more about the transition process.

If you would rather speak to us then get in touch with us

Step 3 – Contacting HMRC

We contact HMRC to let them know we will be acting on your behalf. HMRC will write to you to confirm our request, providing you with some authorisation codes. Simply pass the codes to us and then we are on to the next step.

Step 4 – Software & Training

If you have decided to take advantage of our software and training. We’ll help you get your systems updated and your staff trained. If you would rather continue using what you have, we simply skip this step.

Accounting Software

Accounting software with all the features.

Connect your bank accounts, sync your expenses, balance your books and be ready for tax time.

  • Xero Accounting Software
    Leading “cloud based” Accounting software with all the time-saving tools you need to grow your business.

  • Receipt Bank
    Easy automation for collecting, processing and publishing receipts and invoices for your small business. A cloud based software which links directly to Xero saving you time and money.

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Check out sectors we specialise in.

Ashfords Chartered Accountants always puts you first.