Switching accountants gives a growing company the advice it has been missing, without leaving records, returns or deadlines behind.
The awkward part is often the handover. Egbenn writes to your current accountant, collects the records and discounts any catch-up work. One monthly fee is agreed before anything starts.
Egbenn Accountancy handles accountant switches for owner-run businesses across Hertfordshire and London. Crosby collects the records, plans catch-up work and agrees one fixed monthly fee before work starts. He stays involved throughout the year.
Filing dates are checked before the records move, so responsibility is clear.
Missing bookkeeping or returns are identified, with a discount applied to the catch-up work.
Once the books are current, Crosby can cost the next hire, purchase or premises.
Waiting keeps the same unanswered decisions on your desk while another deadline gets closer.
“I want to leave, but my accountant still has the records we need.”
The change gets postponed. Another return then arrives under the same arrangement.
“I changed accountants, then found nobody had checked what was due next.”
The corporation tax amount stays unknown while another filing date approaches.
“The handover took months, so I hired without knowing the full payroll cost.”
The wage looked affordable before PAYE, pension and employer National Insurance were included.
What changes when Crosby owns the handover
Crosby sends one clear request to the previous accountant. Returns and catch-up work are mapped before deadlines become urgent. Current monthly numbers then support the next hire, purchase or premises decision.
Answer these three questions about the accountant looking after the company today.
Question 1 of 3
Could they tell you today what this year’s corporation tax bill will be?
Could they show the full cost of your next hire before the offer goes out?
Could they tell you whether the company can afford the bigger premises?
None of those decisions is covered today. The free growth review will identify what needs attention first.
Some useful advice is already reaching you, with one area still exposed. The construction firm below shows what regular reporting changed.
Three yeses means the current relationship is working. Read the guides when a new decision comes up.
A filing service can suit a settled company. Growth creates questions that need answering during the year.
Contact centres on records and filing dates.
Accounts explain a year that has finished.
Hiring and premises may sit outside the scope.
Extra work may be billed by time.
Monthly records stay current.
Corporation tax is estimated before it lands.
Hiring and expansion are costed before commitment.
The monthly fee is agreed before work starts.
These checks show what the handover must collect, complete and protect.
Have the latest annual accounts been filed?
Yes means the handover starts from a settled year end.
Is the bookkeeping current?
Yes means fewer transactions need rebuilding.
Are VAT and payroll filings up to date?
Yes means the next deadlines can be assigned immediately.
Are any CIS returns outstanding?
Yes identifies work that needs attention during the switch.
Is there a current corporation tax estimate?
Yes gives the company time to plan for payment.
Is anything outstanding with HMRC or Companies House?
Yes means it can be included in the handover plan.
Can the company access its accounting software?
Yes helps the records move without recreating access.
Is there a decision coming up?
Yes gives the first review a practical place to start.
The work is set around the company’s deadlines, monthly activity and next decisions.
Bookkeeping, VAT, payroll and CIS run from the same monthly records.
Get your switching recommendationCorporation tax is estimated while pay and purchases can still be reviewed.
Get your switching recommendationHiring, vans and larger premises are tested against current monthly numbers.
Get your switching recommendationThe owner switched after the first year because filing alone was no longer enough.
Bookkeeping, VAT, payroll and CIS were kept current, then job costing showed which projects made money.
The owner now runs the growing business from monthly numbers and speaks with Crosby regularly.
Monthly reporting and regular calls replaced the once-a-year conversation.Clients described by type. Names withheld.
Crosby manages each stage, including contact with the previous accountant and any work needed to catch up.
Crosby checks the last accounts, current records and deadlines. The monthly fee is agreed before work starts.
Egbenn requests professional clearance and collects the accounting, VAT, payroll and tax records.
Missing work is listed, catch-up fees are discounted and upcoming returns are protected.
Monthly records are current. Tax, hiring and expansion decisions now have a number behind them.
The business needs to be the owner’s full-time work and main income.
Property side interests, rent to rent and buy to let are outside the service.
Short-life contractor and freelance companies are outside the service.
The relationship will not fit when the only aim is paying less.
For an established company with plans to grow, the free growth review will show whether the fit is right.
The monthly fee depends on the work the company needs. It can cover bookkeeping, VAT, payroll, CIS, year-end accounts, corporation tax and the director’s personal tax. Advice on hiring, premises and tax planning can also be included. Crosby agrees the scope and fixed monthly fee before work starts. Egbenn never bills from a timesheet.
Yes. Most owners who move to Egbenn already have an accountant. The change often starts because contact stops at year end or advice arrives after the decision. Egbenn reviews the last accounts and current position first. If there is a fit, it then manages the handover directly.
That decision is made after Egbenn checks how the books, payroll and filing access are currently set up. A change only makes sense when it helps keep the monthly records current. Any move is agreed before work starts. The handover covers access, opening balances and the information needed for the next return.
Egbenn writes to the current accountant and requests professional clearance. It then collects the accounts, bookkeeping, tax, VAT and payroll information needed. You do not have to manage the back and forth. Missing work is identified, catch-up fees are discounted and the next filing dates are mapped.
There is no single timescale because the records and upcoming deadlines differ between companies. Egbenn first checks what the previous accountant holds and what remains outstanding. Urgent returns are identified before routine work. Crosby then explains the handover plan and agrees the monthly scope before work starts.
Yes. A company can change accountant during its financial year. Egbenn checks which VAT, payroll, CIS and tax filings have already been completed. The remaining deadlines are then assigned as part of the handover. The monthly records are brought current, with discounted catch-up work where it is needed.
Answer a few quick questions for a personalised recommendation and, if there’s a fit, the free review with Crosby.
Get your switching recommendationUse the contact page to ask about the company, its deadlines or the handover.
Book a free growth reviewRead the guides before comparing what your current accountant provides with what the business now needs.
Read the guides