How to help your practice thrive with Xero


What's this guide about?

Our accountant and bookkeeper partners from around the country have told us they want to be better at marketing their practice. They want to win new clients, keep current clients happy, and share services with a wider audience.

You might already be embracing the cloud but want to take your practice to the next level. This guide will show you how to grow your practice through:

  • effective marketing – attracting new clients and nurturing existing ones

  • advisory services – expanding into new advisory services and gaining a new stream of revenue

  • building a solid team – keeping your staff happy and understanding when you need to hire

For each topic, you’ll find a bunch of different resources and checklists to help you along your cloud journey.

Before you get started, join our Facebook community group where we’ll be walking through this journey with one of our Xero partners. Get involved and share your tips and tricks for helping your practice thrive. 

Get started by toggling through the chapters below. Let's jump in!

Get started:

Attracting new clients and nurturing existing ones
There is a lot of help and advice out there for small businesses to choose from, but smart marketing can help you stand out in the busy crowd and share your value as an advisor.

Read topic 1