Thinking of changing Accountant? Here is what actually happens.

Carla Partridge • 14 September 2026

Thinking of Changing Accountant? Here’s What Actually Happens

Have you been considering changing accountant but keep putting it off because you are worried it will be complicated, awkward or disruptive?

You are not alone. Many business owners remain with an accountant who no longer suits them simply because they are unsure how the switching process works.

The good news is that changing accountant is usually far easier than people expect. Once you have chosen your new accountant and given the necessary permission, most of the handover happens directly between the two accountancy practices.

Here is what actually happens.

Why do people change accountants?

There are many perfectly reasonable reasons for looking for a new accountant. You may feel that:

Your questions take too long to be answered.

You rarely speak to the same person.

Your accounts are always completed at the last minute.

You receive unexpected bills.

Everything is explained using technical jargon.

You are not receiving proactive tax advice.

Your business has grown and needs more support.

You need help with bookkeeping, payroll, VAT or Making Tax Digital.

You would prefer a more personal and collaborative relationship.

Changing accountant does not necessarily mean your previous accountant has done anything wrong. Sometimes a business simply outgrows the service it originally needed.

The important thing is finding an accountant who understands your business and provides the right level of support for where you are now.

Step 1: Speak to your prospective new accountant

Before making any decisions, arrange a conversation with the accountant you are considering.

At Partridge Accountancy Services, we would normally discuss:

What your business does

Your business structure

The services you currently receive

Your bookkeeping arrangements

The accounting software you use

Any upcoming deadlines

Any concerns or unresolved issues

The support you would like going forward

Our services and monthly fees

This gives both parties the opportunity to decide whether they are a good fit.

We will explain clearly what is included in your proposed package, what information we will need and what the next steps would be. There is no obligation to proceed after the initial conversation.

Step 2: Tell your existing accountant

Once you have decided to move, you will need to let your current accountant know.

It is worth checking your engagement letter first, as it may include a notice period or particular arrangements for ending the service.

Your message does not need to be lengthy or confrontational. You can simply explain that you have decided to appoint another practice and give permission for your information to be released to your new accountant.

You should also check whether:

Any fees remain outstanding

Your accountant has unfinished work in progress

A tax return, VAT return or set of accounts is approaching its deadline

You hold any original documents that may be needed

It is best to clarify who will complete any work already underway so that nothing is overlooked during the transition.

Step 3: Complete the onboarding process

Every reputable accountancy practice must carry out certain checks before accepting a new client.

These will normally include:

Confirming your identity and address

Understanding your business activities

Completing anti-money laundering checks

Agreeing which services will be provided

Signing an engagement letter

Obtaining authority to deal with HMRC

Collecting relevant company and tax information

These checks are standard legal and professional requirements. They protect both you and the accountancy practice.

At Partridge Accountancy Services, we use a secure client portal to make the onboarding process as straightforward as possible.

Step 4: Your new accountant contacts the previous accountant

With your permission, your new accountant will contact your outgoing accountant.

This is often called requesting “professional clearance”, although “professional enquiry” is the more accurate term.

Your previous accountant is not being asked whether you are allowed to leave. You are entitled to choose who provides your accountancy services.

The purpose of the enquiry is to ask whether there is any professional reason why the new accountant should not accept the appointment and to request the information required for a smooth handover.

In most cases, this communication takes place directly between the two practices. You should not need to act as the messenger.

Step 5: Your records are transferred

Your previous accountant will normally provide the relevant information they hold about your business or personal tax affairs.

Depending on your circumstances, this may include:

Previous annual accounts

Corporation Tax returns and computations

Self Assessment tax returns

VAT and payroll records

Capital allowance schedules

Details of business assets

Director’s loan account information

PAYE details

Accounting software balances

HMRC correspondence

Information about outstanding queries or deadlines

Your new accountant will review the information received and let you know if anything else is required.

There can occasionally be delays if information is missing, fees are disputed or the outgoing accountant is slow to respond. However, most transfers are completed without difficulty.

What happens to your accounting software?

If you use cloud accounting software such as Xero or QuickBooks, access can often be transferred to your new accountant without losing your existing information.

If you would also like to move to different software, your new accountant can discuss the best time and method for transferring your records.

You should avoid cancelling accounting software, payroll systems or payment collection services until the transition has been reviewed. Cancelling too early could interrupt your invoicing, bookkeeping, payroll or Direct Debit collections.

