Changing accountants is usually easier than staying unhappy.
A normal handover is a defined professional process: agree the new scope, obtain clearance, transfer records and make sure upcoming deadlines are owned.
Choose Ledger Grove
Use the online suitability check or book a short call if your business is more complex.
Complete onboarding
Provide business information, current accountant details, deadlines and the systems in use.
Professional clearance
Once authorised, the outgoing accountant can be contacted for the normal professional handover and relevant records.
Move the workflow
Software access, bookkeeping responsibilities, HMRC/Companies House deadlines and monthly routines are agreed.
When is the best time to switch?
There is no rule that says you must wait until a year end. The important issue is knowing what work is already complete, what deadlines are approaching and who is responsible for each submission during the transition.
What if the old books are messy?
That does not prevent a switch, but historic reconstruction is different from a normal handover. Ledger Grove identifies catch-up work separately so a low standard monthly fee is not used to hide a large clean-up project.
Ready to leave the old accountant behind?
Answer a few questions and see the simplest suitable option for your business. Straightforward clients can continue directly into onboarding.