Switch to C&M in 3 Easy Steps

If your current accountant is retiring, you’re unhappy with the service you’re getting elsewhere or you’re looking for an accountant who will support you into the future, it’s really easy to switch. In fact, you can do it in 3 easy steps. There are no fees for switching accountants, you simply need to settle any outstanding bills with your current accountant.

1.

Check what fees you have paid your current accountant and what they cover, before deciding on the best time to leave. Then inform your accountant in writing that you wish to switch.

2.

Send us an email to confirm you would like to appoint C&M as your accountants. We will send you our engagement letters and T&Cs through our secure portal. At this stage we will also ask for ID (or certified copies) and undertake checks to fulfil our money laundering obligations.

3.

We will contact your previous accountant and once we receive clearance to act for you, will work with them to hand over all necessary information.

WHAT OUR CLIENTS SAY

We are happy to recommend Kath and her team at C&M. Work is carried out promptly and queries dealt with by return. All HMRC and Company House matters are taken care of. C&M offer a better service, and a lower price than a larger firm would provide.

CSD Legal Ltd

C&M were an invaluable and outstanding source of help in my first year of trading. They talk in non- accountant language, have a great sense of humour and give balanced, sensible advice. I really haven’t had to worry about any aspects of my accounting, allowing me to get on with building my business.

Dave, Aligned Business Coaching Ltd

C&M have given me the confidence to side step the mundane and time-consuming book keeping work I have previously done with other business I have had. I can now focus on cashflow, profit tracking and what my tax obligations are now giving me more time to focus on the business. When we initially came up with our business plan, we looked at a number of accountants. C&M stood out with their expertise and knowledge in both the start-up and e-commerce sector. We work with the regularly to share ideas as to how we can further streamline the book keeping and finances and this has led more recently to the adoption of HubDoc which auto enters key expenses and provides an app for taking photos of small receipts which often get lost with resulting loss of VAT and tax relief.

The Director, Shower Glass Ltd

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Find out how we can help you and your business

WHAT OUR CLIENTS SAY