Switch accountants without the stress
Moving to ilumin is simple
Maybe you only hear from your accountant at tax time. Perhaps you don’t feel like you really understand your numbers, you’re looking for more proactive advice, or your business has simply outgrown the support you currently have.
Whatever the reason, knowing it’s time for a change doesn’t mean making the change feels easy.
That’s where EasySwitch comes in. We make moving to ilumin as straightforward as possible, guiding you through what we need and helping manage the transition so you can focus on finding the right support for where your business is heading next.
When it might be time to switch
You only hear from your accountant at tax time
A good accounting relationship shouldn’t be limited to filing returns and meeting annual deadlines.
If you want an adviser you can talk to throughout the year, someone who understands what’s happening in your business and is there when questions come up, or or decisions need to be made: it may be time for a different kind of support.
You do not understand your numbers
You shouldn’t leave a conversation with your accountant feeling more confused than when you arrived.
We believe you should understand what your numbers are telling you and why they matter. We explain things in plain English, give you the opportunity to ask questions and help you turn financial information into something you can actually use.
You want more proactive business advice
Sometimes you need more than an answer to the question you’ve asked.
You may want someone who can help you look ahead, identify what you need to think about and provide practical advice as opportunities and challenges arise.
At ilumin, accounting is only part of the story. We want to understand what you’re trying to achieve and help you make informed decisions about how you get there.
Your business has changed or grown
The accounting support that worked when you started your business may not be what you need today.
Growth, employees, changing business structures, new investments or simply greater complexity can all change the kind of financial support and advice you need.
We’ll look at where your business is now, where you want it to go and make sure the support around you reflects that.
You want a team that is easier to talk to
There really is no such thing as a silly accounting question.
You should feel comfortable picking up the phone, asking for an explanation or saying you don’t understand something. Our approach is friendly, practical and straightforward. We want you to feel comfortable asking questions – and to come away with a clearer understanding of what happens next.
What you need to switch
Don’t worry about having everything organised before you talk to us. We’ll let you know exactly what we need and help you through the process.
If you’re not sure where to find something, just ask. Part of making the switch easier is helping you work out what we need and where to get it.
Depending on your circumstances, this may include:
Contact details for your current accountant
Basic information about you and your business
Details of your business structure and associated entities
Access to your accounting software
Recent accounts and financial information
Relevant tax and IRD information
Details of any current or outstanding accounting or tax matters.
How EasySwitch works
Step 1
Book a discovery call
It starts with a free, no-obligation conversation.
We’ll get to know you and your business, talk about what’s working and what isn’t, and understand what you’re looking for from your accountant.
It’s also your opportunity to get to know us and decide whether ilumin feels like the right fit for you.
Step 2
Review the right support
Once we understand what you need, we’ll recommend the accounting, tax or advisory services that make sense for your circumstances.
We won’t simply replicate what you’ve always had. The aim is to make sure the support you receive reflects your business today and where you want to take it.
Step 3
Confirm the proposal
We’ll provide a clear proposal setting out the services we’ll provide and the associated costs, so you know what’s included before you make your decision.
If you have questions, we’ll talk them through with you before anything is confirmed.
Step 4
We help manage the transition
Once you’re ready to go ahead, we’ll guide you through the information and access we need and help manage the transition from your existing accountant.
We’ll let you know what we need from you and take care of the parts of the process we can, helping make the move as smooth as possible.
Then we can get on with the important part: getting to know your business and helping you move forward.
Ready for clearer accounting support?
If you’re looking for clearer explanations, practical advice and an adviser who takes the time to understand what you’re trying to achieve, let’s start with a conversation.