How to change your accountant

Changing your accountant can seem a bit daunting – the hassle, the paperwork.... We're here to make it as stress-free as possible.

Becoming a client

The first step

Let's arrange an informal, no-obligation and free meeting with one of our partners. We can find out a bit about your situation, your business goals and aspirations.

Agreeing the fees

After this initial meeting we will have a good understanding of what services you need and a fee can be agreed.

Handling the paperwork

We will arrange all the paperwork including contacting your current accountant if you have one. Of course, you may wish to tell your existing accountant yourself, but it isn’t a requirement. A Professional Clearance Letter will then be sent, asking them to provide your accounts information, and this should reach us within 4 weeks.

Now you are a Forrester Boyd client

The initial stages of a relationship, like any, require time spent getting to know you and your business.

We like to come to your business so we can get a better view of how it ticks and meet some of the key people in the business. We believe that you can’t give effective business advice, if you don’t know the business, so there is no one-size-fits-all approach to our advice.

You will be given a dedicated partner-led team with the most relevant experience of your sector, type of business or business requirements. Our partners, supported by qualified and experienced individuals, have a wealth of experience and are supported by teams with specialist knowledge in areas such as VAT, tax banking and corporate finance whose expertise can be drawn on at any time.

Forrester Boyds Accountants staff member

Supporting your business

As we get to know your business and are able to offer proactive help and advice we may also introduce you to some of our business specialists that can offer services as diverse as payroll, recruitment and corporate finance. You get the expertise and skills your business needs with the reassurance of the Forrester Boyd name and reputation.

What makes us different is recognising that the needs and circumstances of our clients are all unique and that every client deserves a bespoke service that will help build their business. We pride ourselves on a combination of our traditional values, trusted service and quality in order to provide a truly personal service to our clients.

Get in Touch Today
Forrester Boyd accountants