Thinking of changing accountants?
.webp)
Complimentary handover call with Jordan or Hannah
We learn about your business, your current setup, and which software you’re on. No commitment required, just a conversation to understand where you are and what you need.
We contact your current accountant
We send the professional clearance letter on your behalf. You don’t need to call anyone or explain yourself. We manage every communication with your previous firm from here.
Software migrated and HMRC notified
We migrate your books to Xero and file the 64-8 to authorise us with HMRC. Both are done within the same week in most cases. Bank feeds connected and reconciled from your last closed period.
You’re live and we get to work
Onboarded onto Xero, introduced to your named accountant, everything connected. Proactive advice starts from day one, not just at year-end.
Initial discovery call
Let's start with a conversation.
We take the time to understand your business, your current setup and where you want more from your accountant. We'll talk through your software, year-end and any work already in progress, so we know exactly what needs to be transferred.
1.webp)
We handle the handover
You don't need to have the awkward conversation. Once you've appointed us, we contact your current accountant and request professional clearance on your behalf. We'll manage the communication and handover directly with them, keeping the process simple and stress free for you.
Complete the Handover
Everything in place for a smooth transition.
We'll make sure we receive all the documents and information needed from your previous accountant, complete the relevant HMRC authorisations and get your accounting software, bank feeds and other systems connected. We'll work from your last finalised period, ensuring everything transfers smoothly without disrupting or duplicating work already completed.
You're up and running
Everything connected. Now we get to work.
Once your onboarding is complete, you'll have access to your interactive client portal, your accounting systems will be connected and you'll know exactly who is looking after you. We'll then carry out your Business Foundations Review, giving us a clear understanding of your finances, systems and processes before we start working together.
TRUSTED BY
.webp){kind=logo}
Accountancy with a little more thought behind it.
About Equinoxed
Accountancy built around your business. Working alongside you, not just for you.
We work alongside our partners as a dedicated part of their team, understanding their goals, their pressures, and their ambitions. From tax planning to day-to-day bookkeeping, we're here to remove the accountancy-related stress from your business.
Whatever you’re on now, we’ll move you across.
We're a Xero certified partner based in Norwich. As part of every switchover, we migrate your books for you, no extra charge and no technical knowledge needed on your part.
The Equinoxed Process
From “I think I need a change” to “I'm glad I did.”
Changing accountants doesn't need to be complicated. Once you've appointed us, we'll guide you through each step, manage the handover and make sure everything is in place for a smooth transition, with as little disruption and involvement from you as possible.
Engagement of Services Accepted
Once you've accepted our engagement, we'll confirm everything with you and take care of the next steps, including contacting your existing accountant and requesting professional clearance on your behalf.
Complete Your Onboarding
You'll receive access to our interactive client portal, making it simple to provide the information we need and complete your onboarding without endless emails and paperwork.
Your Business Foundations Review
Once everything is in place, we carry out your Business Foundations Review, looking at your current financial position, software, systems and processes. This gives us the understanding we need to support you properly from the outset.
You're Officially an Equinoxed Client
Your records, software and authorisations are connected, your onboarding is complete and we're ready to get to work. No disruption. No unnecessary hassle. Just a smoother way forward.
No guesswork.
Just the right tools.
Before recommending anything, Equinoxed runs a short discovery process with every new client to understand how you actually work. How you invoice, how you track expenses, whether you have employees, and how you manage your numbers day to day.
For most Norwich and Norfolk businesses, Xero is the right platform. But it isn't the answer for everyone. FreeAgent suits Norwich freelancers and sole traders. QuickBooks works well for Norfolk trades businesses with job costing needs. For larger operations embedded in Sage, there are sometimes good reasons to stay.
Beyond the core platform, tools like Dext, Syft, and Ignition can make a real difference depending on how you work. We won't recommend anything you don't need. Everything comes out of the discovery process, and by the time you're onboarded, it's all set up and working.
Our Reviews
It is genuinely a pleasure to read the reviews from some of our amazing clients. Here’s what they have to say about Equinoxed Accounting Services.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada mauris
TeLorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada maurisst
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada mauris
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada mauris
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada mauris
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec eu ante vel massa blandit lobortis. Phasellus elit nibh, condimentum egestas mi vel, ullamcorper malesuada mauris
Contact us
Tell us a bit about your business and why you're looking to migrate to Equinoxed. We will get back to you as soon as possible.
Frequently Asked Questions.
We’re passionate about helping our clients achieve financial success. See if we have answered your questions below:
It's simpler than most people fear. Once you've confirmed you'd like to work with us, we contact your current accountant for your records, register with HMRC as your agent, and move everything across. The professional handover happens in the background, so we need very little from you beyond a signature or two. There's no need for awkward phone calls or any disruption to business activity.
You are not obligated to notify HMRC that you're changing accountants. We register as your agent directly with HMRC, which sorts the authorisation for us to act on your behalf. You don't need to write letters or make calls yourself. If HMRC needs anything from you, it's usually a single online authorisation code, and we'll show you exactly where to find it.
Yes, at any point. You don't need to wait for your year-end or some key date in the calendar. We handle the handover and HMRC registration with no break in your filings, so deadlines stay met and your records stay complete. Plenty of people move mid-year and wonder afterwards why they waited so long.
We do not charge a migration fee. Moving your records across is part of getting you set up, and this is covered by your fixed monthly fee rather than billed as an extra. We'll always be clear on cost before anything starts, so there's no surprise invoice for the handover. If you're new to Xero, there will be a separate charge for your Xero software licence.
Usually a couple of weeks, sometimes less. Once you say yes, most of the work is us chasing records and sorting the HMRC agent authorisation, which happens behind the scenes. Throughout the process, you can focus on your business as normal. Your involvement includes a short conversation up front and signing off the handover. We will notify you when the migration is complete as well as keeping you updated of progress along the way.
No, your history comes with you. We migrate your existing records into Xero so your figures, filings and running totals stay intact, rather than starting from a blank slate. Nothing important gets left behind with your old software or your old accountant. You get a fresh system with all your old data still in place, ensuring there is no disruption to your business operation.
If you're already on Xero, this makes the migration even easier. From our side, on Xero we simply take over as your adviser on the existing file, so there's nothing to migrate at all. You keep your data, your history and your familiar setup, and we pick up exactly where things stand. This type of switch is often the smoothest of all.
If you're a sole trader or landlord with qualifying income over £50,000, you now file quarterly under Making Tax Digital for Income Tax, with the threshold dropping to £30,000 from April 2027. When you switch, we make sure you're on compatible software and set up correctly, so moving to us keeps you compliant rather than complicating things.
Thinking of moving? It's easier than you'd expect.
Equinoxed handles the whole switch for you. Contact us today for a no-obligation chat, and we'll take it from there.