Switching to CloudAccountant
Switching accountants made easy.
Worried About The Hassle of Switching Accountants?
People switch services all the time to get the best deals – so why should your accountant be any different?
People tend to stick with their existing accountant even if they aren’t particularly happy with the level of service, or if they feel they could get better value elsewhere.
Just like your energy suppliers or your car insurance, your relationship with your accountants should be reviewed regularly to ensure you’re getting the best value for money.
And with our changeover team managing the process from start to finish, you can be sure that there’s nothing to worry about.
How We Make Switching Easy
Here at CloudAccountant, we have an efficient, streamlined switching process and we’ll take care of everything to ensure you have a smooth transition. Our fool-proof changeover process is fast and simple. It lets you make that all important switch with minimal disruption to your business and finances.
If you decide to join CloudAccountant we’ll handle all the communication with your old accountant and get all the information we need to make the switch. You will barely need to lift a finger and before long you will be enjoying all the benefits of CloudAccountant’s service.
Why Choose Us?
We started from an office in the leafy Cheshire town of Wilmslow over a decade ago and have helped more than 5,000 businesses make light work of their finances ever since.
Setting-up and running an efficient business shouldn’t mean having to demystify the fog that surrounds tax and accounting.
Based on the banks of the River Bollin, our staff are trained in both customer service and accountancy so they can relay complex information in a simple, straightforward way.
We believe that financial confidence is the bedrock of scalable businesses. If you’d like to know more about CloudAccountant, our team, and our values, you can visit our ‘About Us’ page.
What Our Customers Say
“Professionalism, Quality, Responsiveness, Value. Absolutely brilliant, highly professional and knowledgeable and at a flat affordable monthly rate. They took care of everything for me and I didn’t have to worry, responded to my queries quickly providing excellent advice. Thank you team.”
“I’m so pleased that I found CloudAccountant, I went to several different accountants and CloudAccountant were streets ahead of everyone else with their responses and professional approach, I’m very happy!”
“Highly recommend – Smooth, efficient and always at the end of an email or the phone to discuss any queries quickly and professionally! The whole team is great – Andrew in particular is always very helpful and takes his time to answer queries/questions thoroughly!”
Frequently Asked Questions
What’s involved in the onboarding process?
An initial consultation will tailor a bespoke quote toward the core services you need. It’s a good opportunity to explore the best fit and deep dive into how we can best support your objectives.
Once an agreement is reached, we’ll need your passport ID and proof of address to verify. All verification can be done electronically through e-signing.
Our onboarding team will pick the baton up and schedule a call to welcome you to CloudAccountant.co.uk. We need you to notify your current accountant that you’re moving and then we’ll do the rest with a professional clearance and transition to make the move seamless.
What accountancy software do you use?
CloudAccountant.co.uk are platinum partners with the award-winning accounting software Xero and FreeAgent.
We also work closely with transactional software systems such as LinkMyBooks, A2X and Dext to support multiple aspects of your business.
Whether you are selling online or managing your expenses, we have software integrations that can help record information quickly and efficiently.
Is there a setup fee or additional cost involved?
There are no setup fees.
We charge a flat monthly fee that contributes to all submissions, software, and support with no hidden costs for advice.
If you onboard with us mid-way through your accounting or tax year we will need to align the costs of our services to the beginning of the contract.
Can I speak to an accountant?
Our dedicated and friendly accountants are always available to provide unlimited advice and support during office hours.
Whether you need support with your accountancy software, advice about a transaction or just looking for knowledge on best practices and efficiency, our team will be available by phone, email, video chat or face-to-face at our Wilmslow head office.
Phone: 0808 281 0303
Can I switch accountants?
Switching accountants can feel like a daunting task from the outset but CloudAccountant.co.uk makes onboarding quick, simple and hassle-free.
We provide a no-fee bespoke quote for our services and all we need from you is your ID and proof of address for verification.
The contacts are sent electronically to review and sign then our dedicated onboarding team will start the process to get you set up.
Please note that you will have to contact your current accountant to determine your active contract end date. We will look after the rest and contact them for professional clearance to transfer all the important details.
Can I amend my package?
Yes, absolutely. You can upgrade or downgrade services at any time and these will reflect on your next billing cycle.
Our team will review your package on a regular basis to make sure you are on the most effective package for your business. We are always available to discuss options for the services available.