Accountant and bookkeeper resources
Resources to help you run your accounting or bookkeeping practice, grow your client base, and mastering technology.
Table of Contents
Latest resources
A collection of our most recent guides for your practice.
Promote your value to the client
As a financial professional, how do you get small business owners to recognise your value? Here are our tips.
Helping accounting clients move to the cloud
Some clients will take to cloud accounting straight away. But some will be anxious about it. Here's how to help them.
7 ways invoice financing can help cash flow
Cash-strapped businesses generally don’t want to take on more debt. Invoice financing could be a good alternative.
How your accounting and bookkeeping practice can leverage AI
We explore how accountants and bookkeepers can leverage AI to provide better services and value to their clients.
Read the guide
Running your practice
The benefits of value-based pricing
New processes let you use value-based pricing to turn efficient working into higher revenues. Find out how it works.
8 best practices for document management in accounting
Keep your processes steady and streamlined with our eight best practices to document management.
Why automated accounts payable is great for your clients
Accounts payable is time-consuming and can be error-prone. Automating it can save your clients time and money.
Growing your client base
How accountants can measure client satisfaction
Client satisfaction drives success. Discover key metrics to measure happiness and build a thriving accounting practice.
How to build strong relationships with accounting clients
Like most businesses, accounting practices are built on strong relationships. Here’s everything you need to know.
How to price accounting services for Making Tax Digital (MTD)
Learn how to price your MTD services with strategies that reflect your value, cover your costs, and support growth.
Navigating the rules and regulations
Fraud prevention tips for your small business clients
Sometimes business advice is hard to give. In the case of fraud, you’ll need to tell your clients uncomfortable truths.
International Accounting Standards: What you need to know
Streamline global finance for your clients and master IAS compliance with this comprehensive guide.
Changes to filing requirements for company accounts
We explore the changes to filing requirements for company accounts, including who it affects, and how to comply.
Minimising risk and maximising security
How to improve cybersecurity in your practice
This guide outlines how to create a cybersecurity plan for your practice.
How to use Xero to simplify compliance and improve your practice efficiency
Keeping up with compliance and client projects is tough. Here’s how software and integrated apps can lighten the load.
The impact of blockchain technology on the accounting industry
We explore how blockchain affects accounting and what the future of blockchain and accounting could look like.
Getting paid & managing cashflow
How to ease the payroll burden for clients with one simple system
Managing employee pay and deductions is simple with Xero Payroll – because everything you need is in one place.
How to choose the right payroll software: a guide for accountants and bookkeepers
Learn how to choose the best payroll software for your practice and maintain compliance with payroll regulations
Faster, easier payments: New features in Xero
Discover how our accounting software is evolving with payment features including Buy Now Pay Later and eInvoicing.
Mastering accounting tech
Helping accounting clients move to the cloud
Some clients will take to cloud accounting straight away. But some will be anxious about it. Here's how to help them.
Customer Relationship Management (CRM) software for accountants: What you need to know
We explore how Customer Relationship Management (CRM) software helps practices foster strong client relationships.
How your accounting practice can leverage AI
We explore how accountants can leverage AI to provide better services and value to their clients.
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Resources for your clients
Guides and articles to help your clients manage their finances and grow their businesses.
See the small business guides
Payment guides
Automated AP, online payment gateways, cloud payroll services, and payroll profitability for accounting firms.
Money guides
Financial strategies, profitability, and practice valuation for accounting firms.
Planning & performance guides
Firm performance evaluation, future-proofing, practice growth, succession planning and more.
Leadership guides
Leadership, fraud prevention, remote hiring, and client management for accounting firms.
Bookkeeping and accounting guides
Explore advanced accounting, client technology, and strategic business applications.
Marketing guides
Marketing strategies: pricing, niche focus, client acquisition, and digital promotion for accounting firms.
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