How to change Accountants


Mercian Accountants: A Trusted Partner for Your Business

Are you looking to change accountants for your business? Look no further than Mercian Accountants. Our team of experienced professionals are dedicated to providing expert guidance and support to businesses of all sizes.

Making the switch to a new accounting firm can seem daunting, but with Mercian Accountants, the process is simple and stress-free. Here’s how you can change to our firm:

  1. Review your current agreement: Before making any changes, it is important to review your agreement with your current accountant to ensure you will not be in breach of contract.
  2. Contact us: Get in touch with us at Mercian Accountants to discuss your requirements. Our team will be happy to answer any questions you may have and provide a quote for our services.
  3. Provide information: Once you have decided to switch to Mercian Accountants, we will need information about your business such as past financial records and current accounting software used. This will help us get a better understanding of your business and ensure a smooth transition.
  4. Sign our Letter of Engagement: We will provide you with a contract that outlines the terms and conditions of our services. Once you have reviewed and signed the contract, we will begin the process of transitioning your accounting needs to our firm.
  5. After signing our contract and before the transition process begins, it is important to inform your current accountant that you will be switching to Mercian Accountants. This can be done by sending a brief email or letter, informing them of your decision and giving them permission to respond to any queries we may have regarding your business and financial information. Here is an example letter you may wish to use. This will help ensure a smooth transition and avoid any potential conflicts with your previous accountant. We will work closely with your current accountant to obtain all the necessary information to ensure a seamless transition, and we appreciate your cooperation in facilitating this process.
  6. In line with UK money laundering regulations, we require identification from all new clients before we can commence our services. This helps us ensure that we are providing services to legitimate businesses and individuals. You may be required to provide proof of identity, such as a passport or driving license, and proof of address, such as a utility bill. This information will be securely stored in accordance with data protection laws. We take our obligations under these regulations very seriously, and by providing us with this information, you are helping us to maintain the integrity of the financial system.
  7. Transition process: Our team will work with your current accountant to obtain the necessary information and ensure a seamless transition. We will also ensure that all deadlines and obligations are met during the transition process.

At Mercian Accountants, we pride ourselves on providing top-notch service and support to our clients. Our team of professionals are knowledgeable and experienced in the field of accounting and are committed to helping you achieve your financial goals.

So, why wait? Switch to Mercian Accountants today and experience the difference that a trusted partner can make for your business. Contact us today to learn more.