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Writer's pictureMatt Groznik

How to change accountants

Do you get tired of chasing your accountant or do you have a better relationship with your hairdresser?


Well, it's time to change.


The process is straightforward.


Find a new accounting firm is quite easy and more importantly, very easy to change.


How do you select a new accountant?


  • How does the accountant work with you – face to face, virtual?

  • What technology does the accountant use?

  • What are their qualifications and professional associations?

  • Does the accountant charge by the hour or by the value that they provide?

  • Do you receive a quote for the services required?

  • What experience has the accountant had – is it in your industry?

  • What is the overall focus of the work the accountant will be doing for you?


The actual change process


  • Find a new accountant

  • Tell your existing accountant your changing (it's purely optional sometimes the relationship has just broken down)

  • Your new accountant sends an ethical clearance letter to your old accountant.


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