We appreciate you may already have a relationship with an accountant or finance partner. But if you are thinking of switching, we’ll do the heavy lifting for you. We’ll make the transition from your current service provider as smooth as possible and help you get on the right path to success.
As easy as 1-2-3…
Book a Discovery Call
This 10-20 min call will help us establish more about you, your business and what you need from an accounting and tax service.
Give notice to your current accountant/service provider
We always suggest to be courteous and give your current accountant notice. Agree an exit plan with them.
We will raise a professional clearance letter
We’ll do all the heavy lifting for you and get all the information from your previous accountant.