Switch accountants without running the handover yourself. Day ninety is where you find out what changed.
Most owners stay put because the switch looks like weeks of chasing records.
So another year passes with numbers arriving too late to price a job, back a hire or sign off a purchase.
Or read on to see how it works.
Why the switch keeps slipping to the next year end
- You decide to move
- Records sit elsewhere
- Nobody chases them
- Year end arrives late
- Decisions made blind
- You decide to move
The handover is the part nobody wants to run, so nothing moves.
Ardein runs it instead. We contact your current accountant, obtain the records and agree the transition plan around your year end.
The five questions your next decision needs answered first
These are the answers an owner asks for in the week the decision lands.
- Which customers are actually carrying your margin this quarter?
- Can you afford the next hire from this month’s cash?
- What does the cheaper supplier cost you in total?
- Would a price rise hold, and on which jobs?
- When does the corporation tax land, and how much?
That makes everything downstream harder.
What the switch actually asks of you, and when
Same day. From live numbers. With the reasoning.
Your part is an afternoon of signatures and access; the chasing belongs to us.
- Day 1records requested for you
- We write to them
- Clearance and records arrive
- Dates and duties agreed
- You keep running the business
From there the work is ours and the numbers are yours to use.
What changes by day ninety, and what you do meanwhile
Four markers, so you can see what you get before you commit to anything.
- Before day one
Your records collected for you
We agree the scope, complete the AML checks and deal with your current accountant directly.
- Day 30
Balances you can believe
Bookkeeping is complete, banks are reconciled and debtor and creditor balances make sense.
- Day 60
Routines that hold without you
Supplier bills, credit control, payroll and reporting run to agreed dates with checks in place.
- Day 90
The purchase takes an afternoon
Management information arrives on the agreed date, so a hire, a price rise or a purchase can be signed off the same week.
The review costs a fixed fee, credited in full if you proceed
Sixty minutes with Gavin on your actual records: bookkeeping and reporting workflow, debtors and creditors, payroll, systems.
One hour, your numbers, plain answers.
You leave with the top five priorities and an indicative monthly service structure, whether or not you go ahead.
Capacity is capped at four new clients a month, and the handover from your current accountant carries no separate charge.
Who this works for, and who should stay where they are
Better to know now than after the records have moved.
This fits if
- You run a registered owner-managed business with a team around you.
- You already have an accountant and no real month-by-month support.
- You want the handover run by someone else, end to end.
- You make decisions on hiring, pricing, suppliers and purchases regularly.
- You are comfortable with a monthly fee scoped to the work.
This does not fit if
- You run a cash business.
- Your income depends on CIS-dependent construction work.
- You want records presented in a way that is not accurate.
- You will not complete client due diligence and AML checks.
- You cannot explain your own business or say what you need.
Two minutes. If it fits, you’ll book the review with Gavin.
The handover is the easy part. What follows is the reason to move.
- Books kept right, monthly
- Numbers before the decision
- VAT, payroll and year end
- A finance lead when needed
One accountant, a short client list, and reports on the date we agreed.
Think your numbers should be answering this?
Begin the reviewFour new clients a month, so the calendar fills early.
See if your finance function fits your size / structure
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