21/05/2026
What actually happens when you switch accountants?
At MBM, onboarding a new accountancy client is designed to be simple, structured, and stress-free.
Here’s what the process usually looks like 👇
✔️ AML & identity checks completed securely
✔️ Professional clearance requested from your previous accountant
✔️ Key business information and references gathered
✔️ Access requested to your HMRC account
✔️ Existing bookkeeping and financial systems reviewed
✔️ Deadlines, compliance, and filings checked
✔️ Ongoing support and communication set up
The goal isn’t just to “take over the accounts.”
It’s to fully understand your business, make the transition smooth, and ensure everything is set up properly from day one.
No jargon.
No confusion.
No being left in the dark.
Just a clear onboarding process designed to help businesses feel supported from the start.
This is the first post in our “Inside the Process” series 👀
Next up: onboarding as a branding or website client.