It’s a fair question when considering appointing us as your accountants and tax advisors.
You may have had accountants or other professionals promise the world before and not delivered. So you want to know: What if they don’t deliver? How easy is it to leave?
At Avant Advisory, we do not assume that we have the right to your business forever. There are several reasons you might want or need to move on:
🔹 We have helped you grow so much that you sell to a larger company with its own auditors
🔹 You are retiring or splitting from a business partner
🔹 You could be taking more of your finance function in-house
🔹 Or, god forbid, if we do ever fall short, then of course, we should be fired.
So, we are quite transparent about it.
Because we run your finances on cloud systems, any transition to a new provider is very smooth and quick:
✅ You own your Xero subscription – so your financial data belongs to you, not us
✅ Switching access is simple – We of course hope you give us notice 🫠 but you can grant access to your new advisor, then remove us
✅ Dext or Approvalmax and other tools the same – you take over the subscription, so you keep copies of all your digital supplier invoices
✅ Xero syncs with your year-end accounts – there are no ‘secret’ accountant’s books. Your Xero balances always match your filed accounts
✅ Government Gateway accounts stay in your hands – VAT, payroll, corporation tax etc. all yours
✅ We store documents in Sharepoint – we can easily share files with you before deleting them when appropriate.
Gone are the days when accountants held all the records, leaving you at their mercy. With our cloud-based systems, you are always in control.
Of course, we would always be sad to see you go. We always strive to build strong relationships with our clients. But if that day ever comes, we’ll always do our best to ensure a smooth transition.