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.


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.


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.


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.

Find out how we can help you and your business