BREAKING UP IS HARD... BUT NOT WITH US

Unhappy with your current Accountant?

Don't let the fear of "awkward conversations" keep you stuck. We handle the entire switch for you—for free.

No awkward phone calls. Zero data loss.

Do any of these sound familiar?

If you're nodding your head, it's time for a change.

They never reply

You send an email and wait weeks for a response. By then, the deadline has passed.

Surprise Bills

You get charged for every 5-minute phone call. You never know what the final invoice will be.

Technical Dinosaurs

They still ask you to print bank statements or bring in a shoebox of receipts. No Xero, no cloud.

How switching works (The "No Awkwardness" Guarantee)

We follow the APES 110 Code of Ethics so you don't have to handle the messy parts.

1

You sign our Engagement Letter

This legally appoints PrepMyBook as your new Tax Agent. It takes 2 minutes online.

2

We send the "Ethical Letter"

We write to your previous accountant to inform them of the change. We request your prior year tax returns.

You do NOT need to call them. We handle the polite "break up" email professionally.
3

We take over the ATO Portal

We update your details on the ATO Tax Agent Portal. All future ATO correspondence comes to us.

The Upgrade

Feature Old School Accountant PrepMyBook
Pricing Hourly rates & surprise bills Fixed Monthly Fee
Communication "Leave a message" WhatsApp / Email / Zoom
Technology Desktop / Paper 100% Cloud (Xero/MYOB)
Turnaround Weeks Days
prepmybook.com