Partridge Accountancy Services works primarily with Xero, and we can help clients move from other systems where appropriate.

Can you change accountant at any time?

Yes, you can normally change accountant at any point during the year. You do not necessarily have to wait until your company year-end or until your next tax return has been submitted.

However, the timing should be considered carefully if:

Your accounts or tax return deadline is approaching.

A VAT return is due shortly.

Payroll is about to be processed.

HMRC is carrying out an enquiry.

Your existing accountant has almost completed a piece of work.

Your bookkeeping is significantly behind.

Sometimes it makes sense for the outgoing accountant to finish a particular return or set of accounts. In other cases, the new accountant can take over immediately.

A good accountant will consider the circumstances and recommend the smoothest option for you.

Will changing accountant cause problems?

In most cases, no.

Changing professional adviser is a normal part of running a business. Accountants regularly receive new clients and transfer existing clients to other practices.

You should not feel guilty about making a change. You are entitled to work with someone who communicates clearly, understands your needs and gives you confidence in your finances.

The transition is usually easiest when you are honest with both practices about:

Why you are moving

Any outstanding work

Approaching deadlines

Unpaid invoices

Problems with the bookkeeping

Any ongoing communication with HMRC

Providing complete and accurate information from the beginning helps prevent delays and confusion.

What should you look for in a new accountant?

Price is important, but it should not be the only consideration.

Before appointing a new accountant, ask yourself:

Are their fees clear?

What is included in the service?

How quickly do they normally respond?

Will you have a regular point of contact?

Do they understand businesses like yours?

Can they support your bookkeeping, payroll and VAT requirements?

Do they explain tax matters in plain English?

Are they comfortable with modern accounting software?

Will they offer advice throughout the year rather than only at the year-end?

A good accountant should make you feel supported and informed—not embarrassed to ask questions.

Moving to Partridge Accountancy Services

At Partridge Accountancy Services, we aim to make changing accountant feel simple and reassuring.

We support small businesses, limited companies, sole traders and landlords with:

Annual accounts

Corporation Tax

Self Assessment

VAT returns

Payroll

Bookkeeping

Xero

Making Tax Digital

Ongoing business and tax support

We offer fixed monthly packages, friendly advice and a collaborative approach. We want our clients to understand their numbers and feel comfortable contacting us whenever they need help.

If you decide to appoint us, we will:

Explain our services and fees clearly.

Guide you through our secure onboarding process.

Contact your previous accountant with your permission.

Review the records and information received.

Identify any missing information or urgent deadlines.

Help you become comfortable with our systems.

Remain approachable when you have questions.

Our role is not simply to submit forms. We want to understand your business, work alongside you and help you feel in control of your finances.

Thinking about making a change?

If your current accountancy service no longer feels right, you are welcome to have an informal and confidential conversation with us.

There is no obligation to move, and you do not need to contact your existing accountant before speaking to us.

We can listen to your concerns, explain how the transfer would work and provide clear information about our monthly packages.

Changing accountant may feel like a significant decision—but the process itself can be surprisingly straightforward.

Contact Partridge Accountancy Services today to find out how we can help.

Website: www.partridgeaccountancy.co.uk
Email: admin@partridgeaccountancy.co.uk

Partridge Accountancy Services
Helping businesses stay informed, compliant and prepared.

Simple.

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Are You Making the Best of Your Xero Subscription? Things Xero Can Do That May Surprise You

