You may think that switching accountants will be a hassle, but with our professional clearance service it couldn’t be simpler.
Professional clearance is the term that we use to describe the process of obtaining your old and up-to-date accounting records from your previous accountant. Once you officially become an Exchequer Accountancy Services client we will contact your previous accountant and request the information that we need from them to allow us to look after your accounts going forward.
We have streamlined the process for you, which is why the only thing that we require you to do is provide us with authorisation for us to speak to your previous accountant on your behalf. In the Exchequer Accountancy Services welcome pack you will find a pre-filled letter for you to send to them. This letter gives us authority to contact them straight away, so you can sit back and start enjoying our service.