Switching accountant, made easy
We handle the paperwork with your old accountant and keep you updated at every step.
Switching to us is simple
We do the awkward bits so you can carry on running your business.
- Step 1
Say hello
Book a free consultation. We learn what you need and confirm the price in writing.
- Step 2
We contact your old accountant
We ask for your records, so you never have to chase anyone.
- Step 3
We take over
We get everything set up and tidy the handover of your past records.
- Step 4
First review call
We talk you through the numbers and agree what happens next.
Part-way through the year? No problem. We can switch you at any time.
Why choose Clearpenny
A small team, clear fees and a named contact who knows your business.
A named contact
One person who knows your business and answers your calls.
Clear fees
Your price is agreed in writing before we start.
Never miss a date
We keep track of your key dates and remind you well ahead.
Plain English
We explain what the numbers mean, without jargon.
What our clients say
Sample reviews. Replace them with your own before you launch.
“For the first time I know where I stand. No more last-minute panic.”
“They made switching easy and explained everything clearly.”
“Straight answers, fixed fee and a real person on the phone. That is all I wanted.”
Questions we get asked
Type a word to filter the list. Cannot find yours? Ask us and we will get back to you.
How much will it cost?
Fees depend on what you need. We will confirm your price in writing after your free consultation, so there are no surprises.
What is included in the fee?
Everything in the package you choose. We will explain exactly what is covered before you decide.
How long does it take to get started?
Usually only a short time. We will confirm the timings on your free call.
What documents do I need to bring?
Just your recent records and any letters you have received. We will confirm the full list on your free call.
Can I switch from my current accountant?
Yes. We can handle the switch for you and keep you updated at each step.
Do you work with my type of business?
Most likely. We help sole traders, companies, landlords and contractors. Tell us about yours and we will let you know.
What areas do you cover?
We are based in Yourtown and also work with clients across the UK by phone and video.
How do I get started?
Book a free consultation using the form or give us a call. We will take it from there.
Is my information kept secure?
Yes. We take care of your information and will explain how we protect it.
No questions match that. Ask us and we will get back to you.
Ready for tax to feel manageable?
Book a free consultation. We will tell you what you need, what it costs and what to do first.
Your free consultation covers
- A review of how your books and tax work today
- A clear price in writing
- A plan for your next key date