01202 129 890
 

Switch to Munro Bowman

Step-by-step guide

Moving to a new accountant can feel daunting, but with Munro Bowman it’s simple. Our team handles the process for you, ensuring a smooth and hassle-free handover in just 5 steps:

  • 1. Signing Up with Munro Bowman:

    • Contact Munro Bowman to begin the process of switching to our accounting services.
    • We’ll guide you through the initial paperwork and set up your account with us.

  • 2. Professional Clearance Request:

    • Upon signing up, Munro Bowman will send a professional clearance request to your previous accountant.
    • This request asks for copies of the latest returns prepared for you and any tax references needed to manage your accounts effectively.

  • 3. Applying for HMRC Authorisation:

    • Munro Bowman will apply for HMRC authorisation for each tax scheme relevant to your business.
    • You will receive letter codes from HMRC by post, which we require to access and manage your tax accounts.
    • If VAT registered, we will send you a link to allow us access to file your MTD VAT returns and access your online accounts with HMRC.
    • Agent access also allows us to discuss your affairs with HMRC on your behalf saving you time on hold so that you can get on with the day job!

  • 4. Initial Consultation and Software Update:

    • We will schedule a consultation call to discuss bringing your software up to date.
    • During our onboarding process, we’ll review your financial information to identify tax efficiencies and discuss your ongoing responsibilities.

  • 5. Ongoing Support:

    • Munro Bowman provides continuous support to ensure a seamless transition and ongoing efficient management of your accounts.
    • Our team is available to answer any questions and provide expert advice tailored to your business needs.

Straight forward & hassle free

Switching accountants to Munro Bowman is designed to be straightforward and beneficial for your business. We prioritise efficiency, clear communication, and maximising your financial outcomes.

Contact us today to start your hassle-free switch to Munro Bowman – we’re here to make the process simple and efficient!

Based in Bournemouth, UK. We service customers both locally and nationwide remotely, and are ready to help today.

Telephone: 01202 129 890

Email: accounts@munrobowman.co.uk

Munro Bowman Limited
1326 Christchurch Road
Bournemouth, UK
BH7 6ED

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