How to switch bookkeepers (it's easier than you think)
Published November 2026
Businesses stay with a bookkeeper they have outgrown because switching feels awkward or risky. It is neither. The whole thing usually takes about a week, and your new bookkeeper does most of the work.
Step by step
- 1. Agree terms with the new bookkeeper first. Never cancel before the next one is lined up.
- 2. Tell your current bookkeeper in writing. A short polite email is enough. You do not need to justify the decision.
- 3. Professional clearance. The new practice writes to the old one asking for the handover information - your records, software access, filing history. This is standard practice between professionals; nobody takes offence.
- 4. Handover. Your books, documents and software logins move across. You should get copies of anything that is yours regardless.
- 5. Carry on. The new bookkeeper picks up from the last clean month. There is no gap in your filings.
Timing
You can switch any time. Month-end or just after a VAT period closes is tidiest, but a good new bookkeeper can pick up mid-period without drama. Do not wait for the "perfect moment" while fees and frustration pile up.
What it costs
With us, nothing extra. Onboarding is free - we register your tax numbers, file your first B1 CRO form, and handle the whole handover conversation with your current bookkeeper for you. And the two-month money-back guarantee means you can judge us on our work, not our promises.