Switching accountants mid-year? Who makes sure the next return is still filed?

Egbenn deals with your old accountant, collects the records and checks what is due next.

So changing firms doesn’t leave VAT, payroll or corporation tax sitting between inboxes.

Where a mid-year switch can leave the next return exposed

1. Decision to switch
2. Notice gets sent
3. Records sit between firms
4. Return date approaches
5. Nobody confirms ownership
6. Owner chases both firms

A handover can look simple until a return falls due while the records are moving.

That is when VAT, payroll or year-end work can be missed. The owner becomes the go-between.

Before you switch, five questions decide whether deadlines stay covered

If nobody owns these answers, each firm can assume the other is handling the work.

• Who files the next VAT return?
• Who runs payroll during the handover?
• Who holds the latest bookkeeping records?
• What is already overdue with HMRC?
• When does the new monthly fee begin?

That makes everything downstream harder.

A managed handover answers the next deadline before records move

Every deadline has an owner before the records move.

Egbenn writes to the old accountant, collects the records and checks what must be filed next.

1. 1deadline owner
2. Records requested
3. Due returns checked
4. Catch-up work agreed
5. Handover stays on track

You know who is filing what, what needs catching up and what the ongoing work will cost.

The first ninety days close every gap the switch reveals

The order is agreed before Egbenn contacts your current accountant.

1. Before day one

   The work is agreed

   Crosby reviews what you need and confirms one monthly fee before any work starts.

2. Day 30

   The records are collected

   Egbenn requests professional clearance and collects the latest accounts, returns and working papers.

3. Day 60

   Catch-up work is underway

   Outstanding work is agreed, with a discount on the catch-up needed to bring everything current.

4. Day 90

   The ongoing routine is set

   Responsibilities are clear, records are current and upcoming returns sit with the right person.

The free growth review comes before the handover starts

Crosby reviews your last accounts, where the records stand and what is due next. He flags anything outstanding with HMRC or Companies House.

Then he gives you his honest view of the switch.

Whether you proceed or not, you get a personalised recommendation on the handover and the work needing attention first.

If you switch, Egbenn handles the old accountant and discounts the catch-up work.

A managed switch works best when the business is established

Egbenn is built for full-time owners growing an established limited company or sole trade.

After the switch, four things should stay off your desk

• Old accountant contacted
• Records collected
• Deadlines assigned
• Catch-up work discounted

From then on, Crosby stays involved through the year, with one monthly fee agreed before the work starts.

Think your accountant should make switching this straightforward?