Switch accountants without running the handover yourself, and see what your numbers tell you by day ninety.
Most owners delay the switch because chasing records sounds like a month of evenings.
So another year of purchases, hires and price decisions gets made on figures that land far too late to change.
Or read on to see how it works.
What the switch costs you every month you postpone it
- Decide to switch
- Dread the phone call
- Put it off
- Another year end passes
- Numbers still arrive late
- Next decision made blind
The delay is rarely about the accountant. It is about who runs the handover.
So the hire waits, the price rise goes to everyone, and the margin question stays open for another twelve months.
The questions your current setup still cannot answer this week
Ask these of your own figures today and see how long an answer takes.
- Which customer actually carries your margin this quarter?
- Can you afford the next hire in March?
- What would the second vehicle pay back, and when?
- Which supplier costs more once wastage is counted?
- How much cash is sitting in unpaid debtors?
That makes everything downstream a guess.
What the managed handover actually takes off your desk
Same day. From live numbers. With the reasoning.
You approve the plan, and we deal with your current accountant or bookkeeper from there.
- Day 1handover plan agreed
- we contact your accountant
- records collected for you
- responsibility map agreed
- decisions take an afternoon
The transition is timed around your year end so nothing falls between the two practices.
The ninety days, and what you can do at the end
Four markers, and the handover sits before the first of them.
- Before day one
The switch runs without you
We agree scope, complete due diligence and AML checks, write to your current accountant and collect the records.
- Day 30
The records say something true
Bookkeeping complete, banks reconciled, and debtor and creditor balances that make sense to you.
- Day 60
The routine holds itself up
Supplier bills, credit control, payroll and reporting each run to a set date rather than a rush.
- Day 90
The purchase decision takes an afternoon
Monthly management information lands on the agreed date, so you answer the hire or the price question from live numbers.
The review is a fixed fee, credited in full if you proceed
Sixty minutes with Gavin on your own records: how the bookkeeping and reporting work now, what your debtors and creditors really look like, payroll and recurring commitments, and the systems already in place.
You see your own numbers discussed, not a sales deck.
You leave with the top five priorities and an indicative monthly service structure, whether you go ahead with Ardein or hand the list to someone else.
Capacity is capped at four new clients a month, and the handover from your existing accountant or bookkeeper carries no separate charge.
Who the managed handover works for, and who it does not
Worth two minutes now rather than a wasted hour later.
This fits if
- You already have an accountant, and the numbers reach you months after they mattered.
- You run a registered business with a team and a payroll to meet.
- You want monthly management information you can act on, not an annual filing exercise.
- You can explain how your business makes money and what you need next.
- You want the switch handled for you and timed around your year end.
This does not fit if
- You run a cash business.
- Your work depends on CIS-heavy construction subcontracting.
- You want the records presented as something they are not.
- You will not complete anti-money-laundering checks.
- You want a once-a-year filing and nothing at all in between.
Two minutes. If it fits, you’ll book the review with Gavin.
By day ninety the handover is forgotten and the decisions get faster
- Run the switch for you
- Keep the books straight
- Send the numbers monthly
- Answer the question same day
You give us the name of your current accountant, and the next decision gets an answer instead of a wait.
Think your numbers should be answering this?
Begin the reviewIf the fit is not there, I will tell you in the first conversation.
See if your finance function fits your size / structure
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