Changing Accountants – its easier than you think!
Are you not happy with your current accountant but still haven’t made the move?
Maybe your anxious about the changeover process or concerned about the exchange causing problems for you.
Not to fear, we have listed the following steps to give you, as a client, insight into the exact process of changing accountants.
We will Contact Your previous Accountant
Correspondence will be made between new accountant and previous accountant to notify them of the change to avoid any uncomfortable conversations for the client.
This is one of the biggest fears for clients who aren’t happy. Bottrell will handle the changeover making it a smooth as possible for all parties.
Prepare Professional Objection Letter
Bottrell will prepare a letter for you. This letter asks the previous accountant if there is any professional objection for the handing over of your accounting work.
Any professional objection would include;
– Unpaid fees
– Incomplete work
Transfer of all Client Documents
Once your previous accountant has confirmed they have no objection with the changeover, Bottrell will make arrangements for the transfer of all documents and company files to commence work on your accounts.
Does the process seem easier than you initially thought? Maybe it’s time for you to take the first step!
Contact The Team
At Bottrell Today
To Start the
Process
Is it Time For a
New Accountant?
Did you Know? The Process to Change Accountants is Super Easy!
We will Contact Your previous Accountant
Correspondence will be made between new accountant and previous accountant to notify them of the change to avoid any uncomfortable conversations for the client.
This is one of the biggest fears for clients who aren’t happy. Bottrell will handle the changeover making it a smooth as possible for all parties.
Prepare Professional Objection Letter
Bottrell will prepare a letter for you. This letter asks the previous accountant if there is any professional objection for the handing over of your accounting work.
Any professional objection would include;
– Unpaid fees
– Incomplete work
Transfer of all Client Documents
Once your previous accountant has confirmed they have no objection with the changeover, Bottrell will make arrangements for the transfer of all documents and company files to commence work on your accounts.
Does the process seem easier than you initially thought? Maybe it’s time for you to take the first step!
