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How Do I Change My Accountant?

Switching accountants is a simple process that can have huge, long-term benefits for your business

Are you are considering changing accountants but are worried the timing isn’t quite right for your business, or that you have too many loose ends to tie-up with your current accountancy firm? Well, the good news is that we can take care of all that for you. We make the switching process easy, ensuring minimal effort on your part and minimal disruption to your business.

There are many reasons why you may wish to switch – has your business outgrown your current accountant, or are you seeking a higher level of service? Or perhaps you simply want a chartered accountant who cares about the triple bottom lineAt Harland we prioritise getting to know you and your business to build lasting relationships that help us become become value-adding partners.

3 simple steps to switching

We will efficiently take care of the whole transfer, leaving you to concentrate on running your business

We love forging powerful, lasting partnerships with people and businesses who share our values, are as passionate about their business as we are and believe in business for good. If this sounds like you then book a discovery call with one of our friendly and experienced team members. 

If you then choose to appoint us as your new accountant, we will do all the hard work in switching you over, including informing your current accountant.

Once you have completed a simple registration form, we will get you set-up with cloud-based, real-time software and begin the journey of getting to know you, your business, your values, goals and ambitions. Through quarterly catch-ups, health checks and business optimising recommendations, our team of experts will make an immediate and lasting positive impact on your business.

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FAQs

Harland-Accountants_Living-Wage-accredited-employer

A good accountant does more than keep you compliant. We take the stress out of your year-end accounts and tax responsibilities, but more importantly, we give you clarity, confidence, and the headspace to focus on growing your business. With expert support in your corner, you can make better decisions, spot new opportunities, and stay one step ahead. So, if you’re ready to move beyond basic accounting and elevate your business, get in touch.

Our clients are in the safest possible hands – All our team are either qualified accountants/tax advisors, or are training towards a recognised industry qualification. Alarmingly, there are no legal requirements to call yourself an accountant, but we take this very seriously.

We are also registered with the ICAEW (The Institute of Chartered Accountants in England and Wales) who ensure the highest possible standard in the accounting industry.

What types of business do you work with?
We specialise in supporting VAT-registered, purpose-led businesses with growth ambitions — from startups with big ideas to established SMEs turning over £1m+. If you’re values-driven and ready to move beyond the basics, we could be the right fit.

The best way to find out? Book a free discovery call and let’s talk about your goals.

We love Xero and we know you will too! This powerful but user-friendly accounting software seamlessly links your bank, book-keeping and us (your accountant) together, minimising headaches and faff! It’s a powerful tool knowing your business in real time and better yet, we’ll be on hand to tell you what all the data means.

If digital accounting is new to you, then we can help set you up. Just ask us about our Xero training options.

Xero is our preference (please make sure everything is up-to-date). 

We love getting to know our clients and their businesses, so keep us in the loop! We want to see you and your business succeed and offer so much more than just statutory annual accounts.

  • Quarterly check-in’s: With your dedicated Client Manager, where we can discuss any business or financial concerns
  • In-person workshops: We offer Business Strategy sessions to get you thinking about the bigger picture
  •  Explainer sessions: Make your end-of-year accounts work harder and extract valuable insight with a dedicated explainer session

We need your financial records within two months of your year end. This gives us time to prepare your accounts thoroughly, offer proactive advice, and ensure everything is accurate and aligned with your goals. 

We must receive everything no later than three months before your filing deadline. After that, we can’t guarantee a smooth, stress-free process.

Ready to move beyond basic accounting?

If you’re new to Harland, book a free discovery call to explore how we can support you with values-aligned financial strategy, growth planning to fuel your impact, and advisory support that helps you make confident, well-timed decisions.

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