How to switch your business accountant easily
Moving your business accounts to a proactive online firm does not require complex paperwork or waiting until the end of the tax year. We manage the entire transition process directly with your previous provider so your compliance remains completely uninterrupted.
Free to set up No minimum contract Switch in minutes
All-inclusive from
£42.50/mo + VAT
Setup or onboarding fees
Dedicated named UK accountant
Cost for FreeAgent software
Direct handover handled by us
What you get with Switching Accountants
Switching Accountants: what you need to know
When to make the switch
You can change your accountant at any point in the financial year without disrupting your business.
- Filing deadlines remain fixed regardless of when you switch, with accounts due nine months after your financial year ends.
- The standard UK personal tax allowance remains frozen at £12,570 for both the 2025/26 and 2026/27 tax years.
- Switching mid-year allows your new accountant to review your current bookkeeping and identify tax-saving opportunities early.
Understanding your tax thresholds
Staying aware of key thresholds ensures your business remains fully compliant through the transition.
- The VAT registration threshold is £90,000 for 2025/26 and 2026/27, measured on a rolling 12-month basis.
- Corporation tax is charged at 19% for profits under £50,000 and 25% for profits over £250,000.
- Marginal relief applies to company profits between £50,000 and £250,000, creating a graduated tax rate.
Managing dividend tax changes
Planning your extraction strategy is essential as dividend tax rates change between tax years.
- The tax-free dividend allowance remains at £500 for both the 2025/26 and 2026/27 tax years.
- Basic rate dividend tax increases from 8.75% in 2025/26 to 10.75% for the 2026/27 tax year.
- Higher rate dividend tax increases from 33.75% in 2025/26 to 35.75% for the 2026/27 tax year.
- The additional rate of dividend tax is set at 39.35% for both tax years.
The professional clearance process
The formal handover between accountants follows a structured professional clearance procedure.
- Your outgoing accountant is ethically required to provide your historical records to your new firm.
- We write a formal professional clearance letter to request your previous tax returns and accounts.
- The transition requires formal HMRC agent authorisation, which we submit digitally on your behalf.
The difference a dedicated accountant makes
Zero gap in compliance
We map out your transition to ensure every HMRC deadline is met without interruption. Your VAT, payroll and corporation tax filings remain fully up to date.
No awkward conversations
We contact your previous accountant directly to request your files and professional clearance. You do not need to negotiate the handover yourself.
Free software included
We set up and configure your FreeAgent account at no extra cost. This gives you real-time visibility of your business cash flow.
One fixed monthly fee
You receive unlimited support from your dedicated accountant with no hidden costs. There are no surprise bills for phone calls or quick questions.
Going it alone vs having us in your corner
You can absolutely do your own books. Here's what actually changes when a dedicated accountant takes it off your plate.
Doing it yourself
Accounting software
Pay for FreeAgent yourself — that's £100s a year on top.
Tax savings
Easy to miss allowable expenses, reliefs and allowances.
Your time
Evenings lost to receipts, spreadsheets and HMRC admin.
Knowledge & deadlines
MTD, National Insurance and filing dates — costly to get wrong.
With Workwell
Accounting software
FreeAgent included free, set up and ready to go.
Tax savings
Proactive planning to claim every allowance — often saving more than we cost.
Your time
We handle the books and filing, so you get your evenings back.
Knowledge & deadlines
A named accountant keeps you compliant and filed on time, every time.
The bottom line
Free software, more tax saved and your time back — for just £42.50/mo.
Most clients save more in tax and software than they pay us. Switching takes minutes.
Everything, sorted
Year-end tax services
- Prepare and file annual statutory accounts
- Submit Corporation Tax returns (form CT600)
- Reconcile year-end balances on FreeAgent
- Advise on capital allowances and reliefs
- Manage HMRC communications and queries
VAT and bookkeeping
- Monitor rolling £90,000 VAT threshold
- Prepare and submit quarterly VAT returns
- Configure digital record-keeping under MTD rules
- Reconcile bank transactions automatically
- Provide real-time cash flow oversight
Payroll and pensions
- Process monthly director and staff payroll
- Submit Real Time Information returns to HMRC
- Manage workplace pension auto-enrolment
- Issue secure digital payslips and P60s
- Calculate national insurance contributions
Personal tax planning
- Complete annual Self Assessment tax returns
- Optimise director salary and dividend mix
- Track the £12,570 personal tax allowance
- Advise on high income child benefit charges
- Plan tax-efficient business extraction strategies
“Workwell has administered my company since formation in 2014. I am very happy with the quality of the service that they have provided. Danielle and Ross, in particular, have been excellent in their roles as lead client accountants.”
Limited company client
With Workwell since 2014
Questions, answered
Ready to get switching accountants sorted?
A dedicated accountant, unlimited advice and free software — one simple monthly fee. Set up in minutes.