Tools to help you measure up FY18 beautifully

Whether you’re looking to create reports or map out the next 12 months, here are some great tools and resources to help your new financial year flow like a dream.

Getting started

new clients to Xero
Bringing new clients to Xero

RESOURCE HUB

The start of a new financial year is a great time to help your clients move to Xero. Check out these webinars to get started.

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report templates in Xero
Getting started with report templates

WEBINAR

Create beautiful reports in Xero using a series of pre-built templates that can be customised - saving time and ensuring consistency.

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building a brand
How to build your brand

VIDEO

Explore how to build a great brand for your business. This video shares advice and tips on what to consider when building your brand.

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implementing value-based pricing
10 steps to implement value-based pricing

ARTICLE

Value-based pricing lets you charge for bundles of services. Find out how to move your firm from hourly billing to this new model.

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building a marketing calendar
Build a marketing calendar for FY18

VIDEO

Discover how to build a marketing calendar – including how to plan and prioritise your activities and set them up in your calendar.

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Working smarter

working smarter with Xero
Working smarter with Xero

RESOURCE HUB

See our tips for a Happy Financial New Year, and explore a range of intuitive add-ons and features that will make life easier for you and your clients.

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Xero tax time
(It's still) Tax Time 2017

WEBINAR

Xero Tax works for all of your clients: individuals, business and non-business, Xero and non-Xero. We'll discuss the tax time 2017/18 changes to Xero Tax across each of the tax forms.

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benchmarking
Seize the moment and sharpen your practice for the new FY

ARTICLE

Once the hangover from 'end of financial year' parties has cleared, many accountants will enjoy a lull before the storm. Here are a few tips on how to use the new FY wisely.

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advisor directory listing
Optimise your advisor directory listing

TIPS & TRICKS

Check out some tips on how to optimise your advisor directory lisitng to put your practice in the spotlight.

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tax in action
Tax in Action 2017

WEBINAR

Using or Trialing Xero Tax? Learn how to easily prepare income tax returns and activity statements as well as how to improve efficiencies and onboard new staff.
 

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ato due dates
ATO: Key lodgement dates 2017 - 2018

KEY DATES

It's never too early to start planning. Stay on top of key lodgement and payment dates for the 2017-18 season. 
 

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advisor directory report
Advisor directory: stealing the limelight

REPORT

This report delves into what makes an advisor directory lising a show stopper and why some listings can attract more referrals than others.

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tax in action
10 ways to evaluate accounting firm performance

ARTICLE

Use data and benchmarks to measure the health of your clients’ businesses. Use the following metrics to see how your business measures up.

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neutralise the threat of ransomware
How the cloud neutralises the threat of ransomware

ARTICLE

Keep your data safe and take refuge in the cloud. Using Xero will ensure critical client data is not threatened by ransomware. 
 

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Growth

moving to the cloud
Moving your practice to the cloud

RESOURCE HUB

It's time to start moving more of your practice to the cloud with our Xero Practice Manager tools. See what's available, and what's coming up soon. 

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running an event
How to run a great client event

VIDEO

This video guides you through running a successful client event so that all aspects go smoothly and the event meets your objectives.

 

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hire the right staff for your firm
Hiring the right staff for your firm

ARTICLE

Finding and retaining qualified staff is one of the top issues facing accounting firms today. So here are some pointers on how to hire the right staff for your firm.

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celebrating new financial year
Celebrating the new financial year

ARTICLE

The new financial year is a perfect time to reflect, reset, and recharge as you head into FY18.  Here are our tips for small businesses to bring in the new financial year.

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social media marketing
Social media marketing

VIDEO

Learn how to use social media as a marketing tool with tips on thinking about your goals and engaging with your audience in clever and different ways to get cost effective results.

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Xero benchmarking report
AU partner benchmarking report

REPORT

To help Xero partners gauge their performance, we conducted a survey of 486 Xero accounting partners in Australia for this comprehensive benchmarking report.
 

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promoting your practice
How to promote your practice

ARTICLE

How you describe your firm online can have a massive effect on your marketing. Learn how to write the perfect profile.
 

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Tools for a happy financial year
Tools for a happy new financial year in Australia

ARTICLE

Modern accounting tools allow you to sidestep many of the usual EOFY holdups. Consider introducing them in the new financial year.

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website health check
Website health check

VIDEO

In this video about undertaking a website health check and why it’s important, you'll get tips on making sure your website works well and gets seen.

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creating a accounting newsletter
Creating an accounting newsletter that works

ARTICLE

Email is not only one of the world's most popular means of online communication, it can also be an invaluable marketing tool if used the right way. 

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create a niche accounting focus
Create a niche accounting focus at your firm

ARTICLE

Many firms provide general accounting services to a wide range of businesses. But sometimes it can be more lucrative to specialise. 

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sharpening your client's business management solutions
Sharpening your client's business management solutions

ARTICLE

Not only is Xero a great system for accounting, it's also the centre of an ecosystem filled with add-on programs.

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