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 small businesses
Practical ways to show clients the full range of what you bring to their business.
How to help your clients move to cloud accounting
Helping clients move to cloud accounting strengthens your practice and your client relationships. With the right approach, you can turn what feels like a disruptive change into a smooth, rewarding transition for everyone involved. This guide walks you through practical strategies for assessing readiness, planning the migration, and supporting clients every step of the way.
How invoice financing can improve your clients' cash flow
Help your clients unlock cash tied up in unpaid invoices with invoice financing.
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 firms: a practical guide
How to move beyond hourly billing and price your services based on the value you deliver.
8 best practices for document management in accounting
Proven strategies to organize, secure, and streamline your accounting documents.
How to set up automated accounts payable for your clients
A practical guide to implementing AP automation that saves time, cuts costs, and opens advisory opportunities.
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 get more value from your accounting software investments
Learn how to choose the right accounting software and get more from your investment.
4 client satisfaction metrics every accountant should track
Track the right metrics to strengthen client relationships and grow your practice.
Navigating the rules and regulations
Fraud prevention tips to share with your small business clients
Help your clients protect their business from fraud with practical, expert-backed advice.
International accounting standards: a guide to IFRS for US accountants
Help clients navigate IFRS compliance alongside US GAAP requirements.
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.
Minimizing risk and maximizing security
How to improve cybersecurity in your practice
This guide outlines how to create a cybersecurity plan for your practice.
How to simplify compliance and boost practice efficiency with Xero
Discover how Xero helps you streamline compliance, automate manual tasks, 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 streamlines compliance, scales with your practice, and supports your clients.
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 your clients move to cloud accounting
Helping clients move to cloud accounting strengthens your practice and your client relationships. With the right approach, you can turn what feels like a disruptive change into a smooth, rewarding transition for everyone involved. This guide walks you through practical strategies for assessing readiness, planning the migration, and supporting clients every step of the way.
CRM for accountants: how to strengthen client relationships
A CRM helps your accounting practice build stronger client relationships and win new business.
How AI is transforming accounting practices in 2026
Practical ways to bring AI into your accounting practice and shift toward 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.
Join the partner program today
Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows.