Switching Accountants2018-10-09T08:19:32+00:00

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

Ready To Talk?

It all starts with a free no-obligation consultation.

What’s Included

It’s important you make a good connection with your accountant. Your accountant will become an extension of your business, working with you, for you.

Our initial free consultation allows us to get to know each other and for us to understand your challenges. We’ll also explain how we think we can make a difference. Here’s what you should expect in your initial consultation.

  • Typical consultations take around an hour, so we won’t take up too much of your time.

  • Don’t worry about preparing lots of information for us ahead of the meeting, it is not necessary.

  • If you would like to send us your last return, we’ll happily take a look before we meet.

  • We can meet at your convenience. Out of hours and even weekends, just let us know.

  • There’s no obligation and we will happily answer any questions you may have.

  • There’s no obligation and we will happily answer any questions you may have.

Book a FREE Consultation

Please complete the form below and we will get back to you promptly.

Franks Accountants respect our customers privacy. Rest assured, we will never pass your details on to any other companies.