When and Why to Change Your Accountant

For many business owners, the idea of changing their accountant can feel uncomfortable. You may have been with the same accountant for years, or you might worry that switching will be time-consuming or disruptive.

However, if your current accountant is no longer supporting your business correctly, making a change could save you time, money, and stress and help your business move forward with confidence.

At Brickbooks & Payroll, we work with businesses across the UK, particularly within trades and construction, who have decided it was time for a better, more proactive accounting service. Below, we explain when and why you should consider changing your accountant and what a smoother alternative looks like.

When Should You Change Your Accountant?

There’s no single “right” time, but there are clear warning signs that it may be time to change your accountant.

Your Accountant Is Reactive, Not Proactive

If you only hear from your accountant when something has gone wrong, you’re missing out. A good accountant should help you plan, reduce tax where possible, and highlight issues before they become problems.

Proactive advice is essential in trades and construction, where CIS, VAT rules, and cash flow can quickly become complex.

You Don’t Understand Your Numbers

If you receive reports that don’t make sense, or you’re unsure how your business is really performing, that’s a red flag. Your accountant should explain things clearly and help you make informed decisions.

They Don’t Understand Your Industry

Trades and construction businesses face unique challenges, including:

• CIS deductions and returns
• Domestic Reverse Charge VAT
• Managing subcontractors and payroll
• Irregular cash flow

If your accountant doesn’t specialise in your industry, you may not be getting the best advice,  or could even be exposed to compliance risks.

Communication Is Poor

Struggling to get hold of your accountant? Waiting weeks for replies? Feeling like “just another number”? These are common reasons businesses decide to change their accountant.

At Brickbooks & Payroll, strong relationships and open communication are just as meaningful as the numbers.

Why Businesses Decide to Change Their Accountant

Changing accountants isn’t about disloyalty; it’s about growth and peace of mind.

To Save Time

Many business owners come to us because they’re spending too much time on bookkeeping, payroll, or chasing answers. A modern, digital accountant can streamline processes and free you up to work on your business, not in it.

To Improve Cash Flow and Tax Efficiency

An experienced accountant should actively look for ways to improve your financial position, not just file your returns. From more innovative tax planning to better systems, the proper support can make a noticeable difference.

To Get Better Support as You Grow

As your business grows, your accounting needs change. What worked when you first started may no longer be suitable. If your accountant hasn’t evolved with your business, it may be time to move on.

Is It Difficult to Change Your Accountant?

One of the biggest myths is that changing accountants is complicated. In reality, it’s usually straightforward. Mainly when your new accountant handles the process for you.

At Brickbooks & Payroll, we manage the transition on your behalf, including:

• Contacting your previous accountant
• Requesting handover information
• Ensuring continuity with HMRC
• Setting you up with the right digital systems

We aim to make the switch smooth, stress-free, and disruption-free.

Why Choose Brickbooks & Payroll?

Based in Bedfordshire and working nationally, Brickbooks & Payroll Ltd is a fully digital accountancy practice with over 15 years’ experience supporting small- to medium-sized businesses.

Specialists in Trades and Construction

We’ve chosen to niche in trades and construction because we understand your world. From builders and electricians to plumbers and subcontractors, we provide expert support around:

• CIS accounting
• Payroll and pensions
• VAT and Domestic Reverse Charge
• Bookkeeping and year-end accounts
• Tax planning and advisory services

A Personal, Honest Approach

We don’t take on every client; we make sure we’re the right fit. If we’re not, we’ll help you find an accountant who is. Our clients value our down-to-earth approach, clear communication, and genuine interest in their success.

Smart Digital Accounting

We use leading software, including QuickBooks, Xero, FreshPay, Syft, Nest Pensions, and NOW Pensions, selecting the tools that best suit your business.

Frequently Asked Questions About Changing Your Accountant

Is there a best time of year to change your accountant?

You can change your accountant at any time of year, but many businesses choose to do so at the end of a financial year or after submitting a tax return to keep things simple. That said, if you’re unhappy with the service you’re receiving, it’s often better to change your accountant sooner rather than waiting and risking missed deadlines or poor advice.

Will my previous accountant have to agree to the change?

No. You are free to change your accountant whenever you choose. Your new accountant will usually request professional clearance and relevant records from your previous accountant, which is standard practice and should not cause issues.

Will changing my accountant affect my HMRC records?

No, changing your accountant does not negatively affect your relationship with HMRC. Your new accountant will notify HMRC that they are acting on your behalf and ensure all records, submissions, and authorisations remain accurate and up to date.

Is it worth changing accountants if my business is in the trades or construction industry?

Yes, mainly if your current accountant does not specialise in trades and construction. Areas such as CIS, Domestic Reverse Charge VAT, and subcontractor payroll require specific expertise. Working with a specialist accountant can improve compliance, reduce risk, and help you manage cash flow more effectively.

How long does it take to change your accountant?

In most cases, the process is straightforward and handled by your new accountant. Once permission is granted, the change can often be completed within a few weeks with minimal input from you.

Thinking About Changing Your Accountant?

If you’re considering whether it’s time to change your accountant, a conversation can help you decide. Brickbooks & Payroll Ltd offer a free, no-obligation meeting to understand your business and explain how we can support you.

You can contact us by calling 01234 413751 or by emailing info@brickbooksandpayroll.com. We work with businesses across the UK from our base in Bedfordshire and would be happy to discuss your requirements and next steps.