by Carla Partridge • 14 September 2026

Many businesses subscribe to Xero because their accountant recommended it—but then use only a small part of what it can do. Perhaps you log in occasionally to check the bank balance, upload a few receipts or leave everything for your bookkeeper. Meanwhile, useful features that could save time, improve cash flow and make running your business easier remain untouched. Xero is much more than somewhere to store transactions and prepare your year-end accounts. When it is set up and used correctly, it can become a valuable everyday business tool. Here are some of the things Xero may be able to do for you. Create and send professional invoices You can create branded sales invoices directly within Xero and email them to customers without preparing separate documents. Your invoice can include: Your business name and contact details Your logo and branding A description of the goods or services supplied Payment terms Your bank details VAT information, where applicable A payment link, if a compatible payment service is connected You can also see whether an invoice has been sent, viewed or paid, helping you monitor what is happening without searching through your emails. Automatically create recurring invoices Do you charge the same customers the same amount every week, month or quarter? Instead of manually raising each invoice, Xero can create repeating invoices automatically. Depending on your settings, they can either be saved as drafts for you to review or approved and sent directly to the customer. This can be particularly useful for businesses offering: Monthly memberships Retainer services Regular maintenance Property management Subscriptions Ongoing consultancy Regular cleaning or care services Once configured correctly, repeating invoices can remove another repetitive task from your monthly workload. Send automatic payment reminders Chasing unpaid invoices is one of the least enjoyable parts of running a business. Xero can send automatic reminders when an invoice is approaching its due date or has become overdue. You can customise the timing and wording so that the messages suit your business. A polite reminder can often prompt payment without you having to compose an awkward email. Automation should not replace personal communication where a customer has a genuine query or is experiencing difficulty, but it can significantly reduce routine credit-control work. Make it easier for customers to pay you Xero can connect with compatible online payment services, allowing customers to pay through a link on the invoice. Offering a straightforward payment method may help reduce delays caused by customers having to find your bank details and make a separate transfer. There may be transaction charges, so you should review the provider’s terms and fees before enabling this facility. Create quotes and turn them into invoices If your business provides estimates or quotations, you may be able to create and send them through Xero. Once the customer accepts a quote, you can convert it into an invoice without retyping all the details. This reduces administration and helps avoid differences between the amount quoted and the amount invoiced. It can also give you a clearer record of which quotes have been sent, accepted, declined or are still awaiting a response. Connect directly to your bank Bank feeds bring transactions from your business bank account into Xero, reducing the need to enter everything manually. You can then match each bank transaction against an invoice, bill, expense or other accounting entry. This does not mean that Xero completes the bookkeeping entirely by itself. Transactions still need to be reviewed and coded correctly—but bank feeds make the process faster and help ensure that fewer items are overlooked. Use bank rules for regular transactions If the same type of payment appears regularly, bank rules can help suggest how it should be treated. For example, a bank rule might recognise: Monthly software subscriptions Regular rent payments Bank charges Insurance premiums Telephone bills Routine transfers Bank rules can save time, but they must be created carefully. A badly designed rule can repeatedly place transactions in the wrong category or apply the wrong VAT treatment. Automation is useful—but it still needs human oversight. Keep bills and supplier payments organised Xero is not only for money coming into the business. You can also enter and monitor bills you need to pay. This can help you see: Which suppliers are owed money When bills are due Which bills have been paid What payments are approaching How future payments may affect cash flow Keeping bills up to date can give you a much more realistic view of your financial position than simply looking at the balance in your bank account. A healthy bank balance does not necessarily mean that all the money is available to spend if VAT, tax, wages and supplier bills are still outstanding. Store documents alongside transactions Depending on the tools and subscription available to you, receipts and supplier documents can be uploaded and attached to the relevant transaction. This helps reduce paper storage and makes it easier to find the supporting document later. Rather than searching through an overflowing email inbox or a drawer full of receipts, you can open the transaction and view the document attached to it. Keeping digital records is also increasingly important as more businesses are brought into Making Tax Digital. Monitor who owes you money Xero can show outstanding customer invoices and how long they have remained unpaid. This helps you identify: Invoices that are about to become overdue Customers who regularly pay late Large balances requiring attention Payments that may not have been allocated correctly Regularly reviewing your aged receivables report can improve cash flow and reduce the risk of forgotten debts. A sale is good news—but it does not help your bank balance until the customer actually pays. Access your accounts from almost anywhere Because Xero is cloud-based, you are not restricted to one computer in one office. You can access your financial information online, and Xero also offers mobile functionality for carrying out certain tasks while you are away from your desk. Depending on your setup and plan, you may be able to: Send an invoice after completing a job Review transactions Photograph and upload a receipt Check whether a customer has paid Record an