Changing Accountants 

With TMA Accountants it couldn't be easier to change accountants with our easy 3 Step Guide as to how to make the change. TMA Accountants ensures clients changing accountants recieve a professional service with as little difficulty as possible throughout the transition.

Step 1

Before you make the change and become our client TMA Accountants first need to obtain your authority to speak to your existing accountant and obtain all your accounting and tax paper work.

To do this, all you need to do is sign an authorization letter which we send to you.

Step 2

Once we have received this signed letter from you, TMA Accountants will write what is called a professional courtesy letter and send this to your exiting accountant.

We then ask your current accountant if there is any reason why we cannot take you on as a client. We have to ask this as part of our institute's professional guidelines but it does not normally present any problems. If it does you will be contacted immediately.

We also ask them for a copy of your accounting and tax paper work.

Step 3

Once we have received the response from your accountant we will add your opening balances to the system.

However we do recommend that you do not fall behind in your accounting records whilst this administration process is concluded as this may lead to additional work for your new accountant.

Interested in changing accountants?

If you are interested in becoming one of TMA Accountants many satisfied clients please don’t hesitate to contact us.  As soon as you agree to become a client we will take care of the transition and set you up with access to the system to record your transactions.