Changing accountants is easier than you might think. Whether you are looking for more proactive advice, clearer communication or a service better suited to your needs, we will make the move to MMC straightforward and disruption-free.
A fresh approach to your accountancy
You may have worked with your current accountant for many years but feel the relationship is no longer working as well as it should. Perhaps you are:
- Waiting too long for answers
- Receiving little advice beyond your annual accounts
- Unsure what is included within your fees
- Looking for a more personal and responsive service
- Growing beyond the support your current accountant provides
- Moving towards digital bookkeeping or Making Tax Digital
- Concerned that your accountant does not fully understand your business
Whatever the reason, you are entitled to choose an accountant who gives you confidence and supports where you want to go next.
We manage the handover for you
Switching does not need to involve an awkward conversation or additional administrative work. Once you have decided to appoint MMC, we will write to your previous accountant, obtain the records and information we need, and arrange the necessary professional clearances and authorities.
We will also review your accounting records, filing deadlines and current tax position to help ensure nothing is missed during the changeover.
When is the best time to change accountants?
You can change accountants at any point during the year. You do not normally need to wait until your accounts or tax return have been completed.
We will consider your upcoming deadlines and advise on the most practical time to transfer responsibility. Where work is already underway, we can agree a sensible handover that avoids unnecessary duplication.
How switching works
Five straightforward stages — and we take care of most of them for you.
Start with a no-obligation conversation
We will take the time to understand your business, the services you need and what you would like from your new accountant.
Receive a clear proposal
We will explain how we can help, what is included and the fees involved, allowing you to make an informed decision without pressure.
Appoint MMC
If you are happy to proceed, we will complete the necessary engagement and authorisation arrangements.
We contact your previous accountant
With your permission, we will request your accounting and taxation records directly. In most cases, you will not need to manage the handover yourself.
Begin working with your MMC team
We will confirm your important deadlines, introduce the people looking after you and agree how we will work together going forward.
Why choose MMC?
Established in 1974, MMC Accountants provides personal, practical accountancy and business advice to businesses and individuals across Malvern and Worcestershire. Our clients benefit from:
- Direct access to experienced, qualified professionals
- Clear and straightforward advice without unnecessary jargon
- Support tailored to their business and circumstances
- Accounts, tax, bookkeeping, VAT and payroll under one roof
- Help with cloud accounting and Making Tax Digital
- A local team that takes the time to understand them
- Clear proposals setting out the services and fees agreed
Frequently asked questions
Do I need to tell my existing accountant?
You will need to confirm that you are ending their appointment, but this can usually be done with a short email or letter. We can provide suitable wording if required and then manage the professional handover.
Will my previous accountant charge for transferring my records?
This will depend on their terms of engagement and whether any fees remain unpaid. We will explain what information is required and deal directly with them wherever possible.
What if my records are incomplete or behind?
That should not prevent you from speaking to us. We will review the position, explain what needs to be brought up to date and agree a practical plan with you.
Can you help move us onto new accounting software?
Yes. We can advise on suitable software, assist with the transition and help put straightforward digital record-keeping processes in place.
Will changing accountants alert HMRC?
Changing accountant is a routine process. We will arrange the relevant agent authorisations so that we can deal with HMRC on your behalf.
Ready for a fresh start?
We will listen to what you need, explain how MMC can help and make switching as straightforward as possible.