expense Monitor key figures This can be particularly useful for tradespeople, consultants, landlords and other business owners who are regularly on the move. Give your accountant access to live information One of the greatest benefits of Xero is that you and your accountant can work from the same information. There is no need to email different versions of spreadsheets backwards and forwards or wait until the year-end to discover that something is missing. With suitable access, your accountant can: Review the bookkeeping Investigate unusual transactions Correct errors Monitor VAT Prepare reports Help answer questions using current figures This creates a much more collaborative relationship and allows potential issues to be identified earlier. Prepare and submit VAT returns For VAT-registered businesses, Xero can calculate VAT from the transactions entered and support digital VAT-return preparation and submission. However, the VAT return is only as accurate as the records behind it. Incorrect VAT rates, duplicated transactions, missing purchases or personal expenses can all affect the result. The return should still be properly reviewed before it is submitted to HMRC. Xero is a useful tool, but it cannot automatically decide the correct VAT treatment of every transaction. Track projects, time and profitability Some Xero plans or additional features allow businesses to track time and costs against individual projects. This can help you understand: How much time a job has taken Which costs relate to a particular project Whether the work was profitable Whether you are charging enough Which types of work provide the best return A project may bring in plenty of revenue but still make very little profit once staff time, materials and other costs are considered. Knowing the difference can help you price future work more effectively. Record expenses and mileage Depending on your subscription, Xero may offer tools for submitting expenses and recording business mileage. This can make it easier for business owners and employees to record costs promptly rather than trying to reconstruct everything months later. Expenses still need to be genuinely business-related, supported by appropriate evidence and treated correctly for tax and VAT purposes. Using an app does not automatically make every expense allowable—but it can make the record-keeping much more efficient. Run payroll Xero offers payroll tools that can help eligible UK businesses calculate wages, produce payslips, record deductions and report payroll information. Payroll is a sensitive area with strict deadlines and responsibilities, so the system needs to be configured and maintained correctly. Features and employee limits can vary between subscription plans. Pension contributions, statutory payments, benefits and unusual payroll situations may also require additional attention. View reports throughout the year Your Profit and Loss report and Balance Sheet are not only for your accountant to review at the year-end. Regular reporting can help you answer important questions such as: Is the business making a profit? Are costs increasing? Which customers owe money? Can the business afford a new commitment? Is there enough cash for the next VAT or tax payment? Are sales improving or declining? Does the bank balance agree with the accounting records? Reports become much more useful when the bookkeeping is kept up to date and reviewed regularly. Connect Xero with other business applications Xero can integrate with a wide range of third-party applications covering areas such as: Payment collection E-commerce Stock management Receipt processing Expenses Time tracking Customer management Cash-flow forecasting Reporting An integration may reduce duplicated work, but more technology is not always better. Before connecting another application, consider: What problem will it solve? Will it genuinely save time? What will it cost? Who will monitor it? Could it duplicate information? Will it apply the correct tax and VAT treatment? The best software arrangement is usually the simplest one that meets the genuine needs of the business. Is every feature included in every Xero subscription? No. Available features, usage limits and add-ons can vary according to your Xero plan and may change over time. Before relying on a particular feature, check your current subscription and any additional charges. You can review the latest information on the Xero website . There is little benefit in paying for features you do not use—but equally, upgrading may be worthwhile if a feature would save significant time or improve your financial controls. Remember: Xero does not replace good bookkeeping Xero can automate tasks and make your records more accessible, but it cannot guarantee that everything is correct. The software cannot always know: Whether a cost is genuinely business-related Which tax category should be used Whether VAT can be reclaimed Whether a payment relates to the director’s loan account Whether a transaction has been duplicated Whether an invoice will actually be paid Whether your business is operating tax-efficiently If incorrect information is entered, Xero can produce very polished reports containing very inaccurate figures. The best results come from combining suitable software with regular bookkeeping, careful reviews, professional assistance and advice. Could you be getting more from Xero? If you already subscribe to Xero but use it only for basic bookkeeping, there may be opportunities to save time and gain better financial information. At Partridge Accountancy Services, we can help you: Review your current Xero setup Choose an appropriate subscription Set up invoices and repeating invoices Configure payment reminders Review bank feeds and bank rules Improve bookkeeping processes Move records from another system Correct existing errors Provide Xero guidance and training Manage some or all of your bookkeeping Produce useful reports Prepare VAT returns and annual accounts Sometimes a few small changes can make a significant difference to how efficiently your business uses Xero. Are you making the best of your Xero subscription? Contact Partridge Accountancy Services for a friendly conversation about your current setup and how we can help you get more value from it. Website: www.partridgeaccountancy.co.uk Email: admin@partridgeaccountancy.co.uk Partridge Accountancy Services Helping businesses stay informed, compliant and prepared. Simple.