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How it works.

A 20-minute call, a written quotation and one email to switch. Finstem Accountants does the rest, and

The 20-minute call

Twenty minutes with Huw on the company, what it files and what has not been working. Nothing to prepare and nothing to sign.

  • In person across Shropshire, by phone or by video
  • The company’s deadlines checked on the call
  • A straight answer on what the company needs

The quotation and the switch

A fixed monthly fee, quoted in writing after the call. Say yes and send one email with the previous accountant’s name and email address. Finstem Accountants writes for professional clearance and collects the records.

  • Professional clearance requested from the previous accountant
  • Prior-year accounts, tax computations and payroll records collected
  • HMRC agent authorisation and software access set up

The first month with Finstem

Every Companies House and HMRC date is mapped on day one, and anything close to its deadline is picked up first. The records are brought up to date and the company goes onto a normal cycle.

  • Every deadline tracked
  • Replies within one working day
  • The same accountant every time

What you’ll
need.

The previous accountant’s name and email address, plus the four things below. Finstem Accountants collects everything else as part of clearance.

  • Companies House details: the company number and year end
  • The last set of accounts, if there is one
  • A login for the bookkeeping software
  • HMRC references: the corporation tax UTR, PAYE and VAT numbers

The clearance letter

Finstem writes to the previous accountant for professional clearance and asks for the records in the same letter.

HMRC and software

Agent authorisation with HMRC and access to the accounting software are set up before the first deadline.

The records

Prior-year accounts, tax computations, payroll and VAT records come from the previous accountant straight to Finstem.

Before you start.

Get in touch
Q1Will it be a hassle?

No, one email from you is all it takes. Finstem Accountants writes to the previous accountant for professional clearance, collects the records and handles the handover.

Q2Will there be a gap in filings?

No. Every upcoming deadline is confirmed with the previous accountant as part of clearance, so each firm knows which of them is filing it. Anything close to its date is picked up first.

Q3Do I need to tell HMRC?

No. Finstem Accountants is registered as the company’s agent with HMRC during onboarding. You approve an authorisation for each tax, and HMRC correspondence, filings and queries are handled from then on.

Q4What if my accounts are overdue?

Then the switch starts with those. Finstem obtains whatever has been prepared, brings the records up to date and files the outstanding accounts and returns. The company then goes back on a normal cycle.

Q5Do I have to tell my current accountant?

The clearance letter from Finstem is the formal step, and it goes with your written authority. A one-line email from you saying you are moving is all it needs, and Finstem drafts it.

Q6What will it cost?

A fixed monthly fee, quoted in writing after the discovery call. No hourly billing, and nothing is added without being agreed first.

Talk to licensed accountants in the West Midlands.

Accounts, tax and payroll for limited companies and their directors, quoted in writing before any work starts.

“Always available when you need him, advice is really good. Helped my start-up business perfectly — wouldn’t have been able to do half the stuff if he wasn’t so attentive and helpful.”
Owen — Google review, 5 stars

★★★★★ 5.0 on Google

What happens next? A quick call with us, then you get your fixed quote by email. We reply within one working day.

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