Prepared by DJB Accounting • 11 November 2026
How does switching accountant work?
The usual starting point is to agree the new engagement, give permission for contact with your existing accountant and establish which work is complete or still outstanding. A clear handover helps avoid gaps or duplicate work.
A practical handover
- Tell us what needs attention. Include accounts, tax, VAT, payroll and any urgent correspondence.
- Agree scope and fees. We identify the work we can take on and the information needed.
- Authorise contact. With your permission, we request professional clearance and the relevant records.
- Check access and responsibilities. We confirm software access, HMRC authorisations and who handles outstanding submissions.
Records worth locating
- The most recent signed accounts and tax returns.
- Bookkeeping access or exports, bank statements and reconciliations.
- VAT and payroll records, if relevant.
- HMRC and Companies House correspondence.
- Details of upcoming deadlines and unfinished work.
Do I need to wait for my year end?
There is no single best handover date for every business. The right timing depends on the work in progress, the records available and the deadlines. Discuss those points before ending an existing arrangement.