How to switch accountants

Don’t worry, switching accountants isn’t as difficult as you might think. In reality, it’s a simple process and requires very little input from you, as your new accountant will handle everything on your behalf to ensure a smooth and efficient transition.

If you’re a business owner or self-employed and no longer feel like your current accountant is the right fit, you don’t have to feel stuck.

If you’re ready to make the switch, or just starting to look into how to switch accountants, we’ll talk you through the process, what to expect, and what to look out for when choosing a new accountant.

Book a Meeting

Learn More

Ready to switch?

What to expect when switching accountants

Thinking about switching accountants can feel quite daunting, and at times a bit overwhelming. It can feel like there’s a lot on your shoulders to sort, and you may even start questioning whether the hassle is worth it.

The reality is that switching accountants is a common and straightforward process. With the right accountant by your side, they will take responsibility for managing the transition on your behalf, so you don’t have to worry about the detail.

You can expect the following as part of the process:



Your new accountant contacting your previous accountant for clearance



Transfer of financial records and files



Updating HMRC, Companies House and any other relevant bodies



Ensuring any outstanding deadlines are met

In most cases, the process takes a couple of weeks and requires minimal involvement from your side.

Make the Switch

The step-by-step process

STEP 1



Contact our team

We start with a simple conversation to understand your business, your current setup and what you’re looking to improve. This gives you a clear idea of how we work and what to expect.

STEP 2



We handle the transition

Once you’re happy to move forward, we take care of everything. This includes contacting your previous accountant, requesting clearance and gathering all relevant information.

STEP 3



Transfer and setup

We review everything that’s been transferred and make sure you’re fully up to date and set up correctly moving forward.

STEP 4



Ongoing support

From there, it’s business as usual. We’ll stay in touch throughout the year and support you on a more proactive basis.

Thinking about switching accountants?

We’re always happy to advise and explain what switching accountants would look like for your business.

Book a Meeting

Why switch accountants to MAC X Accounting

We work differently from a typical high street accountancy firm, and that’s intentional.

MAC X Group was founded in October 2024, with MAC X Accounting launching in October 2025 as part of a wider plan to offer something more aligned with how businesses actually operate. While the business itself is relatively new, it has been built on decades of experience working with owner-managed businesses across a range of sectors.

Today, we are a close team of six, and that structure is something we’ve been very deliberate about. It means you work directly with people who understand your business, rather than being passed between departments or speaking to someone new each time you get in touch.

What to look for in your new accountant

Searching for a new accountant can feel a bit like not knowing where to start. The key is not to rush the decision. Take your time, speak to a few firms, book in consultations, and find an accountant that you feel comfortable with and aligned to.

One of the most important things to look for is communication. You should always know what’s happening in your business, and feel like you’re able to plan ahead rather than constantly reacting.

Here are a few key things to consider:



Clear communication throughout the year



A strong understanding of you, your business and your goals



A dedicated point of contact you can easily reach out to



Proactive and efficient, with deadlines always met



A reputable firm with recognised accreditations

Let’s get started

Book a meeting

If you’re thinking about switching accountants or just want to understand how it would work, we’re always happy to have a conversation. Contact our team today!

Visit Us



Ground Floor Office, 2 Mill Pool, Nash Lane, Belbroughton, Stourbridge, DY9 9AF

Contact details



01562 543099



office@macxgroup.co.uk

Frequently asked questions

Will I need to move all my records over myself?

No, this is all taken care of as part of the switching process. Your new accountant will request the relevant information directly from your previous accountant and make sure everything is transferred properly. You won’t need to organise or send everything over yourself.

How do you contact my previous accountant?

Don’t worry, we’ll contact your previous accountant on your behalf. There’s a standard process in place where we request professional clearance and any relevant information needed to take over your accounts. It’s something your previous accountant will be familiar with, so it’s usually quite straightforward.

What happens if there are outstanding deadlines?

This is something we check early on in the process. If there are any upcoming or missed deadlines, we’ll make sure they are picked up and managed properly. The aim is to keep everything on track and avoid any unnecessary issues.

Can I switch accountants if I’m mid-year?

Yes, and this is actually quite common. You don’t need to wait until your year end or a specific date to make the change. The process can be done at any point in the year, and we’ll make sure everything is aligned moving forward.

What if I’m unsure about switching accountants?

That’s completely normal. A lot of people feel unsure at first, especially if they’ve been with the same accountant for a long time. The best thing to do is have an initial conversation so you can understand what the process would look like and decide from there.