Ready to switch? Blue Peak makes your transition easy.
It's easier than you think.
What you need to do.
Switching accountants is simpler than it may seem, it just requires careful planning to ensure a smooth transition. Start by reviewing your current agreements and giving proper notice to your existing supplier if required.
Step
1
What we take care of.
Once you decide to move to us, we’ll contact your current accountant to request professional clearance and all necessary information, and notify HMRC. There’s no awkward conversations and no disruption to your business. We’ll ensure all deadlines continue to be met and that the handover is smooth, with no gaps in compliance or unexpected penalties.
Step
2
Finalising engagement.
Once you have signed our letter of engagement, we will send you a welcome email introducing you to Blue Peak and outlining the data and ID documents we require to complete mandatory checks. Your dedicated account manager will be notified and we will arrange an introductory meeting, usually online, so you can meet them and discuss your account in detail.
Step
3
Hit the ground running with Blue Peak.
Clients typically switch to us for clearer advice, better communication, and more proactive tax planning. Get in touch for a free no obligation discussion and we’ll take care of the rest.