Switching To Franks Accountants

How the transition process works…

Many clients ask us about the switching process. It really is simple and hassle free. If you have any concerns about how this works, then this page is for you. If you would rather speak to us then click the button below and we’ll get back to you promptly. Keep on reading to find out more about the transition process.

Business Growth & Advice

Working with us couldn’t be easier and we make switching simple

Step 1 – Welcome Pack

After the initial consultation, we’ll send you your welcome pack. This is an electronic document containing details of the service we will provide for you, our terms and your fixed monthly fee. Once you are happy to proceed, simple click to sign electronically.

Step 2 – Contacting Your Previous Accountant

We then contact your previous accountant in writing to confirm our engagement, known in the industry as a Professional Letter.

Step 3 – Contacting HMRC

We contact the HMRC to let them know we will be acting on your behalf. HMRC will write to you to confirm our request, providing you with some authorisation codes. Simply pass the codes to us and then we are on to the next step.

Step 4 – Software & Training

If you have decided to take advantage of our FREE software and training. We’ll help you get your systems updated and your staff trained. If you would rather continue using what you have, we simply skip this step.

Powerful, Free
Accounting Software Included

Truly free accounting software with all the features. Connect your bank accounts, sync your expenses, balance your books and be ready for tax time.

  • Xero Accounting Software
    Leading “cloud based” Accounting software with all the time-saving tools you need to grow your business.

  • Receipt Bank
    Easy automation for collecting, processing and publishing receipts and invoices for your small business. A cloud based software which links directly to Xero saving you time and money.

Clients who have switched to Franks Accountants.

Excellent quality of service! They are more than just an accountant they will go the extra mile to help your business develop and grow. I would definitely recommend.

Charlie Hobson, Principal Fitness Limited

I’m a true believer that you should get a professional to do a good job. Adam and his team have more than surpassed that statement and I need not worry about my accounts no longer. Highly recommend them!

Jamie Sia Gadong, Jamie Sia Photography
Megan

Book Your Free Discovery Call

Start with a quick, friendly 10-minute discovery call with Megan to see if we’re the right fit.

Getting started with a new accountant shouldn’t feel complicated. If we can help, we’ll arrange a free consultation with Adam Franks, Director and Chartered Accountant, where you’ll receive clear, practical advice tailored to your business.