Accountant and bookkeeper resources
Resources to help you run your accounting or bookkeeping practice.
Latest resources
A collection of our most recent guides for your practice.
How accountants and bookkeepers add value to clients
Practical ways to stand out as a trusted advisor and build stronger client relationships.
How to help clients move to cloud accounting software
A practical guide to moving your clients from desktop to cloud accounting software.
How invoice financing can help your clients' cash flow
Help your clients unlock cash tied up in unpaid invoices and strengthen your advisory offering.
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
Value-based pricing for accounting and bookkeeping firms
How value-based pricing helps your practice grow revenue, retain clients, and shift to advisory.
8 best practices for document management in accounting
Keep your processes steady and streamlined with our eight best practices to document management.
How to automate accounts payable for your clients
Accounts payable automation helps your practice save time, reduce errors, and unlock advisory work.
Growing your client base
What is carbon accounting? An introduction to helping your clients go green
Accountants and bookkeepers can play a key role in lowering emissions. Find out how.
How to maximise your accounting practice software investment
A practical guide to choosing, using, and getting lasting value from your accounting practice software.
Client satisfaction metrics every practice should track
Track the right metrics to strengthen client relationships and grow your practice.
Navigating the rules and regulations
Fraud prevention tips: how to help your small business clients reduce risk
Help your clients build stronger fraud defences with practical strategies and modern tools.
A guide to international accounting standards for NZ practitioners
Stay ahead of international reporting requirements and support your clients with confidence.
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 Xero can help simplify compliance and grow your NZ practice
Manage compliance, automate admin, and free up time for advisory work.
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 cash flow
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
Find payroll software that simplifies compliance, saves time, and scales across your practice.
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
How to help clients move to cloud accounting software
A practical guide to moving your clients from desktop to cloud accounting software.
CRM software for accountants: a guide to stronger client relationships
How CRM software helps accounting practices build stronger client relationships and grow.
AI in accounting: a practical guide for your practice
Practical ways to apply AI across your practice, from automation to advisory.
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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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Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows.