Changing Accountant

Changing Accountants is actually a very straight forward process!
 
A brief summary of the process follows:
 
Step 1

We obtain your authority for us to speak to your existing accountant to obtain all your accounting and tax paper work.

To do this, all you need to do is sign an authorisation letter which we send to you.

Step 2

Once we have received this signed letter, we will write what is called a professional courtesy letter and send this to your existing accountant.

We ask the accountant if there is any reason why we cannot take you on as a client. We have to ask this as part of our institute’s professional guidelines but it does not normally present any problems.

We also ask them for a copy of your accounting and tax paper work.

Step 3

Once we have received the response from your accountant we will add your opening balances to the system.

Interested in changing accountants?
 
 
or give us a call on
 
07581 505 493 / (01773) 511 386
 
FINPLANTAX LTD is a company registered in England and Wales with company number 7475662 whose registered office is 9 Oak Meadows, South Normanton, Alfreton, Derbyshire, DE55 3AZ \ t: (01773) 511 386 \ e:tradingmckenzie@gmail.com