Accountant exchange

Takeover of an existing English company / enterprise from an existing accountant

If you would like to transfer the bookkeeping of your existing business to us, it is important to know that we unfortunately cannot contact your current accountant by transferring the bookkeeping of your company to us. Unfortunately, this is no longer permitted by the GDPR Privacy Act.

So unfortunately, in any case, since you are currently under contract with your existing accountant , you will have to make the change of accountant.

 

To do this, we can give you the following help:

 

  1. First, please gather all the data, documents, codes, passwords that are related to your company.
  2. If your company is currently in the middle of the tax year, gather all the accounting materials, documents, outgoing and incoming invoices, bank account statements created in the previous tax year into one folder.
  3. Please review our accounting pricing tables and select the accounting package closest to your business.
  4. Write a letter to your existing accountant with the following wording:

 

 

Dear ………………………………..

Company name:
Company registered office address:

Company number:

If there are no circumstances that we need to be aware of, would you please supply the following information:
(a) The Webfiling and any codes
(b) The last tax return and schedules submitted for the individual, including business taxation
computations, capital allowance claims, etc.
(c) Copies of all assessments/self-assessment returns relating to any earlier tax years which are still open or on which enquiries are still in progress.
(d) The last completed accounts available for the business.
(e) Any schedules you have giving details of the make-up of items in the last completed accounts, such as:
(1) debtors and prepayments;
(2) creditors and accruals;
(3) bank reconciliations;
(4) stock and work in progress;
(5) plant register;
(6) trial balance;
(7) profit and loss
(8) balance sheet
(9) others
(f) A note of the appropriate tax district and reference numbers.
(g) Details of any taxation losses available and overlap profits not previously utilised.
(h) Copies of VAT returns submitted on behalf of the client (if applicable)
(i) Any other schedules etc. which you feel will be of assistance.
(j) Any information relating to capital gains tax including rollover relief and the re-basing position (if applicable).
If you are holding any records belonging to the company, we would appreciate you are ensuring that they are sent either directly to the company or to ourselves, in order that may be available in the event of a future HMRC enquiry.

Kind Regards,

 

Send this letter by e-mail as well as by mail. With this step, you’ll let your current accountant know that you want to do your business accounting elsewhere. There is no need to say the reason, because there can be countless possibilities (usually due to moving) it is up to you to decide. If you have settled any outstanding debts and arrears with your current accountant, you may terminate your current accounting contract at any time. (usually 30 days)

Due to legal continuity, after sending the letter

 

Sign an accounting contract with us,

and ask for our help with all financial matters! If you have any questions, please feel free to contact us at any of our contact details!

 

Phone: +44 (0) 1357 – 340 – 000

Email address:  accountancy@symfalogic.com

Skype: Symfalogic Corporation

 

 

Choose from our accounting packages:

 

Self Employed Accounting Comparative Price Chart:

With annual fee payment:

Big Ben package
£ 120 / Tax Year
Unlimited Consultation
Self Employed Registration
Send notification about deadline
Self Assessment Return
Government Gateway Account
Start package
Revenue/Expenditure Excel*
Piccadilly package
£ 180 / Tax Year
Unlimited Consultation
Self Employed Registration
Send notification about deadline
100 invoices / year
Self Assessment Return
Government Gateway Account
Start package
Tower Bridge package
£ 250 / Tax Year
Unlimited Consultation
Self Employed Registration
Send notification about deadline
250 invoices / year
Self Assessment Return
Government Gateway Account
Start package
London Eye package
£ 360 / Tax Year
Unlimited Consultation
Self Employed Registration
Send notification about deadline
360 invoices / year
Self Assessment Return
Government Gateway Account
Start package
Hyde Park package
£ 480 / Tax Year
Unlimited Consultation
Self Employed Registration
Send notification about deadline
500 invoices / year
Self Assessment Return
Government Gateway Account
Start package

*Receipts/Expenditure Excel = The self-employed person keeps his/her receipts and expenditure documents in an excel spreadsheet and sends it to us to prepare the return.
**Where no numeric value is given, only 1 is meant as a meaning.
***The number of invoices may exceed the value specified by up to 20 items, but if the increase remains continuous for 3 months, you must switch to the higher accounting package. If you purchase an annual package, the number of invoices can be increased by 60 items as indicated above.

 

 

Self Employed Accounting Comparative Price Chart:

With monthly fee payment:

Big Ben package
£ 10 / month
Unlimited Consultation
Self Employed Registration
Send notification about deadline
Self Assessment Return
Government Gateway Account
Start package
Revenue/Expenditure Excel*
Piccadilly package
£ 15 / month
Unlimited Consultation
Self Employed Registration
Send notification about deadline
100 invoices / year
Self Assessment Return
Government Gateway Account
Start package
Tower Bridge package
£ 25 / month
Unlimited Consultation
Self Employed Registration
Send notification about deadline
250 invoices / year
Self Assessment Return
Government Gateway Account
Start package
London Eye package
£ 30 / month
Unlimited Consultation
Self Employed Registration
Send notification about deadline
360 invoices / year
Self Assessment Return
Government Gateway Account
Start package
Hyde Park package
£ 40 / month
Unlimited Consultation
Self Employed Registration
Send notification about deadline
500 invoices / year
Self Assessment Return
Government Gateway Account
Start package

*Receipts/Expenditure Excel = The self-employed person keeps his/her receipts and expenditure documents in an excel spreadsheet and sends it to us to prepare the return.
**Where no numeric value is given, only 1 is meant as a meaning.
***The number of invoices may exceed the value specified by up to 20 items, but if the increase remains continuous for 3 months, you must switch to the higher accounting package. If you purchase an annual package, the number of invoices can be increased by 60 items as indicated above.

