It is so important to have a good relationship with your accountant, for them to understand your needs and be your trusted adviser. We believe that our best clients are those that trust us and want to work with us for the long term so that we can help you grow your business and truly understand your business and personal goals. If for whatever reason you are unhappy with your current accountant, it is really easy to change and switch to PBT.

We usually start with an informal, no obligation chat. There we will be able to get a good understanding of your business and can let you know more about our services and how we can give you the best advice and help you grow your business. We will then send you a quote of our fees based on that call and it will give us a starting point on how we will work together.

Once you have decided to make the switch you just need to accept our online quote and we’ll take care of the rest. 

Here is what happens next;

  • We’ll send you our engagement letter for online approval 
  • We’ll write to your previous accountants for professional clearance and request the required information so we can continue working on your affairs without any unnecessary delay or interruption to you. You will need to let your previous accountant know you are switching to us. 
  • We’ll arrange the appropriate statutory authorisations such as for Companies House and HMRC
  • We’ll request access to your bookkeeping software or help you set up a new system that works for you. 
  • We’ll schedule a follow up call to make sure we’re on track and everything is in hand.

To talk to us in more detail or to arrange a call, contact us and we’ll get in touch to book in your first call.

PBT Accountancy Limited - Switching to PBT