Changing accountants is very easy.
We will provide you with a standard letter which explains why you are switching to ten. The main reason is that we specialise in business advice as we are founder members of the MORE network of accountants.
The letter ends by thanking your current accountant for their support and keeps the door open to work together in the future.
We will need some basic information from you to set up our systems and to run through identification checks. We will then tell the tax office that we are your new accountants and they will issue you with codes. You send these to us and we confirm our appointment.
While this is happen we will complete a tax planning review, set you up and train you on Xero (if you are not already a user).
Once we have all the foundations in place we can start to work on the business plan and complete some financial forecasts. This means you will be able to see the forecasts compared to the actuals in real time!
These insights will enable you to improve the numbers.