Xero in partnership with Salesforce

Getting organized for small business success with Xero and Salesforce

Did you know small businesses have a greater chance of surviving adversity if they work with an advisor? Xero and Salesforce are teaming up to help you find the best advisor for your business. Fill in our form and we'll find the accountant or bookkeeper that understands your business, and can help you get set up for success.

Find an advisor

We do the work for you

Finding an accountant or bookkeeper that’s the right fit for your business is essential, but sorting through lots of different advisors is time-consuming.

Let us do the work for you! All it takes is three simple steps:

Tell us about your business

Fill in the form below – the more information you give us, the better your matches will be.

Receive your matches

We’ll review your details and send you three personalized advisor matches, tailored to your business.

Make your choice

Review each match and see why they might be the right fit for your business. Then connect to your advisor matches.

Let’s find you an advisor

We’ll help you find the right advisor for your business.* The more information you provide, the better advisor matches we can make for you.

Thank you for submitting your request.

Our team is currently searching for your three matches that suit your business. We will be in touch shortly. 

If you need to contact our team, please reach out to advisor.connect@xero.com

Want to find an advisor yourself?

Check out the Xero advisor directory to find an advisor near you. Search by location, industry, Xero experience and more to find the advisor for your business.

Advisor directory

*Please note, Xero doesn't guarantee the service of any one advisor. We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself. Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application. Xero specialization means that some or all team members have completed several short learning modules to develop skills in that area. Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specializations are not employees of Xero.