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 can promote their value to clients
Practical ways to demonstrate your expertise and build stronger client relationships.
How to help clients move to cloud accounting
Your guide to moving clients to cloud accounting, from the first conversation through to full adoption.
How to use invoice financing to strengthen your clients' cash flow
A practical guide to advising clients on invoice financing options.
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 accountants and bookkeepers
How to price your services based on the value you deliver, not the hours you work.
8 best practices for document management in accounting
Practical strategies for organising, securing, and automating documents across your accounting practice.
Accounts payable automation: how to save time and reduce errors for your clients
A practical guide to automating accounts payable workflows so you can focus on advisory.
Growing your client base
Client satisfaction metrics for accountants: how to measure and improve
Track the right metrics to boost client loyalty, reduce churn, and grow your accounting practice.
Carbon accounting: a guide for UK accountants and bookkeepers
How to measure, report, and advise on carbon emissions under UK regulations.
How to price your MTD services for Making Tax Digital
Practical pricing strategies to help you charge what your MTD services are worth.
Navigating the rules and regulations
Fraud prevention tips for your small business clients
How to help clients build stronger fraud defences and protect their business from financial loss.
International accounting standards: a practical guide for UK practices
Stay ahead of IFRS changes and help your clients meet international reporting requirements.
Changes to company accounts filing requirements at Companies House
A guide to the latest Companies House filing reforms, what has changed, and how to prepare your practice.
Minimising risk and maximising security
Cybersecurity for accountants and bookkeepers: how to protect your practice and clients
How UK accounting practices can protect client data and strengthen cybersecurity resilience.
How to use Xero to simplify compliance and improve practice efficiency
Practical ways to streamline compliance workflows and free up time for advisory with Xero.
Blockchain in accounting: what it means for your practice
How blockchain is reshaping accounting workflows, auditing, and client advisory in the UK.
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 payroll software for your accounting practice
Find the right payroll software to streamline compliance, simplify multi-client management, and free up time for advisory work.
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
Your guide to moving clients to cloud accounting, from the first conversation through to full adoption.
CRM for accountants: how to choose the right tool for your practice
Find the right CRM to strengthen client relationships and grow your accounting practice.
AI in accounting: how to use it in your practice
How AI helps accountants and bookkeepers automate tasks, advise clients, and grow their practice.
 software for accountants - The definitive guide.1746998027962.png)
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 programme today
Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows.