Many people think that changing accountants is a horrendously difficult thing to do. It’s actually quite simple and if you want to change to Curtis McLean just follow the three steps.
- Call us for an obligation-free discussion of your business needs. This will clarify how Curtis McLean can add value for you.
- If you choose to transfer to Curtis McLean, we ask you to inform your existing accountant in writing and give them authority to discuss your business with us. Click here for a sample Dear John letter.
- We will write to your accountant, as required by our code of ethics, and advise you as soon as we have been sent your records.