Switching

Switching to The Smart Accountants couldn’t be easier, to start this process, simply get in touch and we’ll be able to discuss your requirements.

Switching is easy

Switching to The Smart Accountants couldn’t be easier, to start this process, simply get in touch and we’ll be able to discuss your requirements, how we can help and then get the ball rolling. We’ll aim to reduce any administrative burden on your side by liaising with your old accountant to get the information that we require.

Step 1

Get in touch – one of our Smart Accountants will speak to you to understand your business and requirements. We’ll then send you an online proposal with how we can support you and your business.

Step 2

Once you’ve accepted our proposal, we’ll then contact your previous accountant to handover all the relevant information, minimising the disruption for you. Remember to ensure you’ve given your previous accountant permission to speak to us.

Step 3

We’ll undertake our ‘Know Your Client’ (KYC) processes to ensure we’re complying with the Anti Money Laundering Regulations.

Step 4

The final step is for us to register as your agents, enabling us to correspond with HMRC and make your necessary submissions. We’re then ready to start working with you and supporting your business. 

The Next Steps

If you’d like further information on our services or to discuss switching to us, please get in touch and one of our qualified accountants will be happy to talk to you.

Please call us on 0845 606 9632, email us at team@thesmartaccountants.co.uk or complete the contact form below.