How Easy Is It to Switch Accountants in Warrington?
- David Parker
- 6 days ago
- 2 min read
Thinking of Changing Accountants?

If you’re a business owner in Warrington, you might be wondering:
“Can I switch accountants?”“Is it a hassle to move everything?”
The short answer is: yes, you can switch at any time — and no, it’s not a hassle (especially when you choose an accountant who handles the process for you).
At Purple Accounts Warrington, we make switching simple, stress-free and fully supported.
Why Might You Want to Switch Accountants?
Here are the common reasons small business owners choose to change:
Poor communication or slow responses
Being passed around different team members
Feeling like a small fish in a big pond
Surprise fees or unclear pricing
Lack of proactive advice or tax planning
Outgrowing a basic or “year-end only” service
Sound familiar? You're not alone — many clients come to us after realising they need more support and less stress.
Can You Switch Accountants Mid-Year?
Yes, you can switch accountants at any time, not just at year-end.
Whether it’s the middle of your financial year, VAT quarter, or even after your tax return has been submitted — there’s no legal or financial penalty for changing providers.
In fact, switching mid-year can actually give you time to get things on track before the next filing deadline.
What’s Involved in Switching Accountants?
When you switch to Purple Accounts Warrington, we do the heavy lifting. Here’s what the process looks like:
We notify your previous accountant
Professionally and courteously
Request professional clearance
Request handover of your records
We register with HMRC and Companies House (if required)
Submit agent authorisation forms
Update your business details where needed
We transfer your records and software access
Secure handling of all digital and paper files
Set you up with Xero - no obligation to use it
Reconcile any outstanding items
We give you a fresh start
Health check of your accounts
Introduction to your accountant
Ongoing support from our local Warrington team
All included as part of our onboarding service.
Will HMRC Be Informed?
Yes — we handle all HMRC authorisations for you. You don’t need to notify them yourself unless you’re changing address or entity type.
We become your new authorised agent for Corporation Tax, VAT, PAYE, Self Assessment or all of the above.
What If My Current Accountant Is Unhelpful?
This happens sometimes — but it’s still your right to switch.
As a business owner, you are not tied to your current accountant, and you are entitled to your accounting records.
If communication breaks down, we’ll help you:
Retrieve copies of your data
Rebuild missing information (if needed)
Get you back on track with HMRC
We’ve handled many of these transitions professionally and efficiently.
What Makes Purple Accounts Different?
Based locally in Stockton Heath, Warrington
Chartered Management Accountants
Family-owned, personal approach
Fixed fees and all-inclusive packages
No call centres or ticking 'billometer'
Most importantly, we're here to make your life easier, not add to the admin.
Ready to Make the Move?
If you’re not getting the service you deserve, it’s time to switch.
Let’s have a quick, no-obligation chat to see how we can help — and give your business a fresh start.
Book your free chat now →
Call: 01925 979500
Email: enquiries@purpleaccounts.com