Switching accountants
Moving to Balanced View is straightforward. We handle the paperwork and keep you informed at each step.
How switching works
1. Tell us what you need
Ask for a fixed-fee quote or book a discovery call. We confirm the package and the fee in writing before you commit.
2. We handle the handover
With your permission, we contact your previous accountant for the records we need, and we ask you to authorise us with HMRC and, for a company, to give us access to file at Companies House. We also complete the identity checks that the anti-money laundering rules require.
3. We get you started
We introduce your named accountant, confirm how you will share your records with us, and agree the timetable for your first filings. We tell you that timetable before we begin.
What we will ask you for
- Your previous accountant’s name and contact details.
- Your business details, such as your company number or your Unique Taxpayer Reference.
- Your latest accounts and tax returns, if you have them.
- Photographic identification and proof of address for the identity checks.
Switching does not mean criticising your previous accountant. Their only part is the handover.
Ready to switch?
Tell us who you work with now and what you need, and we will explain the next steps for your situation.