Switching accountants
How to Switch Accountants: The Agency Founder's 30-Day Playbook
A practical 30-day playbook for switching from a generalist accountant to a specialist. Includes the 12-point professional clearance template, the data migration checklist, and the questions to ask before signing with a new firm.
What's inside
- Specific actionable steps with deadlines
- 2025/26 UK tax figures throughout
- Real software, HMRC form references, and worked examples
- Written by ICAEW qualified accountants
- Free, no obligation, no follow-up sales calls
Why we publish these for free
We work with 73+ UK and UAE agency founders. The patterns we see repeat. Publishing the playbooks publicly is how we demonstrate the value of working with us. If you find this useful and want it applied to your specific situation, the free health check is where that conversation starts.