I'm unhappy at my current accountants, how difficult is it to switch?

Being unhappy with your accountant can be stressful. You may then be putting off switching because you feel it may be upheaval you simply want to avoid despite the poor communication, unexpected bills and lack of rewarding relationship. The good news? Switching to Butlers Chartered Accountants is easier than you think, and we’re here to guide you every step of the way.

Here’s how the process works:

Step 1: Let’s Talk – Book a free, no-obligation discovery meeting. We will listen to your concerns, understand your business goals, and explain how we can support you more effectively than your current provider. You can find out more about our discovery meetings here:

Step 2: We Handle the Handover – Once you decide to move, we’ll contact your current accountant on your behalf to request professional clearance (handover information) and any outstanding records. This step is handled with care and professionalism to ensure a smooth transition without any awkward conversations on your end.

Step 3: Data Transfer – We ensure all your financial data is transferred securely and accurately, whether it’s cloud-based accounting software or traditional records. Our team takes care of the technical side, so there’s no disruption to your day-to-day operations.

Step 4: Set-Up and Review – We take the time to thoroughly review your accounts, tax position, and current processes. This allows us to spot any issues early and make recommendations that can immediately benefit your business.

Step 5: Ongoing Support – You will be introduced to our team and they will all take over the relevant tasks for your business. Each team member will work to look after you and take away the confusion and stress.

If your gut is telling you it’s time for a change, don’t put it off any longer. Switching accountants doesn’t have to be difficult—especially when you’ve got the right team supporting you.

Ready for a fresh start? Get in touch today. We’re ready when you are.