If you are unhappy with your current accountant, you do not need to feel stuck. Many business owners stay in place longer than they should because they assume switching will be complicated or awkward. In reality, the process is structured, professional and handled largely by your new accountant.
At North Devon Accounts, we manage the transition for you, so your work continues without disruption and your deadlines remain protected.
Why Businesses Switch Accountants
Businesses choose to move for many different reasons. Sometimes communication is slow. Sometimes advice feels reactive rather than forward planning. Sometimes growth has outpaced the level of support being provided.
In 2026, expectations are higher. Cloud accounting, digital tax reporting and regular forecasting have become standard. Business owners want clarity around tax, profit and cash flow. They want guidance that supports decision making throughout the year.
If you are not receiving that level of service, it may be time to review your options.
Can You Switch Mid-Year?
Yes. You can switch accountants at any point during your financial year. There is no requirement to wait until year end.
The transition is managed professionally between firms. Your previous accountant provides the necessary records and confirms there are no professional reasons preventing the move. This is a normal part of the process and happens every day across the profession.
What Happens When You Switch
The process is straightforward:
- We discuss your business and your current position
- You sign a letter of engagement outlining our services
- We request information from your previous accountant
- We arrange HMRC authorisation so we can act on your behalf
Once complete, we take over responsibility for agreed services. Your compliance continues without interruption. Deadlines remain on track. You gain a clear understanding of where your business stands.
Will It Be Awkward?
Professional accountants expect clients to move firms from time to time. It is part of business life. The process is formal and handled directly between practices.
You do not need to manage difficult conversations or chase paperwork. We take care of communication and ensure the handover is completed properly.
What You Gain From Moving
Switching is not only about leaving something behind. It is about gaining stronger support.
At North Devon Accounts, we focus on:
- Clear communication
- Forward planning around tax and profit
- Support with cloud accounting systems
- Practical advice tailored to your business goals
Our role is to help you feel confident in your numbers and informed about your next steps.
Thinking About Switching?
If you are considering a change, the first step is a conversation. We will review your current situation, explain how the transfer works and outline how we can support you going forward.
Contact North Devon Accounts today to discuss switching accountants and take the next step with confidence.
Ready to Make the Move?
Switching accountants in 2026 is easier than many business owners realise. The right team will take the pressure off you and give you the support your business deserves.
(updated 2026)
Contact us by clicking the button below to arrange a free consultation to talk through your situation and find out how simple switching can be.
