We make it really easy – we take the lead and help make the transition as smooth as possible.

Once you decide to switch there are just a few simple steps to take.

You’ll sign a letter we provide you to confirm the change. We’ll set you up in our system and send the letter to your existing accountant to ask for your data. The data will be transferred and that’s it, we’re all set to go.

We would suggest booking a consultation if you want to make the change, so we can get to know your and your unique circumstances, and also answer any questions you might have.