How do I switch accountants without disrupting my business?

We handle the entire transition. We contact your previous accountant, request all records, migrate your books, and review prior filings. You sign one authorization letter, we do the rest.

What if my previous accountant won't release my records?

You're legally entitled to your tax records. We'll send a formal records request on your behalf. In rare cases where cooperation is limited, we can reconstruct your history from IRS transcripts and bank records.

Will you review my previous accountant's work?

Yes. As part of your onboarding, we review your last 1-3 years of filings for errors, missed deductions, and optimization opportunities. Many new clients find savings they were previously missing.

When is the best time to switch?

Any time. Mid-year transitions are common and we handle the pro-rated work smoothly. That said, switching after your most recent filing gives us a clean starting point.

How is your pricing different?

We use flat monthly subscriptions, no hourly billing, no surprise fees. You know exactly what you'll pay each month, and consultations are included in your plan.

What if I'm not happy after the trial?

The 14-day trial is completely free with no obligation. If it's not the right fit, there's no charge and no hard feelings.

Switch Accountants

Ready to switch
accountants?

No more late filings, surprise bills, or unanswered emails. We handle the entire transition.

Transition

We do it all

Trial

14 days free

One business day

Start free trial Book a 15-min call

One authorization letter. We handle records, review, and onboarding.

Sound familiar?

The signs it's time to
move on.

If two or more of these describe your current firm, you're overpaying for underservice.

Takes days to respond to emails

Surprise bills and fees

Late filings and missed deadlines

You have to chase them for updates

Side by side

Your current CPA vs. WAYG

What a modern accounting subscription actually looks like.

Feature

Current CPA

WAYG

Response time

Days or weeks

One business day

Pricing

Hourly + surprise bills

Flat monthly subscription

Filing deadlines

Extensions by default

Filed on time, every time

Proactive advice

Reactive only

Quarterly strategy reviews

Document portal

Email attachments

Secure online portal

Tax planning

Year-end scramble

Year-round optimization

How we do it

You sign one form.
We do the rest.

Three moves, executed for you, zero interruption to the way you run your business today.

Step 01

Sign up for the free trial

Start your 14-day trial. We assess your current situation and identify quick wins.

Step 02

We request your records

We contact your previous accountant and request all necessary documents, you don't have to do anything.

Step 03

Smooth transition

We onboard your books, review prior filings for errors, and set up your new monthly workflow.

Frequently asked

Answers before
you ask.

Ready when you are

Make the switch this week?

Start your free trial today. We handle the transition end-to-end, records, review, onboarding.

Start 14-day free trial Book a 15-min call

No credit card. Cancel any time. hello@wayg.co

Ready to switchaccountants?

The signs it's time tomove on.