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00Leicester · Chartered Certified Accountants
Switching accountant is easier than you think.
We look after sole traders, limited companies and landlords across Leicestershire. When you move to us, we do the letters, the chasing and the HMRC paperwork with your old accountant. Your part is mostly saying yes.
- Fixed monthly fees incl. VAT sample
- One named accountant
- Office or video
Your file, mid-handoverLive demo
Clearance letter sentWe wrote it. You did not.
HMRC agent authorisationRequested by us
ACCA practising firmFirm no. 0000000 sample
Google 4.9 · 186 reviewsRating as of Oct 2026 sample
Xero · FreeAgent · QuickBooks · DextWe work in the software you already use
AML supervised by ACCAPI insured · ICO registered
01Why people switch
Most people don't leave over money. They leave over silence.
These are the reasons new clients give us in their first call. If two or more sound familiar, it may be time for a change of lane.
A new face every year
You explain your business again and again to whoever picks up your file.
One named accountant who stays with you, plus a back-up who knows your file.
Bills you didn't expect
Every phone call or quick question seems to turn up on an invoice later.
A fixed monthly fee agreed in writing before we start.
Everything is last-minute
Your return gets done in a rush, and you only hear from them when it's due.
We ask for what we need early and tell you what's coming up.
You've outgrown them
You started as a sole trader, now you have staff, a company or rental property.
We look at where you are now and explain your options in plain English.
Not sure what you pay for
You pay every year but couldn't say exactly what's included.
A one-page list of what we do for you, and what we don't.
0
clients who switched to us since 2019 sample
0 steps
in the handover, and we run all four
0 person
named accountant you can actually call
02The handover, step by step
Scroll to pass the baton.
Professional clearance letter
A standard courtesy between accountants. We write to your old firm, introduce ourselves and ask if there's anything we should know before we take over.
You do
Tell us who they are and sign our engagement letter.
We do
Write the letter, send it and chase it. No awkward call for you.
Records transfer
The baton changes lanes. Your old accountant passes on what we ask for: recent accounts and returns, working papers and access to your bookkeeping software.
You do
Nothing, mostly. Perhaps add us as a user in your software.
We do
Send a clear list, check it all arrives and flag any gaps early.
HMRC agent authorisation
We ask HMRC to let us act as your agent so we can deal with them for you. How it works on GOV.UK.
You do
Approve the request when HMRC asks. We tell you what to look out for.
We do
Submit the request and confirm with you once it's in place.
Your first meeting
At our Leicester office or on video. We go through what we've received, what's coming up and how you like to work.
You do
Bring 45 minutes and your questions. Tea is on us.
We do
Send a written plan of who does what, and when.
Baton received. You've switched.
From here, your named accountant runs the rest of the race.
03Fixed monthly fees
Pick your lane. The price includes VAT.
Every price below is a sample for this concept, shown including VAT. We confirm your exact fee in writing after a free call, before you sign anything. Switching is included.
Sole trader
Self-employed, one business
£48a month incl. VATsample
- Self Assessment return prepared and filed
- Bookkeeping software set up for you
- Making Tax Digital readiness check
- Named accountant, unlimited questions
What changes the price: how many transactions you have, whether you're VAT-registered and how tidy your records are.
Most switches
Limited company
Director-run, up to 5 staff
£144a month incl. VATsample
- Year-end accounts and Company Tax Return
- Confirmation statement filed
- Director's Self Assessment return
- Quarterly catch-up call
What changes the price: turnover, payroll, VAT returns, number of directors and how many transactions go through the bank.
Landlord
One to three rental properties
£36a month incl. VATsample
- Property income records kept up to date
- Self Assessment return prepared and filed
- Making Tax Digital readiness check
- Named accountant, unlimited questions
What changes the price: number of properties, joint ownership and whether you also have other income.
Deadlines: we tell you what's due and when, but always check the official calendar on GOV.UK.
Making Tax Digital for Income Tax: check on GOV.UK if and when it applies to you. We'll look at your situation and explain your options.
04From people who switched
"I wish I'd moved years ago."
Sample reviews for this concept, each with its platform and date. A real site would pull these from Google or Trustpilot.
I was dreading telling my old accountant. Hollis Grey sent the letter and I never had to make that call.
Moved our limited company mid-year. They listed what they needed and had it all in a fortnight.
Two flats, a full-time job and no idea what I was paying for. Now there's one page that tells me.
Reviews, names and dates are samples. No rankings or "best in Leicester" claims.
05Your new team
Three people. One of them is yours.
You get a named accountant from day one and a back-up who knows your file. All names and photos here are samples.
Maya Okonjo FCCA
Director · holds the firm's practising certificate sample
Looks after limited companies and anyone moving from sole trader to a company.
Dev Mistry ACCA
Client manager · sole traders sample
Runs most of our handovers and knows every bookkeeping app worth using.
Hannah Rudd MAAT
Bookkeeper · landlords sample
Keeps property records tidy and answers the "is this receipt any use?" questions.
06Switching questions
The things people worry about.
Do I have to tell my old accountant myself?
No. Once you've signed our engagement letter, we write to them. Many people send a short courtesy email too, but you don't have to.
Can I switch halfway through the year?
Yes. We agree with your old accountant who finishes what, so nothing is missed or done twice. We explain the plan before anything moves.
Will I lose my records?
Your records are yours. We ask for what we need and keep a list of what has arrived, so you can see it all in one place.
Does switching cost extra?
In this sample, the handover is included in the monthly fee. Your old accountant may still have fees due under their own terms, so check your last engagement letter.
What about my deadlines while we switch?
We look at what's coming up in our first conversation and tell you who's handling it. For the dates themselves, check the official calendar on GOV.UK.
07Start your switch
Tell us who you're with now. We'll take it from there.
A free 20-minute call first. No pressure, no obligation and no awkward conversations with your current firm.
Hollis Grey Accountants2 Sample Yard, Leicester LE1 0XX sample
Phone0116 496 0832 sample
HoursMon to Fri, 8.30am to 5.30pm. Evening video calls by arrangement.
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