You should not have to chase your old accountant for your own records. I do that part.
Nasir Rasheed, Director
Switching accountants: clearance, records and a full set-up review in your first ninety days
Switching accountants is a handover, not a project. I write to your current firm, collect the records and review your set-up, while every filing date stays covered.
Most directors who move have had three or four account managers in two years. Nobody checked whether the VAT scheme was right, and the corporation tax bill arrived the week it was due. What actually changes in the first ninety days is the part nobody shows you before you move.
Nexus Tax and Accounting Solutions is a Milton Keynes accountancy practice run by Nasir Rasheed MAAT AATQB. It handles switching accountants for established limited companies in Milton Keynes and UK-wide: professional clearance, records collection and a full set-up review, with no separate charge for the handover. The monthly fee is scoped after that review.
Accredited and certified
- Nasir Rasheed MAAT AATQB
- Established 2024
- Three new clients a month
- Milton Keynes · UK-wide remote
What you get when you switch to Nexus
Your old accountant hears from me, not you
Professional clearance and the records request go out from Nexus, and I follow them up until everything arrives.
Your whole set-up checked on day one
Structure, VAT scheme, salary and dividends and software are reviewed, and you are told what should change and why.
Every filing date mapped for your first year
You get a timetable showing what is due when, so nothing is discovered late.
What made these directors switch accountants
Three decisions that went unadvised, and what each one cost.
- Switch
“I was on my fourth account manager in two years. Each one asked the same questions and knew less than the last.”
Nothing in the file was ever acted on. He was paying for filing and calling it advice.
- VAT
“Nobody ever asked what my costs actually were. I was on the standard scheme because that is what got ticked at registration.”
Box 4 was nearly empty every quarter. The scheme was never looked at again after the first return.
- Tax bill
“I found out my corporation tax bill the week it was due, and the dividend I had already taken made it worse.”
The money was not set aside. A forecast a month ahead would have turned that into a decision.
- Day 90
What changes once the advice is in the room
You know your corporation tax and dividend position before the year end, not after. Your VAT scheme is the one your actual costs justify. And when you ask something, Nasir answers it himself that week.
Quick check · no email
If your accountant can’t tell you whether your VAT scheme is right, what your tax bill will be before it lands, and get back to you this week, you have the wrong accountant
Three questions about your current accountant, answered yes or no.
Question 1 of 3
Could they tell you this week whether your VAT scheme is the right one for your costs?
Could they give you your corporation tax and dividend position a month before the year end?
Could you get a direct answer from the same person who signed off your last accounts?
Three noes is not a small gap, it is the whole job going undone. That is where switching usually starts, and the set-up review is the first step.
That is a reasonable position with one area nobody has checked. The construction client who kept asking to be switched back had the same profile: the filing was fine, the replies were not.
You are well served and there is no reason to move. Read the guides if you want a second opinion on the VAT scheme at some point.
A firm that files, or an accountant who advises
Both file on time. Only one tells you anything before the bill lands.
A firm that files and moves on
Accounts and returns are filed by the deadline.
The person you speak to changes most years.
The VAT scheme stays as it was set at registration.
You hear the corporation tax figure once it is final.
Nexus
Accounts and returns filed from books that reconcile.
You deal with Nasir, because Nexus takes three new clients a month.
VAT scheme reviewed against your real costs, then again when they change.
Corporation tax and dividend headroom forecast a month before the bill.
Eight things worth checking before you move
Run these against your current arrangement.
- 01
Do you know who will actually do your work?
At Nexus it is Nasir, and it stays Nasir.
- 02
Has your VAT scheme been reviewed since registration?
Most have not been looked at once.
- 03
Is your salary and dividend split still the right one?
Many were set at incorporation and never revisited.
- 04
Do you get your tax bill before it is due?
You should see it a month ahead.
- 05
Are your books reconciled, not just collected?
Accounts are only as good as the bookkeeping behind them.
- 06
Do queries get answered in the same week?
