New Clients
Joining BC&A is straightforward and stress-free. Whether you're switching from another firm or looking for an accountant for the first time, our team makes the transition seamless, with no disruption to your finances.
From your first call to full onboarding — here's exactly what to expect when you switch to BC&A.
We begin with a free, no-obligation conversation — by phone, video or in person at your nearest office. We'll listen to your situation, discuss your goals, and outline how BC&A can help. There's no pressure and no commitment required at this stage.
Following our consultation, we'll send you a detailed written proposal outlining exactly which services we'll provide and a transparent, fixed fee quote. No surprises — you'll know precisely what you're getting before signing anything.
Once you're happy to proceed, we'll issue a formal letter of engagement — the professional standard for accountancy firms. This confirms the services, your dedicated team, agreed fees, and the identity verification process required by UK regulations.
We communicate directly with your previous accountant to request all relevant records and documentation on your behalf. This process is handled professionally and — in most cases — at no extra cost to you. You won't need to chase anyone.
You're assigned a named partner as your primary contact, supported by qualified managers and assistants. From day one they familiarise themselves with your accounts, systems and goals — so you always feel like a valued client, never a number.
Everything you need to know before making the switch. Can't find your answer here?
Get in touch — we're happy to help.
Most clients are fully onboarded within 1-2 weeks. The timeline depends on the complexity of your affairs and how quickly your previous accountant provides the necessary documentation. We manage this process on your behalf.
The initial consultation is completely free. We also handle the handover from your previous accountant at no additional charge in most cases. Your first fee will be the agreed fixed fee outlined in your engagement letter.
Not necessarily. We're happy to conduct the initial consultation by phone or video call. In-person meetings are always available at our Portsmouth, Romsey or Swindon offices if you prefer a face-to-face introduction.
Yes. We regularly look after both personal and business finances for our clients — from self-assessment tax returns and personal tax planning through to company accounts, payroll, and VAT. Having everything under one roof means nothing falls through the cracks.
We're a Xero Gold Partner and also work with QuickBooks, Sage, and Dext. If you're currently using different software, we'll advise on the best option for your needs and can manage migration where required.
No problem at all. We regularly onboard first-time clients — whether sole traders, new limited companies or individuals with a growing tax position. We'll guide you through every step and set everything up properly from the start.
Ready to make the switch? Fill in the form and a member of our team will be in touch within one working day. No obligation, No pressure.
