Change accountants to us!
Changing accountants may seem like a daunting process, but at Giraffe Accountants, we're dedicated to making the transition as smooth and hassle-free as possible for you. We understand that your financial health is of utmost importance, and we're here to ensure that your transition to our services is seamless. See our step-by-step guide below to see how we make the transition smooth:
How much does it cost to change accountants?
We never charge to take on your accounting or tax affairs! We passionately believe in building long term relationships with our clients and see this initial time as an investment in our relationship.
We would not normally expect your existing advisors to charge when switching services to us, although it is always important to check.
Our fees
At Giraffe Accountants, we recognise that every client has unique requirements for their accounting services. That's why we don't believe in a one-size-fits-all pricing model. Instead, we take a personalised approach to pricing, ensuring our services are tailored to meet your specific needs and budget.
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When you choose to work with us, you can expect a transparent and collaborative pricing process. We'll start by sitting down with you to chat about your goals, challenges, and expectations. Based on this conversation, we'll put together a customised service package that fits your needs and suits your budget.
Our pricing is determined by factors such as the complexity of your financial situation, the range of services required, and the level of ongoing support you need. Whether you're a small business owner, an individual taxpayer, or a large corporation, we'll collaborate with you to find a pricing structure that works for you.
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Throughout our partnership, we'll be open about our pricing and billing practices. There are no hidden fees or surprises – just straightforward, honest pricing that reflects the value we provide.
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Ready to learn more about our personalised pricing approach? Get in touch today to arrange a chat and find out how we can tailor our services to meet your individual needs.
What does the switching process look like?
1. Initial consultation
The first step in changing accountants is to reach out to us and schedule a free consultation. During this meeting, we'll take the time to understand your needs, concerns, and goals. We'll discuss your current accounting setup and any issues you may be facing. This initial consultation helps us ensure that we're the right fit for you and that our services align with your needs.
4. Data Transfer
To ensure a seamless transition, we'll work closely with you to transfer all necessary data and documentation from your current accountant to our team. This includes financial records, tax documents, and any other relevant information. We understand the importance of safeguarding your sensitive financial information, and we'll take every precaution to ensure a secure and efficient data transfer process.
2. Review of Current Situation
Once we've had our initial consultation, we'll begin the process of reviewing your current accounting situation. This includes a thorough examination of your financial information and any ongoing projects or issues. Our goal is to gain a comprehensive understanding of your unique financial situation so that we can tailor our services to meet your specific needs.
5. Onboarding Process
Once we have all the necessary information, we'll begin the onboarding process. This involves setting up your accounts on our systems, configuring any necessary access permissions, and familiarising you with our processes and procedures. We'll also introduce you to your dedicated account manager, who will be your main point of contact moving forward. Our goal is to make you feel comfortable and confident in our services from day one.
3. Proposal and Agreement
Based on our consultation and review, we'll provide you with a customised proposal outlining the services we recommend and the associated costs. Our proposal will be transparent and straightforward, with no hidden fees or surprises. Once you approve the proposal, we'll work with you to finalise the agreement and formalise our partnership.
6. Ongoing Support
As your new accounting partner, we're committed to providing you with ongoing support and guidance. Whether you have questions about your financials, need assistance with tax planning, or want to explore new opportunities, our team is always just a phone call or email away. We'll work closely with you to ensure that your financial goals are being met and that you have the support you need to succeed.
Ready to Make the Switch?
If you're ready to experience the difference of working with Giraffe Accountants, we'd love to hear from you! Contact us today to schedule your free consultation and take the first step toward a smoother, more efficient accounting experience.