Switch to Lateral Advisory
Switching Accountants Doesn't Have to Be Hard
Most people put up with a bad accountant because switching feels like too much effort. We make it painless.
Why People Switch
Sound familiar? You're not alone.
Your accountant takes weeks to reply
You get hit with tax bills you didn’t see coming
Fees keep going up with no explanation
You only hear from them once a year
They don’t understand your industry
They’ve made mistakes — and you caught them
If any of this sounds familiar, you're not alone. And you don't have to put up with it.
How Switching Works
Five simple steps. We handle the hard parts.
Free Consultation
We chat about your situation — no obligation, no pressure. Just a straight conversation about what’s not working and what you need.
We Handle the Transition
We contact your current accountant and request your records. You don’t have to have an awkward conversation.
Business Health Check
We review your accounts, systems, and processes — from your Xero setup to your pricing, cash flow, and compliance status. We often find opportunities to improve.
Seamless Takeover
We get access to your Xero, complete AML verification, and make sure everything is running properly. No disruption to your business.
You’re Set Up
Ongoing support from day one. Monthly reports, proactive tax management, a team that actually responds.
What We Typically Find
When we review your previous accountant's work, we often uncover opportunities to improve.
Chattel valuations never done on rental properties (thousands in missed deductions)
Provisional tax calculated incorrectly
Trust compliance not updated for the Trusts Act 2019
Entity structures that made sense 5 years ago but are now costing money
GST filing frequency that doesn’t match the business
Missing expense claims (home office, vehicle, professional development)
“The hardest part of switching accountants is making the decision. The rest is just process. And if your current accountant makes it difficult to leave, that tells you everything you need to know.”
Ready to Switch?
We handle the entire transition. You don't even have to have the awkward conversation with your old accountant. Book a free consultation and let's talk about what you need.
Free 15-minute consultation. No obligation, no pressure