Switch Your Accounting or Corporate Secretarial Services to BTA

We begin by reviewing your current records, service requirements, deadlines and outstanding matters. With your authorisation, BTA can help coordinate the handover and prepare the agreed appointment and transition documents.

Availability of records, the outgoing provider’s response and client approvals affect the transition. Migration or cleanup work is assessed and scoped separately; a handover does not remove existing filing obligations.

Software chosen for your business

BTA assesses your operations, transaction volume, invoicing and reporting needs before recommending software. Xero is optional; bookkeeping clients do not automatically need to buy a separate subscription.

BTA absorbs software costs used for its own bookkeeping work within the agreed scope. If your business needs its own Xero subscription for invoicing or day-to-day operations, a separate monthly subscription is recommended only where suitable. Bookkeeping clients receive complimentary setup and training.

Use the enquiry form below to discuss a suitable service scope and transition plan.