Thinking of switching accountants?

Switching from your current accountant provider to GoForma is simple, swift and hassle-free.
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Worried switching will take up a lump of your personal time?

Rest assured, switching to us is very easy. We know your upmost focus goes towards your business that's why we take care of the handover process for you. Yes, all of it.

All you have to do is get is reach out to your previous accountant to provide your information so we can carry out our process with HMRC.

How do I switch from my current accountant?

Book in a chat or receive an instant online quote

If you haven't already done so, book in a free consultation *consultation booking link* with one of our accountant's who can run through any immediate questions you may have as well as guide to the best package for you & your business. You can also use our online tool for an instance quote.

When do you switch accountants?

You're able to move accountants at any time that's best for you. If your current accountant is in the middle of preparing documents for you (such as your end of year accounts or tax return), it might be worth waiting until this is completed to avoid any delays with getting everything switched over.

Sign up!

After having a chat with one of our personal accountants or receiving an online quote, you'll be sent a link to sign up to our services. Once signed up, you'll be taken through to our onboarding dashboard where we'll need some basic details about you, your business and your prior accountant. If you haven't already done so, now would also be a good time to let your current/prior accountant know that you're looking to leave their services.

Create a Free Community Account

Create a Free Community Account:
  • Book a Free Accounting Consultation
  • Get partner discounts on insurance, banking and more
  • Access to 25+ premium downloadable guides
  • Apply for free company registration
  • Upgrade when you’re ready

We'll take it from here

Once you've updated our onboarding dashboard, we will take over the switching process from start to finish. We'll reach out to your previous accountant to request all your historic information and make sure we have all the needed authorisations in place to act on your behalf going forward.

How long does it take to switch to a new accountant?

After signing up to one of our packages, we'll get started straight away on handling the switch. Once your old accountant sends us all your information we need, we'll be ready to go!

Why make GoForma your new accountant.

We provide stellar service to all our clients and help several new customers switching, experience it too.

Accounting tailored to you.

At GoForma, we leave no business unattended for. We love to give a personal touch and that's why each of our clients receive a dedicated personal accountant to help them through each stage of their business

No hidden fees.

We mean that. We make sure we're as open and as transparent especially when it comes to your time and money.

Exceptional advice and resources.

Simply put, we deliver for our clients. Your dedicated accountant will always be on hand to help, exceeding your expectations and offer the best advice out there.