Switching accountants in minutes
Our team are passionate about great service, so whatever your accounting and bookkeeping needs, you’ll find easy solutions with Pearl.
We help your company succeed
Switching to Pearl is a very smooth process. We will work together to make the transition from your old firm as smooth as possible. This includes being open to suggestions regarding how you want to run your business moving forward, addressing any concerns about your current setup or write a professional clearance letter to your previous accountants.
Switching to pearl has several perks
Whether you’re starting a new business or simply switching accountants, we’re here to help. With Pearl, you’ll get affordable accounting software and apps, personal support from accountants who know your business, and solid financial guidance. Our friendly team will walk you through each step of the process by phone or email and ensure that transitioning to your new account is smooth and stress-free.
- Dedicated Accountant Based on Industry
- Cutting Edge Accounting Software
- Flexible payment options with fixed fees
- Current Advice
Here’s what we’ll do when you make the switch
- You register with us and sign an engagement letter
- For those who have an existing accountant, we’ll let them know you’re transferring to Pearl and write a professional clearance letter
- You may provide us access to the data stored in your account software, or you can send us your records through postal mail or in person
Frequently Asked Questions
How can I switch to you?
It’s easy! We’ll contact your prior accountants and request all the work they’ve done to date, along with tax reference numbers and any software they use. We’ll then put your accounting data on our systems with all relevant deadlines and data.
For switching or handover, do you charge a fee?
There won’t be any extra costs incurred on your part to make the changeover or to transfer your financial records to us.
How fast can I make the change?
Once you sign up with us, we can usually get everything set up in a day or two, depending on your specific requirements.
Who can I contact during the move?
Your accountant may be consulted at any point during this process; they will assist with your transition and integration.
Will there be any disruption to my accounting or tax filings during the switch?
No, we aim to make the transition as smooth as possible. We carefully coordinate with your previous accountants to ensure all deadlines, filings, and financial records are up to date, so there’s no interruption to your business operations.