Switch your business accounting to GoForma easily from £35/mo

Switching from your current accountant provider to GoForma is simple, swift and hassle-free.

Switching Accountants Made Easy with GoForma

Switching accountants can feel like a daunting task, but with GoForma, it’s a breeze. We understand that finding the right accountant for your business is crucial for success. That’s why we offer a seamless transition process and exceptional service to ensure your financial needs are met with precision and expertise.

Reasons to Change Accountant

1. Unmet Expectations: If the level of service provided by your accountant falls short of what you expect, it might be time for a change. Your financial matters deserve attention and expertise that align with your standards and needs.
2. Lack of Business Growth Support: Is your current accountant not actively contributing to the growth of your business? A new accountant can offer fresh insights and strategies to help your business thrive and reach its full potential.
3. Received Poor Advice: Have you received advice from your accountant that didn't pan out well? Trusting your financial advisor is crucial, and if you've been let down, it's a sign that a new perspective might be beneficial.
4. Missing Statutory Deadlines: If your current accountant frequently misses statutory deadlines, it can lead to penalties and compliance issues for your business. Switching to an accountant with a track record of meeting deadlines ensures your financial affairs remain in good standing with regulatory authorities.
5. Outdated Technology: While most contractor accountants breeze through their work with tools like FreeAgent or Xero, is your accountant keeping up? Or are you stuck with an old-fashioned in-house portal or even just using spreadsheets? Upgrading to modern accounting software can simplify your finances and make your life easier.
6. Outgrown Services: As your business grows, your accounting needs evolve. If you've outgrown the capabilities of your current accountant, it's time to find a partner who can keep up with your expanding requirements.
7. Misunderstanding of Your Business: If your accountant doesn't grasp the nuances of your business, it can lead to misunderstandings and inefficiencies. Switching to an accountant who understands your industry and business model can streamline your financial management.
8. Cost Concerns: Are you finding accounting services to be too expensive for the value provided? Explore options for more cost-effective solutions without compromising on the quality of service you receive.
9. Service Levels Falling Short: When your accountant's service levels consistently fail to meet your expectations, it's a clear indicator that a change is needed. Your financial affairs deserve the attention and dedication of a provider who delivers on promises.
10. Personality Clashes: Difficulties in communication or clashes in personality can hinder effective collaboration with your accountant. Finding a professional whose approach aligns with yours can lead to a more harmonious and productive working relationship.

Some of the most common worries we hear at GoForma

Switching accountants can be a big decision, and it's natural to have concerns about making the change. Here are some common worries we often hear:

"I’m still waiting for last year’s accounts!"

You shouldn't have to wait around for important financial information due to missed deadlines by the current accountant. By switching accountants, your new accountant can push to get things done faster, so your business doesn't suffer.

"Can I change accountants before year end?"

It's usually best to switch accountants before the end of the year, so any advice they give can be put into action in time. Most accountants are obligated to provide handover information to the new accountant within a couple of weeks during a changeover. But don't worry – your new accountant will take care of this process.

"I’m worried HMRC will start a tax inspection if I change accountants."

HMRC considers many factors when deciding to inspect a business for tax, but changing accountants isn't usually one of them. You can rest assured that making a switch shouldn't trigger a tax inspection.

How to Change Your Accounting Service

Switching to GoForma is simple. Just get in touch with our friendly team, and we’ll take care of the rest. We’ll handle the transfer of your financial records securely and efficiently, ensuring a seamless transition with minimal hassle on your end.

When Should I Change Accountants?

If you're considering a change, pay attention to these warning signs from your current accountant:

1. Lack of cloud accounting software: In today's digital world, cloud accounting is essential. If your accountant is still using old-fashioned methods like spreadsheets and paper instead of digital solutions like FreeAgent, Quickbooks, or Xero you're missing out on opportunities to save time and money. As FreeAgent accountants we can help you get started easily and include this with all of our packages.
2. You're always taking the initiative: When there are changes to tax laws or updates, you're left waiting to hear from your accountant. They don't keep you informed or updated on how these changes may affect you or your business.
3. Late filing penalties: similar to the above, if your accountants are waiting until the last minute to send notifications or aren't proactive then this can lead to late filing penalities.
4. Lack of support for growth: As your business grows and evolves, your current accountant might not be equipped to provide the support you need. They may struggle to keep up with the demands of your expanding business.

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If you’re feeling dissatisfied with your current accountant or experiencing any issues with their services, it’s time to make a change. Don’t settle for ordinary accounting—switch to GoForma and experience the difference firsthand.

Benefits of Switching to GoForma Accountants

Switching to GoForma comes with a multitude of benefits:

Dedicated Accountant: When you switch to GoForma, you'll have a dedicated accountant who is committed to understanding your business needs and providing personalized financial guidance.

Expertise: Our team of experienced accountants brings in-depth knowledge and expertise to every client engagement.

Personalized Service: We take the time to understand your business and financial goals, providing tailored solutions to help you succeed.

Timely Reporting: With GoForma, you can expect timely and accurate financial reporting, keeping you informed and in control of your finances.

Cost-Effective Solutions: We offer competitive pricing and value-added services to ensure you get the most out of your investment in accounting services.

Partnership with Freeagent Cloud Accounting Software: GoForma partners with FreeAgent, a leading cloud accounting software, to streamline your financial management processes. With FreeAgent, you can easily track expenses, create invoices, and manage your finances from anywhere, at any time. This partnership ensures that you have access to cutting-edge technology that simplifies your accounting tasks and improves efficiency.

Unlimited Expert Advice: Switching to GoForma gives you access to unlimited expert advice from our team of experienced accountants. Whether you have questions about tax planning, financial reporting, or business strategy, our experts are here to provide guidance and support.

How to switch to GoForma business accounting

1. Sign up for a package: Once signed up, you'll be taken through to our onboarding dashboard where we'll need some basic details about you and your business.
2. Add previous accountant details: add their name and email address - we'll then send them a professional clearance request for them to add all your previous details.
3. We set everything up: we'll regularly 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.
4. Onboarding: Once your records are transferred, we’ll set up your account and begin providing our exceptional accounting services

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Get in Touch: Contact GoForma to discuss your accounting needs and book a free consultation. 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.

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!

Is it hard to change accountants?

Changing accountants isn't hard at all. In fact, it's quite easy and straightforward process with GoForma. But before you make the switch, it's important to consider what you're looking for in a new accountant. Start by figuring out what you don't like about your current accountant.

Ready to Switch to GoForma?

Check out our Google and Trustpilot reviews to see what our clients have to say about their experience with GoForma. With countless satisfied customers, you can trust us to deliver the exceptional service and results you deserve.

So why wait any longer? Make the switch to GoForma today and experience the difference for yourself. Say goodbye to the frustrations of traditional accounting and hello to a brighter, more efficient future for your business. Your journey to financial success starts here.

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