Accountant Switch Service
A fresh start for your accounts — free initial consultation
Thinking about changing accountants but worried about the paperwork? ZipTax Ltd helps UK sole traders and small limited companies plan a clear, organised move. Start with a free initial consultation to discuss your needs and find out whether we are the right fit.
Arrange your free initial consultation →
Support with your next step
You may want clearer explanations, more responsive communication or support that fits the way your business works. We discuss your current arrangements, priorities and upcoming deadlines before proposing the services you need.
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A review of the accounting support you are looking for.
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A clear proposal covering scope, the one-time transfer fee and ongoing fees.
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Coordination with your previous accountant, with your permission.
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A request for relevant records and handover information.
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An agreed start date and responsibilities for upcoming work.
How the switch works
1. Have an initial conversation. Tell us about your business and why you are considering a change.
2. Agree your service package. We explain the scope, fees and onboarding requirements before you commit.
3. Authorise the handover. Once agreed, we contact your previous accountant and arrange the information needed.
4. Start with a clear plan. We confirm what has been received, any outstanding issues and who is responsible for the next deadlines.
Free initial consultation and transfer fee
The initial consultation is free and carries no obligation to appoint ZipTax. A one-time transfer fee applies to the handover of your accounts. The fee depends on the complexity of the transfer and is agreed with you before work begins. Ongoing accounting, catch-up work and any additional services are quoted separately. We confirm the total payable, including any applicable VAT, before you agree.
Frequently asked questions
Can I change accountant during the year?
We can discuss a suitable handover date during the year, taking account of deadlines and work already in progress.
Will you contact my current accountant?
Yes, with your permission, as part of the agreed onboarding process.
How long will the change take?
Timing depends on the records available and responses from your previous accountant. We agree a practical plan rather than promise a fixed completion date.
Is all switching work free?
No. The initial consultation is free, but a one-time transfer fee applies. The fee depends on the complexity of the handover and is agreed before work begins. Any additional work is quoted separately.
Ready to talk about a change?
Speak to ZipTax Ltd about the support your business needs. Your initial consultation is free. A one-time transfer fee, based on the complexity of the handover, is agreed before work begins.