Switch accountants without the mess

Fourth account manager in two years? Move to one accountant who stays.

You have already decided to move. What stops you is the thought of chasing the old firm.

Another year there costs you a VAT scheme nobody checked and a corporation tax bill you hear about the week it is due.

Already sure? Begin the review

Or read on to see how it works.

How the move gets postponed for another year, and what that costs

  1. You decide to move
  2. Records look like work
  3. Another manager introduced
  4. Year end passes again
  5. Tax bill lands late
  6. Same firm, next year

Almost nobody stays because the service is good. They stay because moving looks like work.

The work is a clearance letter and a records request. I send both, and I follow them up.

The questions your current firm has still not answered

Before you sign up for another year there, see which of these you can answer today.

  • Who is actually doing your accounts this year?
  • Is your VAT scheme right for your real costs?
  • What will your corporation tax bill be this year?
  • How much can you take as dividends right now?
  • When did anyone last check your salary split?

That makes everything downstream harder.

CashDividendsVATYear endHiringPricing

How switching runs when the new accountant does the chasing

One signature from you. The clearance, the records and the review are mine.

I write to your current accountant, collect the records and check your set-up while the file moves.

  1. 1signature from you
  2. We request clearance
  3. Records and software moved
  4. Set-up review with Nasir
  5. First year timetable agreed

You carry on working while it happens.

What the first ninety days after you move look like

Four markers, so you know what has happened and when.

  1. Before day one

    Clearance requested for you

    I write to your current accountant for professional clearance and your records, so you are not the one chasing.

  2. Day 30

    Your set-up reviewed

    Structure, VAT scheme, salary and dividends and software checked, with a written list of what should change and why.

  3. Day 60

    Books current again

    Bookkeeping and payroll are put on a routine, so the numbers are current when a decision comes up.

  4. Day 90

    Tax bill forecast early

    Corporation tax and dividend headroom are forecast ahead of your year end, so the money is there.

The set-up review is included when you join

Sixty minutes with me on your own figures. We go through structure, VAT scheme, salary and dividends, software and the tax position.

You are talking to the person who will do the work.

You leave with a written list of what to change and why, even where the answer is that nothing needs changing.

60 minuteswith Nasir, on your own figures
Includedwhen you join Nexus

Nexus takes three new clients a month, and the handover carries no separate charge.

Who this switch suits, and who should stay where they are

I would rather say this now than three months in.

This fits if

  • You run an established limited company and want one accountant who stays.
  • You are on your third or fourth account manager and tired of explaining your business again.
  • You want your VAT scheme checked against your actual costs rather than left on the default.
  • You want your corporation tax and dividend position a month before the bill lands.
  • You will engage with your numbers when I put them in front of you.

This is not for you if

  • You are a start-up in your first or second year of trading.
  • You are a sole trader turning over under £150,000.
  • You are a property-only landlord or a cash business.
  • You are choosing an accountant on price alone.
  • You want someone to file quietly and never raise anything with you.
See if you qualify

Two minutes. If it fits, you’ll book the set-up review with Nasir.

What actually changes once your file sits with one accountant

  • Tells me my tax bill early
  • Checks my VAT scheme properly
  • Replies himself, the same week
  • Handles the move for me

That is the whole offer, and it is the same for every client on the book.

Think your accountant should be telling you this?

Begin the set-up review

The quiz takes two minutes and tells you whether Nexus is the right fit.

See if your finance function fits your size / structure

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