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 Xero Practice Manager when they merged two accounting firms.

Read all about it (PDF 1.1MB)

PFK Hamilton

How XPM helped a sole practitioner succeed during the pandemic

Thanks to Xero Practice Manager, Lisa Corbitt has the powerful tools she needs to run her practice smoothly.

Read case study (PDF 0.6 MB)


The practice management software that goes the distance

When McRally was starting out, Xero Practice Manager was just what they needed to find their feet, then help them grow.

Read all about it (PDF 1MB)


How XPM simplified compliance, making time for advisory

When WK implemented Xero Practice Manager, they ended up with time savings of 20% a year on the compliance work they do for clients.

Read all about it (PDF 1.5MB)


How a big firm found freedom with XPM

Since implementing XPM, Nexia Perth has found it easier to have meaningful advisory discussions with clients.

Read all about it (PDF 0.25MB)

Nexia Perth

How XPM made a Silicon Valley firm more efficient

After appointing an XPM champion, Teamworks were able to implement XPM properly and it’s made life a lot easier.

Read all about it (PDF 0.33MB)


Enterprise Firm Case Studies

How cloud conversion helped a national franchise accelerate growth

A case study done on Small Business Accounting (SBA).

Check out the case study here


How a well-built tech stack helped an accounting firm become more profitable

A case study done on DFK International. 

Check out the case study here


The Xero Projects impact

How Xero Projects helped a bookkeeper become more profitable

Fiona Woon emerged from completely snowed under to managing her time efficiently, saving hundreds of hours.

Read all about it (PDF 0.2MB)

Fiona Woon

How time management helped a bookkeeper (and busy artist) increase efficiency

Xero Projects gave Cheryl Fintock a bird's-eye view of both her businesses and helped her concentrate her efforts.

Read all about it (PDF 0.3MB)

Cheryl Fintock

Find the right practice tools for your firm

 Tens of thousands of advisors now work more efficiently thanks to Xero products like Xero Practice Manager, Xero Workpapers and Xero HQ report templates.

Check out Xero Practice Manager

Xero Practice Manager provides powerful online tools for managing client jobs, staff time and invoicing, and for customising reports.


Learn more about Xero Projects

Drive profitability with simple time tracking and job costing in Xero Projects, the simple, real-time project accounting tool that sits right within Xero.

Try Xero Projects
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