Switch to Lumin


So you’ve taken a look at our accounting packages, you want to meet your financial potential and you’re ready to make the switch to Lumin — but what does that involve?

We want you to feel confident in your decision to work with us, which is why we aim to make your life easier from day one. Here’s what you can expect from our onboarding process.

Switch to us


Costs and services agreed upfront


Onboarding email sent, giving access to online portal


We communicate with outgoing accountant on what’s required for a smooth handover


We request codes from HMRC to act on clients behalf


Follow up call once onboarding completed to explain timeline of services and how things can work

Smooth transitions for every client

Working with a new accountant can be daunting, which is why we make the transition as hassle-free as possible. We’ll do all the legwork, so all you need to do is sit back, relax and wait to start your financial journey with us.

Thanks to our customer-focused approach, switching to Lumin is as straightforward as moving to a new mobile phone provider. Why make it more complicated?

Communicating with your accountant

Switching to Lumin from another accountant? We’ll handle communications with them so you don’t have to.

When it comes to handover, we’ll ask your current accountant to send over your financial information in an easy format, either via recorded delivery or our secure online portal. That way, we’ll get everything we need to provide you with an outstanding accounting service.

Swift onboarding

At Lumin, we make the most of the latest technology to ensure everything runs like clockwork — and that includes our onboarding process. We’ll give you the login details to your own online portal early on, allowing you to view everything from important deadlines to your real-time financial data.

Our tech-focused approach to accounting also makes it easier than ever to share information. So long as you have an internet connection, you’ll be able to access your portal whenever you want.

Integrating with HMRC

Once you’re on board, we’ll be your tax agents and liaise with HMRC on your behalf. We’ll handle all the day-to-day stuff and come to you if anything needs your attention. Otherwise, we’ll handle everything for you.

Following up with interest

The final stage of our onboarding process is all about getting you on the right track. Once we have your records in front of us, we’ll get in touch to discuss the next steps. We can jump on a phone call or arrange a face-to-face meeting — whatever works best for you.

During this stage, we’ll get to know your business inside and out so we can ensure we give you the tools you need to improve and grow. We’re as eager for your success as you are — so let us help.

Ready to get started?

Our solutions

Find out how we can help you achieve your financial goals with our accounting solutions, from bespoke business advice and personal tax support to guidance on how to make the most of cloud accounting technology.


Making your business better through advice, technology, and accounting expertise.

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Tax support, advice, guidance and a pathway to financial freedom.

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EVERY BUSINESS IS unique, LET’S celebrate THAT

“They have helped me completely transform the way I run the finances”

“If you need accountancy services, look no further. I could not recommend Lumin any more highly. They have helped me completely transform the way I run the finances in my business and have helped me build my confidence in knowing the numbers.”

-Harri Halvon-Hardy
“They are a genuine business facilitator”

“Ashley and his team have transformed the way I view the relationship with our accountants . They are a genuine business facilitator. They take the time to understand the business and the people behind it and their service levels are the best I’ve experienced by a country mile. I can’t praise them enough.”

-Simon Woodman

tested & trusted

Hear from our clients, old and new, about what we’re like to work with as a firm.

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We’re so excited to work with you and your business – let’s talk whenever you’re ready.

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