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Switch Accountant – How to Find the Right Accounting Firm for Your Business

Have you ever considered the benefits if you were to switch accountant? Maybe you started your business decades ago and you got an accountant back then. You may even be happy enough with your service, but have they grown with you and adapted to new technologies? 

One of the most important parts of running a business is accounting. With the right accounting firm, you’ll be able to keep track of your finances and make smart decisions about where your money should be spent. There are some incredible tools at both your and your accountant’s disposal for this.

If you haven’t considered switching, take a look at what you should expect from a top accountant in 2022.

Identify Your Needs

When you’re looking for an accountant, whether you’re switching or starting a new business, it’s important to be honest with yourself about what your business needs. The right accounting firm will take the time to get to know you, and figure out exactly what kind of assistance is going to make life easier for you.

The following questions will help identify what services your company requires:

  • What are the unique challenges facing my business? (For example, if you operate in several countries, do you need help with international taxes?)
  • Do you have time for in-person meetings or would an online-based accountant be better?
  • What services do you need? Accountants can cover a range of business activities, from taxation to payroll. 

Once you’ve identified what your needs are, it’s time to find an accountant that fits the bill.

Find a Fantastic Fit

While budget is a decent place to start when narrowing down your options, going for the cheapest accountant isn’t necessarily the most cost-effective thing you can do. You want one that works hard for your success, and understands your needs as an individual and company.

In order to find this perfect partnership, here are some things you should look for in an accounting firm:


Your accountant should be able to guide you through the many aspects of running a business, from financial statements and tax planning, to cash flow projections and budgeting over time. 

The best way to ensure that they have these skills is by choosing someone with experience in your specific field or industry. It will save a lot of time if you don’t have to explain the ins and outs of what you do.

Embracing Technology

Cloud accounting software has seen a huge increase in usage by both businesses and individuals, and the pandemic was a huge catalyst in this.

Cloud accounting has loads of benefits, but the most powerful is the fact that it makes the process of recording and reporting your business activities seamless. For example, your accountant could call you about a missing invoice. You find the invoice, snap a photo on your phone and upload it to your cloud accounting software, at which point the accountant will also see it in real-time.

If you want to learn more about the benefits of cloud accounting software, check out our guide!

Understand the Costs

The costs vary depending on the size of your business, but there are some common options. The accountant may charge by:

  • The hour (or by half-hour increments)
  • A fixed fee for a project or month
  • A yearly fee for each year of service, regardless of how many hours are worked that year. 

Your accountant may offer a fee structure on a case-by-case basis, so it’s worth speaking with them about your needs.

Do You Want to Switch Accountant? Avoid Awkward Conversations

Countplus provides you with a quality accountancy service and more. We are integrated with all of the top cloud accounting systems and can operate both in-person and remotely. 

If you are keen to switch accountant, don’t worry about having to call your current one to have an awkward conversation!

At Countplus, we will handle the transition for you. We will inform your current accountant of your decision to switch. The official way we do this is with a ‘clearance letter’. We’ll then request all your current and previous financial records from them, as well as any other relevant paperwork.

Contact us today for more information about our services and how we can help your business succeed!

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