Considering changing accountants? You’re not alone! Many Australians have changing accountants on their ‘to-do’ list, but they’re stumped by the seeming complexity of the task. Here’s how easy it actually is.
There are usually a number of reasons why you may decide to change accountants.
These are the usual signs when it’s time to switch:
Tell us about your requirements and we will come back with a tailored solution. Start by booking your complimentary consultation below.
Let your previous accountant know you are moving. We can also do this on your behalf and get your financial information transferred to us directly.
Once we have updated your details into our systems, it's time to get started. We will be your year-round finance partner and available when you need us.
One size does not fit all. We will always tailor a solution according to your requirements, goals and budget so that you only pay for services you need.
All our bookkeepers and accountants are located in Melbourne in our office in Richmond
Our fixed monthly fee structure provides you with better budgeting and cashflow so you will know exactly how much you pay. For one-off work, we always quote upfront.
Our accountants, bookkeepers and financial advisors work together seamlessly to deliver the results you aim to achieve.
Contact your accountant or financial advisor whenever you need to — at no extra cost.
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Our accountants, bookkeepers and financial advisors are experts in their field. Wilson Pateras are accredited by the leading industry certifications.
If you think it is time to change accountants, speak with one of our team members to discuss this further. The first meeting is complimentary and comes with no obligations. Please fill in the form below and and we will get back to you as soon as possible.
Selecting an accounting firm is an important decision: look beyond tax compliance and consider the other financial support services you may need to achieve your goals. From business consulting to property investment advice, SMSF set-up and bookkeeping – a full-service accounting firm will support you as your lifestyle changes. If you are unsure of the complete service offering of any firm, make sure you ask questions and dig deep before making a final decision.
Whilst it may feel uncomfortable to let your existing accountant know that you have decided to make a change – they will appreciate your courtesy. If they seek reasons for your decision to move on, simply highlight how your needs have changed at this stage in your life or business, and you have found an accountant who is a better fit. Your new accountant will contact your previous accountant, too. They will inform your previous accountant of their appointment to manage your accounts, and they will also ask if there are any ethical or professionals reason why they should not do so. Your new accountant will also request for all of your information and relevant documents relating to your finances to be forwarded on.
Once your files are received from your previous accountant, your new accountant will update your details in their system. It is likely your new accountants will want to ensure all details are correct and up to date – so there may be a little ‘back and forth’ to make sure everything is accurate. This is also an opportune time for you to ask questions – a fresh start with a new accounting firm gives you a change to look over matters you might not have understood.
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This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information.
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