01296 468 185

How To Switch Accountants & Join Genie Accountancy

If you are not happy with the service you are currently receiving from your Accountant why accept this for a moment longer? Despite the myths about swapping accountants the process is easy and can be done at any time. If you're looking for specialist contractor accountants who won't let you down, follow the three steps below:

  1. Let us know that you wish to appoint Genie Accountancy as your specialist contractor accountants
  2. Inform your current accountant that you wish to leave from a given date and provide them with our name
  3. We will complete a process called Professional Clearance to obtain all the necessary information from your previous advisor and start to get to know you straight away

We are aware that contractors who change accountant face potential leaving fees from current providers or duplication of fees and work for a given accounting period. We at Genie Accountancy believe that you deserve exceptional support and advice and that these costs should not prohibit you from seeking such service.

We are often able to provide incentives to allow you to change accountants at effectively no cost – this may mean we discount our fees to help cover your leaving fee elsewhere or we provide some services for free during the switch over period. Each case will need to be reviewed on its own merit, however, our overriding aim will be to get to work with you in the long term rather than a short term financial gain.

Get in touch today, call us on: 01296 468 185

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  • “Beverly talked me through how to run my business over the phone in 30 mins… BAM!!”

    Lawrence Barraclough

    Genie Accountancy client

  • I will definitely recommend people to use this company; I am completely satisfied with Genie Accountancy’s support and good admin processes.

    Adnan Yunus

    Genie Accountancy client

  • Lauren and you have made the transfer so much easier. I appreciate the time you have taken to walk me through everything. I'd be lost without you guys in all of this.

    Graeme Hall

    Genie Accountancy Client