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Switching Accountants

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Thinking of switching accountants?

Many businesses stay with the same accountant out of routine, even when the service no longer fits. Maybe you rarely hear from them, or your tax returns are always last minute. Perhaps you are still using outdated systems and feel left to handle things alone.

If you do not feel supported, are unsure what you are paying for, or simply want more from your accountant, it might be time to make a change. At James Rose, we offer a more responsive, forward-thinking approach. One built around you.

A better kind of accountancy support

As chartered accountants in Tunbridge Wells, we work with clients across Kent, East Sussex and beyond, from startups and sole traders to growing companies with more complex needs. We believe in personal service, clear communication and proactive advice.

You will hear from us throughout the year, not just at tax time. We use modern tools like cloud accounting to simplify your day-to-day finances, and provide strategic guidance through services like tax planning and management accounts. Our goal is to give you clarity, confidence, and the right information at the right time.

We make switching accountants simple:

Once you decide to move to James Rose, we handle everything for you:

  • We contact your existing accountant for professional clearance
  • We arrange for all handover documents to be transferred securely
  • We ensure a smooth transition with no disruption to your business
  • We set you up on our systems and book an onboarding meeting

No awkward conversations. No complicated paperwork. Just a seamless process, handled by people who know how to make it easy.

We have used Matt Allen since 2019. The initial transition from our previous accountants was very smooth and we have been extremely happy with the service from him and his team ever since. In particular, the move to QuickBooks has transformed the efficiency and management of our accounts – meaning we always have an up-to-date view of how the business is performing. Not only do James Rose Accountancy also constantly monitor the accounts to ensure their accuracy but Matt can always be relied upon to answer any questions that we may have and provide advice and guidance where required. We happily recommend James Rose Accountancy to our clients, both for their personal and corporate tax affairs, and will continue to do so.

Alex Colville – Bromige Financial

Switching made simple

If your current accountant is holding you back, let’s change that. We will guide you through the switch and provide ongoing support that helps you grow and plan ahead.

Contact us today to find out how easy it is to make the move.