Before we get to that let’s also issue a balanced piece of advice which is that you should ensure that you are making the change for the right reasons before you take the leap. Some may choose to make a change based purely on cost, some may cite service levels as their reason and others may deem personality clashes or it just not being 'the right fit' as their reasons. Whatever you motivation, ensure that the move is a good one for your business. Once you have come to the decision that your business will no doubt benefit let your newly appointed accountant do the rest of the work for you.
Here at The Crew we are pleased to report that the many clients who have transferred over to us have done so with minimal interruption to their business.