Changing accountants can feel like a big deal. After all, you’re trusting them with your business’s numbers, tax compliance, and - in many ways - your financial wellbeing. But if you’re not getting the service, advice, or support you need, sticking with the wrong fit can cost you far more in the long run than the hassle of making a switch.
Here’s how to work out whether it’s time for a change.
1. Do they understand you and your business?
It’s not just about knowing the rules, it’s about knowing the world you work in.
If you run a creative agency, freelance in film or TV, or juggle content creation alongside other income streams, your accountant should “get” how that works. They should understand the feast-or-famine nature of projects, the quirks of VAT in your sector, and the financial planning that keeps you afloat between gigs.
If you often find yourself explaining your industry to them, that’s a red flag.
2. Are they proactive, or just reactive?
An accountant shouldn’t be someone you only hear from when it’s time to file your accounts or tax return. They should be spotting tax-saving opportunities, flagging risks, and helping you plan ahead, without you having to chase them.
If you’ve ever missed out on a tax break simply because no one mentioned it to you, it might be time to look elsewhere.
3. Do they communicate clearly?
Accounting jargon might make sense to them, but it shouldn’t be your job to translate it.
You should feel comfortable asking questions and confident you’ll get answers in plain English.
If emails feel like cryptic puzzles, or you leave calls more confused than when you started, that’s a problem.
4. Do they make your life easier?
The right accountant will have systems in place that save you time. Whether that’s through clever bookkeeping software, receipt scanning apps, or streamlined communication.
If they’re still making you print, sign, scan, and email documents (or worse, post them), they’re adding friction you don’t need.
5. Do you trust them?
This is the big one. Do you feel they have your back? That they’ll act in your best interest? That they’ll spot problems before they blow up into something expensive and stressful?
If the answer’s no, it’s worth asking yourself why you’re still with them.
The bottom line
Switching accountants isn’t just about finding someone cheaper, it’s about finding someone better for you. Someone who understands your world, keeps you ahead of the curve, communicates clearly, uses modern tools, and earns your trust.
If your current accountant ticks all those boxes, brilliant — stick with them. But if they don’t, the best time to start looking is now.
Need help?
Why not book a meeting with us to discuss your circumstances and see how we can help.
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