From what our new clients are telling us, most clients will put up with significant levels of abuse, poor client service and mistakes before they will even consider moving accountant. Now this makes us angry, as we believe that every client deserves a high quality and responsive service from their accountant. So, we started asking our new clients, exactly what stopped them from changing their accountants.
1. They thought the process of moving would be long and laborious
It needn’t be this way. All you need to do is find yourself a new accountant and tell your existing accountant that their services are no longer required. We even have a standard letter, which you can use to do that – or we can send on your behalf. Your new accountant will then write to your accountant and start the handover process.
If your existing accountant is a professionally qualified accountant, they have a duty (as imposed by their professional body) to hand over all your files, notes and papers to your new accountant within a reasonable time.
2. They are worried that their old accountant will delay the transfer because of a fee dispute
A fee dispute will not delay a handover, as your old accountant is professionally bound to handover your files to a new accountant. We will, if you like, work with you to help you resolve the fee dispute with your old accountant. We have had a good track record of helping our new clients resolve their fee disputes, and in many cases get compensation from their old accountant.
3. They are worried that it will be costly to transfer between accountants
Most accountants will not charge for a handover or transfer. In a small portion of cases, you may find that they charge for 30 minutes of their time. However, most accountants will not do this as they want to keep your good will.
4. They are concerned about their accountant’s reaction if they leave
You can do the whole transfer by email or letter – you need not speak to your old accountant if you don’t want too. Of course, they will probably be upset that you are leaving, but that’s life!
If you would like to have a chat with us about how the process would work for us to become your new accountant, just click here and complete the form. We’ll get back to you like a shot!
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