We make changing accountants Easy-As!!!
We understand that changing accountants can seem like a very daunting process.
Even if people recognise that a change of accountant may be necessary, they often hesitate.
They can be concerned about the accurate transfer of information and whether a new accountant will understand their situation as well the existing firm.
For some, the thought of having to face your existing accountant with news of a changeover is just too daunting.
But our Easy-As Affinitas Changeover Package is designed to take the work and worry away from this process.
This is where the ‘Easy-As Affinitas Changeover Package’ steps in and handles the process for you.
The package is designed to provide a stress-free and simple process to transition from your current accountant.
The following easy step-by-step process will have you enjoying better tax and financial services in no time!
Steps to better tax & financial services
- The process starts with getting to know you better. Sometimes this involves a chat via phone/email. Or it could involve a meeting at our offices or at your place of business.
- We give you a chance to ask any questions relating to the how our business would work to meet your accounting, finance and business needs.
- A letter is drafted and sent to your previous accountant to inform them that we will be taking over your accounts and request that they send us their records. From this point on, we can deal directly with them on your behalf.
- When your records arrive, we arrange a meeting to review what needs to be done, take you through the process of what, how and when we will complete work for you.
- We provide a quote for the work we will undertake for you and we discuss and sign this off.
- We follow up if we require anything further from you to complete the work and keep you abreast of the progress towards completion?
- Once completed, we present and explain the outcome to you.
We are proud of the quality of our work. We have the expertise and experience to guide you through the day to day running of your business, source finance, put appropriate insurance protection in place or design an inclusive retirement plan built from any stage of your business life.
We are working hard to create a down to earth accounting firm which removes the fear of taxation and make it something that can work for you, rather than against you.
Book an appointment with our team today, so we can start making your business work for you so that you can spend more of your time doing the things you enjoy and less stressing about where your business is heading.
What our clients say...
It was great to meet with Toni and Brad last week and we really appreciated their approach to our issues. You have a great team with a lot of skills which is just what we needed. Thank you for taking us on.