Accountant and bookkeeper resources

These guides, reports, books and playbooks bring together a wealth of knowledge and ideas for running your accounting or bookkeeping business and advising your clients.

Move clients on to Xero

Visit our client migration centre to find the best ways to convert your clients’ accounts into Xero and get expert advice from our Partner Services team.

Start migrating

How to change your practice management software

Get the guide to managing the transition when you change to Xero Practice Manager so it doesn't feel like a leap into the great unknown.

Read guide

Cash Flow Resource Centre

Get the tools you need to nurture healthy cash flow for your clients and learn about the right apps to use and how to promote yourself as an expert advisor.

Learn more

Pacesetter books and guides

Find out how accountants and bookkeepers from around the world use cloud accounting to power their practice and expand their advisory offerings in The Pacesetter series from Xero.

The Pacesetters / The Pacesetters: Advisory

Special reports: what clients think

Discover what clients really think and say about their accountants, and learn why the younger generation of business entrepreneurs are dissatisfied with their accountant or bookkeeper.

Client experience: The key to practice growth
Young entrepreneurs: The future of practice growth


Practice success stories

Accountants and bookkeepers share their challenges, learnings and triumphs on the way to success.

Accountant and bookkeeper stories: Xero partners share the ups and downs of their lives and careers.

Practice case studies: See how accounting and bookkeeping firms are using Xero practice products and tools.


Making Tax Digital resources

Our Making Tax Digital resource centre is packed with free guides, toolkits and updates to help you and your clients become compliant.

View resource centre

App advisory playbooks

800+ apps connect to Xero and help make the different parts of your clients' businesses work together more efficiently. Here's how to recommend the right ones to your clients.

View the playbooks

Digital or die report

Uncover the facts about why it’s now or never for UK accountants and bookkeepers.

“45% of advisors believe practices need to go digital to survive.”
– Digital or Die report

View the report
digital or die report

Accountant and bookkeeper guides

Get advice, tips and information on business management, marketing your services, and building great client relationships.


10 ways your firm can find new clients
Marketing • 7 min read

How to become a virtual CFO
Business management • 8 min read

Get into freelance accounting with these 8 tips
Cloud accounting • 5 min read

How to fire a difficult client
Business management • 6 min read

Bundling services to maximise accounting profitability
Cloud accounting • 8 min read

7 accounting apps that will make your clients love you
Cloud accounting • 5 min read

View over 60 guides

Find out what kind of marketing you can do, when to do it, and how.
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Cloud accounting

See how to drive profitability, revenue growth, and keep your clients happy.
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Business management

Get tips and tricks on running a successful firm or practice. 
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Help your clients streamline paying employees and sidestep the payroll pitfalls.
View guides