One signature. We do the rest.
People stay with an accountant they have outgrown because moving sounds like a hassle. It is one digital signature, and almost everything after that happens without you.
We talk.
A half-hour call about your business and how things are set up today. You will have a fixed monthly price by the end of it, and an honest answer on whether we are the right fit. Sometimes the answer is no, and that is fine.
- No preparation needed from you
- We ask about the business, not just the books
- A fixed monthly price before you leave the call
- No obligation and no follow-up pestering
You sign the proposal.
Your proposal arrives by email with the price and the scope already written out, so nothing about what you are agreeing to is vague. Sign it digitally and that is genuinely your entire part. It also gives us permission to approach your current accountant, so you never have to tell them you are leaving or explain yourself.
- Priced and scoped in full before you sign anything
- Signed digitally, on whatever device is nearest
- You never have to make the awkward call
- You can stay out of it entirely from here
We do the handover.
We write to your current accountant for professional clearance and your records. This is a normal, routine request between firms, and they are expected to cooperate. We chase if they are slow.
- Professional clearance requested and followed up
- Accounts, tax returns and payroll records collected
- Everything checked rather than taken on trust
- We tell you if anything looks wrong before we start
You are set up.
Xero configured around how your business actually runs, historic figures brought across, and your named accountant introduced. From here you are a client, and the rest of this website describes what that is like.
- Xero set up and your licence included
- Historic data migrated and reconciled
- Your named accountant, introduced by name
- Deadlines mapped out for the next twelve months
What people actually worry about.
Can I switch mid-year?
Yes. There is no date in the calendar you have to wait for. If anything, moving partway through a year is easier than moving right before a deadline, because there is more time to get everything straight.
Will my current accountant make it difficult?
Rarely, and it makes little difference if they try. Professional clearance is a routine request between firms and there are professional obligations around cooperating. Occasionally a firm is slow. We chase them, not you.
Do I have to tell them myself?
No. We write to them. Plenty of people would rather not have that conversation, and there is no reason you should have to.
What if I owe them money?
Settle any outstanding fees, because a firm can hold records until their bill is paid. Tell us if that is a problem and we will work out the order things need to happen in.
How long does it take?
Most switches finish inside a fortnight. The variable is how quickly your old accountant responds, not how much work there is at our end.
Will anything break while it happens?
No. Your obligations carry on as normal, and we pick up the deadlines as we take over. Nothing is left uncovered in between.
Start with a conversation.
Thirty minutes, free, no obligation. Worst case you get a second opinion on how your books are set up.