Get future-ready with Modern Practice Playbook
This playbook combines data with real stories and tips to guide accountants and bookkeepers on building agile, scalable practices. Across four chapters – firm structure, AI, services and pricing – it reveals what top-performers are doing differently and where they're pointing the profession.
Exploring what sets top practices apart
Top-performing practices are redesigning elements of their entire operations to unlock the full value of AI and advisory.
AI powers productivity, saving time and money
AI tools save practices one day per week. While top performers experience money savings of $231,000 per year.
Advisory is where the profit lives
Advisory offers one of the highest service profit margins (51.2%), yet just over half of practices provide it.
Top performers charge with confidence
Charging up to ⅓ more for the same work. Opportunity lies in moving up the ladder to value-based models.
Your playbook starts here
Data tells you where the profession stands today. The people in these pages show you what's possible next. Download your copy.
You get to determine what’s next
“My hope is that you'll recognize something of your own practice in the stories in this playbook – and come away with the conviction to make your next move.”
Matan Bar, US CEO, Xero
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Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.