Switching to us is simple and stress-free.
Switching accountants doesn’t have to be daunting or time-consuming. At Bernard Rogers & Co, we make the transition as smooth as possible, ensuring minimal disruption to your business.
A hassle-free process led by us.
When you decide to switch to Bernard Rogers & Co, you don’t need to worry about the details – we take care of everything for you. The process is straightforward and led by our experienced team. You only need to inform your current accountant, and we’ll handle the rest.
Here’s how it works:
Let your current accountant know
The first step is to notify your current accountant that you’ll be leaving - we can guide you on the best way to approach this if needed.
We will contact your previous accountant
Once we’ve been informed, we’ll reach out to your previous accountant and request the necessary handover information. This is done through a professional etiquette letter, ensuring everything is handled smoothly and professionally.
We set you up
After receiving the required data, we’ll input everything into our system. This ensures that your information is up-to-date and ready to go without any interruptions in services.
You sit back and relax
The best part? You don’t have to do much at all! The entire process is managed by us, so you can sit back and relax while we ensure everything transitions seamlessly.
A smooth transition for specific services.
Whether it’s payroll, bookkeeping, or year-end accounts, we’ve got you covered.
Here’s how we handle the specifics:
Payroll:
If you’re switching payroll services, we’ll transfer all employee details and pay information. For larger payrolls, we may run a shadow payroll before the full transfer to ensure everything is calculated correctly. Timing is crucial, and we’ll work closely with your previous accountant to ensure pay runs are uninterrupted.
Bookkeeping:
If you’re using accounting software, we’ll help transfer your subscriptions and data to ensure continuity. We’ll also review VAT return cut-offs so there’s no gap in service.
Year-end accounts:
Switching accountants for year-end accounts is often the easiest part. We’ll just need the closing balance sheet and any relevant information to get started. We take care of the rest.
Why switch to us?
At Bernard Rogers and Co, we’re not just here to crunch the numbers – we’re here to support your business every step of the way. Our approach is personal, and we make sure you feel confident throughout the transition. You’ll get the attention you deserve, and we’ll ensure a smooth and efficient handover without any disruptions to your business operations.
Switching to a new accountant should be a positive experience, not a stressful one. Ready to make the change? Let’s get started today.
Contact us for a free, informal chat.
Message us today to explore tailored solutions that meet your unique business needs.