 

 

Accounting for start-ups Pricing Table:

With annual fee payment:

Greenwich package
£ 440 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / year *
Start Dossier
 
 
 
Snowdonia package
£ 680 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
10 invoices / month *
Start Dossier
Paye registration
Payroll 0-1 people
 
Westminster package
£ 890 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
25 invoices / month *
Start Dossier
Paye registration
Payroll 0-3 people
VAT registration
Eden Project package
£ 1090 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / month *
Start Dossier
Paye registration
Payroll 0-6 people
VAT registration
Stonehenge package
£ 1290 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
75 invoices / month *
Start Dossier
Paye registration
Payroll 0-10 people
VAT registration

*Receipts/Expenditure Excel = The self-employed person keeps his/her receipts and expenditure documents in an excel spreadsheet and sends it to us to prepare the return.
**Where no numeric value is given, only 1 is meant as a meaning.
***The number of invoices may exceed the value specified by up to 20 items, but if the increase remains continuous for 3 months, you must switch to the higher accounting package. If you purchase an annual package, the number of invoices can be increased by 60 items as indicated above.

 

 

Accounting for start-ups Pricing Table:

With monthly fee payment:

Greenwich package
£44.- / month (£528.-/ year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / year *
Start Dossier
 
 
 
Snowdonia package
£68.- / month (£816.-/ year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
10 invoices / month *
Start Dossier
Paye registration
Payroll 0-1 people
 
Westminster package
£89.- / month (£1.068.-/ year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
25 invoices / month *
Start Dossier
Paye registration
Payroll 0-3 people
VAT registration
Eden Project package
£109.- / month (£1.308.-/ year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / month *
Start Dossier
Paye registration
Payroll 0-6 people
VAT registration
Stonehenge package
£129.- / month (£1.528.-/ year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
75 invoices / month *
Start Dossier
Paye registration
Payroll 0-10 people
VAT registration

*Receipts/Expenditure Excel = The self-employed person keeps his/her receipts and expenditure documents in an excel spreadsheet and sends it to us to prepare the return.
**Where no numeric value is given, only 1 is meant as a meaning.
***The number of invoices may exceed the value specified by up to 20 items, but if the increase remains continuous for 3 months, you must switch to the higher accounting package. If you purchase an annual package, the number of invoices can be increased by 60 items as indicated above.

 

 

Accounting For Businesses – Pricing Table:

With annual fee payment:

Durdle Door package
£ 680 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
25 invoices / month *
Start Folder
Paye registration
Payroll 0-2 people
VAT return quarterly
Seven Sisters package
£ 790 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / month *
Start Folder
Paye registration
Payroll 0-4 people
VAT return quarterly
Cutty Sark package
£ 990 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
100 invoices / month *
Start Folder
Paye registration
Payroll 0-6 people
VAT return quarterly
Loch Ness package
£ 1190 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
150 invoices / month *
Start Folder
Paye registration
Payroll 0-8 people
VAT return quarterly
Giant's Causeway
£ 1390 / Tax Year
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
250 invoices / month *
Start Folder
Paye registration
Payroll 0-10 people
VAT return quarterly

*The number of invoices can exceed the specified value by 20 items, but if the increase remains continuous for 3 months, you will have to switch to the higher accounting package.
** Data received in an Excel spreadsheet or invoiced via our accounting software
***In spreadsheets where no numeric value is given, only 1 is used as a meaning.

 

 

Accounting For Businesses – Pricing Table:

With monthly fee payment:

Durdle Door package
£68.-/ month(£816.-/ Year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
25 invoices / month *
Start Folder
Paye registration
Payroll 0-2 people
VAT return quarterly
Seven Sisters package
£79.-/ month(£948.-/ Year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
50 invoices / month *
Start Folder
Paye registration
Payroll 0-4 people
VAT return quarterly
Cutty Sark package
£99.-/ month(£1.188.-/ Year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
100 invoices / month *
Start Folder
Paye registration
Payroll 0-6 people
VAT return quarterly
Loch Ness package
£119.-/ month(£1.428.-/ Year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
150 invoices / month *
Start Folder
Paye registration
Payroll 0-8 people
VAT return quarterly
Giant's Causeway
£139.-/ month(£1.668.-/ Year)
Unlimited Skype or Personal Consultation
Annual Account (balance sheet, income statement at the end of the tax year)
Corporation Tax Return (CT600 Corporate Tax Return to HMRC)
Confirmation Statement Return
Director Self Assessment Return
250 invoices / month *
Start Folder
Paye registration
Payroll 0-10 people
VAT return quarterly

*The number of invoices can exceed the specified value by 20 items, but if the increase remains continuous for 3 months, you will have to switch to the higher accounting package.
** Data received in an Excel spreadsheet or invoiced via our accounting software
***In spreadsheets where no numeric value is given, only 1 is used as a meaning.