If you’re not happy with your current accountant, you are not alone. Maybe they don’t explain things clearly. Maybe they’re slow to respond. Or maybe you just don’t feel like a priority.
Whatever the reason, switching accountants can feel like a big step — especially if you’ve been with the same one for years. There’s often a worry that it will be awkward, complicated or disruptive to your business.
The good news? It doesn’t have to be. In fact, a smooth handover is part of what we do best.
At LJ Adams Accounting, we’ve helped lots of clients make the move with zero hassle. This guide will show you exactly what to expect and why changing accountants is easier than you might think.
You don’t need to wait until the end of the tax year or financial year to switch. You can change accountants at any point — and we will make sure everything is transferred properly and nothing gets lost.
The process is straightforward, and we handle nearly all of it for you.
Before anything happens, we talk. You tell us what’s going on, what support you need, and how things are currently set up. We’ll let you know if we’re a good fit and exactly how we can help.
There’s no pressure and no jargon — just a clear, honest conversation.
Once you decide to move forward, we contact your previous accountant for a handover. This is standard practice in the accounting world and nothing to worry about.
We ask for:
This part is handled professionally and politely, with the aim of making the transition as smooth as possible for everyone involved.
We’ll complete a few quick admin steps, including:
We’ll also agree how we’ll work together and what you want from us, so everything feels clear from day one.
We don’t just pick up where your last accountant left off. We take time to review your accounts, bookkeeping, and compliance to spot any issues or missed opportunities. This way, we can hit the ground running and make sure everything is up to date.
If we notice anything that needs fixing or improving, we’ll talk it through and help you get it sorted.
Will my old accountant be annoyed?
Professionally, no. It’s common for businesses to change accountants. We handle all communication politely and respectfully.
Will I lose any information?
Not at all. We’ll request everything we need directly from your previous accountant and check that nothing has been missed.
What if I’ve fallen behind with things?
No problem. We’ve helped many clients get back on track. No judgement, just support.
We build relationships with our clients, not just transactions. When you join us, you get an accountant who is genuinely invested in your business success — not just someone who files your returns once a year.
If you’re feeling stuck or unsure about your current accountant, it might be time for a fresh start. Let’s talk about what you need and how we can help — no pressure, no pushy sales pitch, just clear advice.
Send a quick message to [email protected] or use our enquiry form to get started.
You’ve got nothing to lose and everything to gain.
