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How to change accountants – t’s easier than you think!

News Article: February 22, 2018 by dwaoaktree Save Money

Making the switch

Over 60% of businesses are not happy with the service they receive from their accountant yet every year they go back to them and pay their hard earned money for a poor service!

I believe that many business owners do this as they think all accountants are the same or that it’s hard to make the switch from one accountant to another.

Well as you know from our previous blogs, not all accountant are the same! And a great accountant can be the difference between your business thriving and just surviving! Running a business is tough, so make sure you get the service and support you can to make things better, easier and less stressful. Below we have outlined just how easy it is to switch accounting services and get the support you deserve.

Switching is easy and free!

Many people stay with their accountant because they believe that switching accountant is difficult, time consuming, will incur a fee or that their accounts are so complex and difficult that another accountant will not be able to pick them up and run with them.

Don’t be fooled into thinking that your accounts are so complex that making a switch would be difficult. Numbers are what accountants do. A good accountants can quickly and easily review your finances and have a pretty good idea about where you are at, then with a few questions about your goals and aspirations will be able to immediately identify opportunities for you and your business. So meet with a few accountants get them to give you a free business review and then see for yourself how easily they can interpret and improve your business numbers.

A quick and simple way to improve your business

Once you find an accountant you like, can work well with and who will support you in achieving your goals and improving your business you are ready to make the switch.

Switching accountants is easy and your new accountant will actually manage the process for you. They simply write to your previous accountant expressing your desire to switch providers and request that they forward all your previous information over to them, from here your new accountant reviews it and then meets with you to discuss potential opportunities for improvement and to get to know you, your business and your goals.

It really is that easy. You can choose to contact your accountant to notify them you are leaving if you feel you want to, but this is not essentials.

Some people worry that they may be stung with a big bill if they switch providers. This is very rare, and should it happen your new provider can help advise you on whether the fees are justified. Do not let this fear prevent you from finding a service that will support you better in achieving your goals. Any fee can be offset against the improvement in your business and you can make it back using a great new accountant.

So don’t pay for a poor service, it could actually be costing you thousands in lost opportunities.

Get the help and support you deserve. Call Oaktree Accounting today lets grab a coffee and see how we can help you grow and improve your business.

‘Great oaks from little acorns grow’