How To Change Accountants

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.

When to Change Accountants

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:

We Make Switching Accountants Easy

Choose an Accountant

Tell us about your requirements and we will come back with a tailored solution. Start by booking your complimentary consultation below.

Inform Your Current Accountant

Let your previous accountant know you're moving. We can also do this on your behalf and get your financial information transferred to us directly.

Finalise the Change

Once we have updated your details into our systems, it's time to get started. We'll be your year-round finance partner and available when you need us.

Why Change to Wilson Pateras

Tailored solution to your needs

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.

Local team in Melbourne

All our bookkeepers and accountants are located in Melbourne in our office in Richmond

Fixed fees - No surprises or hidden costs

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.

All your finances under one roof

Our accountants, bookkeepers and financial advisors work together seamlessly to deliver the results you aim to achieve.

Support when you need it

Contact your accountant or financial advisor whenever you need to — at no extra cost.

5/5

What Our Clients Say About Us

Don’t just take our word on it. Here’s what our clients have said about us on Google Reviews

Industry Accredited

Our accountants, bookkeepers and financial advisors are experts in their field. Wilson Pateras are accredited by the leading industry certifications.

Get a Complimentary Consultation

If you think it’s time to change accountants, speak with one of our team members to discuss more. The first consultation is complimentary and comes with no obligations, so fill in the form below and and we will get back to you as soon as possible.

FAQs

Selecting an accounting firm is a serious 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’re 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’ve 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’ll also ask if there are any ethical or professionals reason why they shouldn’t do so. Your new accountant will also request all information and relevant documents relating to your finances be forwarded on.​

Once your files are received from your previous accountant, your new accountant will update your details in their system. It’s 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 ‘first time ‘round’.