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Switching accountants

There are lots of reasons why you could be unhappy with your current accountant. Whether they’re not providing the right service or they don’t understand the nature of your business, the wrong accounting partner can be detrimental to your career. But the good news is if something’s not right, switching accountants can make a world of difference.

At Caroola, we understand the unique workings of sole traders & SMEs and the level of service they require. All of our dedicated accountants are committed to providing the best level of support possible, giving you the freedom to focus on building your business.

How to switch accountants

Changing your accountant can be a difficult yet important decision for you and your business. Our step by step process should help you navigate the process.

Reason for switching accountant

Understanding why you wish to switch is the first important step. It will make it easier to understand what you need from your new accountant.


Based on the reasons you want to switch accountants, you can now do you research to find a company that are better suited to your individual requirements.

Notice & Information Transfer

Once you've chosen a new accountant, inform your current accountant of the decision in writing. Request any necessary documents or information and provide clear instructions for the transfer of financial records.


Provide your new accountant with all the required financial documents and information. Familiarise them with your business and establish clear communication channels. Regularly communicate to address any questions or concerns during the onboarding process.

Expert accounting done right. With over five thousand 5* reviews on Trustpilot, we’re confident that we have what you’re after. 

We believe in making contractor and business accounting simple. With three comprehensive packages on offer, you can be sure our accountancy services are tailored to suit your needs. Whether you’re a small business owner, a contractor or a consultant, our expert team provide high-quality accountancy services across all fields. We take care of the numbers so you can focus on taking care of your business. 

Our other services

Sole trader

Not ready to go limited? Our sole trader accountancy packages can help you manage your finances.

Self assessment

With over 30 years of experience, we've helped thousands of people stay on the right side of HMRC.

Umbrella payroll

Are you a temporary worker, looking for a payroll solution? Parasol's expert umbrella solution can help.

Company formation

Through our company formation service, we can form your company in a day for a one-off fee of £20.

Tax rebate

Caroola provides tax rebate services to CIS contractors through its sister company, Brian Alfred.

Let's talk!

Interested in finding out more? Speak with our expert Sales Team to see how we can work together.

Here's how you can get in touch...

Existing client?
If you're already a client of ours, you can speak to your dedicated accountant directly.

Alternatively, call us on 03330 342 480