Switching to CASS is easy
Feeling underwhelmed by your current accountant? Moving to CASS is far simpler than most people expect. We handle the entire handover for you — so you can get on with running your business.
Three simple steps
You say hello
Book a free, no-obligation call. We'll understand your business, where you are now and where you want to get to — and confirm exactly how we can help.
We handle the handover
With your permission, we contact your current accountant, request your records under professional clearance and take care of the paperwork. You barely have to lift a finger.
You're up and running
We get you set up on Xero, agree a simple monthly plan, and start giving you the proactive support and clarity you've been missing — more than numbers, from day one.
We handle everything
We do the heavy lifting
Professional clearance, record transfers, HMRC agent authorisations — we manage the lot on your behalf.
There's no bad time to switch
You can move to CASS at any point in your financial year. We'll make sure nothing is missed in the transition.
No nasty surprises
Clear, fixed monthly pricing agreed up front. No hidden fees for switching, and no long tie-ins.
A genuine relationship
You get a proactive finance team who actually pick up the phone — not just a once-a-year set of accounts.
Common questions
Is switching accountants a lot of hassle?
No — it's one of the easiest things you'll do. Once you give us the go-ahead, we contact your existing accountant, request everything we need and handle the professional clearance process for you. Most clients are surprised how little they have to do.
Will there be a gap in my accounting?
No. We plan the handover so your records, deadlines and filings are all accounted for. Nothing falls through the cracks between the old and the new.
Do I have to tell my current accountant?
You'll need to let them know you're moving, but we can guide you on exactly what to say — a short, polite email is usually all it takes. We then deal with them directly for the technical handover.
When is the best time to switch?
Whenever suits you. Many people switch after a year-end or at the start of a new financial year, but you can move at any time and we'll make it seamless.
Ready for a better accountant?
Book a free, no-pressure call with Paul and see just how easy switching to CASS can be.