Practice case studies

See how accounting and bookkeeping firms like yours are using Xero practice products and tools.

The Xero Practice Manager difference

How a merger was made easier using Xero practice products
PFK Hamilton streamlined practice operations by 38% with XPM when they merged two accounting firms. (PDF 1.1 MB)
How XPM helped a sole practitioner succeed during the pandemic
Thanks to XPM, Lisa Corbitt has the powerful tools she needs to run her practice smoothly. (PDF 0.6 MB)
The practice management software that goes the distance
When McRally was starting out, XPM was just what they needed to find their feet, then help them grow. (PDF 1 MB)
How XPM simplified compliance, making time for advisory
Implementing XPM When enabled WK Advisors and Accountants to provide more advisory services to clients. (PDF 1.5 MB)
How a big firm found freedom with XPM
Since implementing XPM, Nexia Perth finds it easier to have meaningful advisory discussions with clients. (PDF 0.25 MB)
How XPM made a Silicon Valley firm more efficient
After appointing an XPM champion, Teamworks could implement XPM properly, and it’s made life a lot easier. (PDF 0.33 MB)

How cloud conversion helped a national franchise accelerate growth
Small Business Accounting (SBA) future-proofed their business by implementing Xero across their 50 offices. (PDF)
How a well-built tech stack helped a firm become more profitable
Using Xero and XPM, DFK International packages a full suite of services to clients in a cost-effective way. (PDF)
BNA is a platinum Xero partner with a platinum offering
BNA believes that Xero is the most efficient cloud accounting software for reporting.

How ProvenCFO leverages Xero to provide accounting services to entrepreneurs
Xero enabled ProvenCFO to provide accounting and outsourced CFO services that have helped businesses grow. (PDF)
How Xero Projects helped a bookkeeper become more profitable
Fiona Woon emerged from being completely snowed under to managing her time efficiently, saving hundreds of hours. (PDF)
How time management helped a bookkeeper and busy artist increase efficiency
Xero Projects gave Cheryl Fintock a bird’s-eye view of her two businesses and helped her concentrate her efforts. (PDF)