Going through a break up is hard – even with your accountant. But sometimes, like any relationship, it’s time to move on. Whether you’ve outgrown their services, found a better fit, or simply need a change, here’s how to handle it professionally (and yes, we’ve included a template to make it easier).
Signs It’s Time to Move On:
- Communication breakdown (those 3-week response times aren’t working anymore)
- Your business has evolved, but their services haven’t
- You’re not getting proactive advice
- The relationship just doesn’t feel right anymore
Before You Break Up:
- Check your engagement letter for notice periods
- Gather your important documents
- Time it right (avoid mid-tax season if possible)
- Have your new accountant lined up
The Break-Up Template:
Not sure what to say? We’ve got you covered. Copy and paste our template below!
“Dear [Accountant’s Name],
I hope this email finds you well. I am writing to formally notify you that I will be moving my accounting services to Pink Pig Financials, effective [date].
Optional paragraph to include & customise if you wish:
After careful consideration, I’ve made this decision due to/to better [customise with reason]
I would appreciate it if you could prepare my records for handover.
Pink Pig Financials will shortly be in touch to start the professional handover. They will handle the transition process from their end to ensure everything runs smoothly. I give you permission to disclose the information they request.
Delete if not relevant:
Please also transfer our Xero subscription to hello@pinkpigfinancials.co.uk as of [date] and they will ensure you retain access to complete any outstanding work.
Thank you for your services to date.
Kind regards,
[Your name]”
After Sending:
- Follow up if you don’t receive a response within 5 working days
- Keep copies of all correspondence
- Stay professional, even if emotions run high
- Ensure all outstanding fees are settled (and you get the services you have paid for)
Remember: A professional transition isn’t just good manners – it’s good business. Your old accountant may need to communicate with your new one, so keeping things cordial is in everyone’s best interest.
Red Flags to Watch For:
- Refusing to provide information
- Excessive delays in handover
- Unexpected leaving fees
- Unprofessional behaviour
Your Rights:
Remember, you own your financial records. Your accountant is required to provide your records within a reasonable timeframe (although some accountants may have a common law “lien” over client papers, meaning they can hold them until outstanding fees are paid).
Ready to switch?
At Pink Pig Financials we’re here to help make the transition as smooth and simple as possible. We handle all the awkward conversations for you, ensuring a seamless handover process.
Check out our detailed guide on what to expect when changing accountants for a step-by-step walkthrough of the transition process.
If you’re ready to get switching then please pop over to our Get Started page, complete the quick questionnaire and book your discovery call today! We look forward to hearing from you, and all about your business.