If they do not, the advice arrives too late to use.
- 07
Is advice included, or billed when you ask?
At Nexus it is in the fee, on a fair-use basis.
- 08
Do you know where your records and software licences sit?
Worth confirming before you give notice.
What the monthly fee covers once you have moved
One fee for everything a limited company has to file, with the advice built in.
Accounts, corporation tax and confirmation statement
Year-end accounts and the CT600 prepared from books that reconcile, filed on time.
VAT, bookkeeping, payroll and pensions
Run to a schedule, with the director’s self assessment handled as part of the same routine.
VAT scheme, pay structure and tax forecasting
Scheme selection, salary and dividend planning and a corporation tax forecast a month ahead, included.
Entry 01
The client who kept asking to be switched back
One story from the practice, described by business type.
Clients described by type. Names withheld.
What clients say
What happens in your first ninety days
Four steps, from the clearance letter to your first tax forecast.
Clearance and records requested for you
I write to your current accountant for professional clearance and your records, and chase until they arrive. You make no awkward call.
Your set-up reviewed and put right
Structure, VAT scheme, salary and dividends and software are checked, with a written list of what to change and why.
Books current and the routine running
Bookkeeping, VAT and payroll move onto a routine, so the numbers are up to date when a hiring or pricing decision comes up.
Tax forecast and a first-year timetable
Corporation tax and dividend headroom are forecast ahead of the year end, and every deadline sits in one place.
Who switching to Nexus does not suit
Start-ups in their first year or two, where there is little yet to review.
Sole traders turning over less than £150,000, unless incorporation is clearly the next move.
Property-only landlords and cash businesses.
Owners choosing on price alone, or who would rather not look at their numbers.
If you are an established limited company, the set-up review will tell you quickly whether moving is worth it.
Questions directors ask before switching
What does the monthly fee include when I switch to Nexus?
One monthly fee covers year-end accounts, corporation tax, the confirmation statement, VAT, bookkeeping, payroll and pensions and the director’s self assessment. Proactive tax planning is included on a fair-use basis: VAT scheme review, salary and dividend planning and a corporation tax forecast ahead of the bill. The handover itself carries no separate charge, and the fee is scoped after the set-up review.
We already have an accountant, is switching worth the disruption?
It depends on what you are getting. If your VAT scheme has never been reviewed, your tax bill arrives the week it is due, or you have had several account managers in two years, you are paying for filing and calling it advice. The set-up review will show you what is being missed before you commit to anything.
Do we have to change software when switching accountants?
No. Your software is reviewed as part of the set-up review, and if it suits the business it stays. If it is causing work, creating errors or costing more than it needs to, I will tell you what to move to and why, then handle the change at a point in the year that does not disrupt filing.
What happens with our current accountant during the handover?
I write to them for professional clearance and request your records, then follow it up until everything is received. You do not need to chase them. You give them notice under whatever your engagement letter requires, and I deal with the rest, including confirming which filings they have already submitted.
When is the best time for switching accountants?
Any point in the year works. Mid-year is often better, because there is time to review the VAT scheme and pay structure before the year end rather than after it. The one thing to check is which filings your current firm has already completed, so nothing is duplicated or missed in the changeover.
Do you only work with companies in Milton Keynes?
Nexus is based in Milton Keynes and works with clients across the UK remotely, including Bletchley, Newport Pagnell, Bedford, Northampton, Luton and London. Meetings are held online and records are handled digitally, so location rarely matters. Nasir Rasheed MAAT AATQB does the work and replies to you himself.
Three ways to take the next step
Take the two-minute quiz
It tells you whether Nexus is the right fit, and if it is, the set-up review is booked with Nasir.
See if Nexus fits 02 · A question firstGot a question about the handover?
Email or call and Nasir will tell you what moving would involve in your situation.
Ask Nasir a question 03 · Still decidingStill deciding whether to move
The guides cover VAT schemes, salary and dividends and what to expect at year end.
Read the guides →