Put your practice in the spotlight: optimize your advisor directory listing

Get in front of the thousands of businesses globally who search the Xero advisor directory each month

1. How to get listed


Xero advisor directory profiles are set up in Xero HQ. In order to be eligible for a listing in the Xero advisor directory and keep it active, you'll need to make sure your practice maintains Xero bronze partner status or above and has at least one Xero-certified staff member.

2. Shine a brighter light on your listing


Our top tips for showing higher up in the directory

  • In your clients' organization settings, geotag all locations by selecting the location from the list that displays as you type. The tagging influences the search results. 
  • In Xero HQ Explorer, tag all of your clients with their industry code. These tags also influence the search results. 
  • Include the geotagged address and contact details for all of your office locations – there’s space for up to ten.
  • Work towards a higher partner level – from bronze to silver, gold or platinum – and aim for Xero champion status.
  • Fill in all the details requested in Xero HQ so we can better match your practice with potential clients.
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How the search works

When a business looks up the advisor directory, they can say what industry they’re in and where they’re located. Even if nothing is entered, the advisor directory recognizes where the business is searching from. The results show Xero partners located in the area or who have clients there.

How the search results display

The results list shows advisors with the industry experience and location that best match the search criteria entered by the business owner.  

Those who have the strongest industry and location match are displayed at the top of the list, ranked according to their partner points. If two or more practices are otherwise identical, then Xero champions are displayed first, ordered by partner status (platinum, gold, silver then bronze).

3. Be seen, be different


Stand out in the crowd

Our research findings show that a clear concise description can set you apart from the rest. Your listing needs to be brief – no more than 820 characters – so make the most of it. Be conversational, express the character and personality of your practice, and highlight what you offer that’s special. Check out our guide to writing a practice profile that works.

stand out

Pick the right pictures

Add a high-quality image of your logo and adjust the size in Xero HQ so it stands out but doesn’t dominate. Include professional quality staff headshots that are a good likeness with a friendly expression. Crop photos so the head and shoulders fill most of the frame. A simple background and solid color clothes are best.

For optimum results, we recommend using  520px by 520px square images in PNG or JPEG format. Note that your Xero partner status badges are automatically displayed. 

best images

Make the most of your partner status

With each partner status, come partner rewards. The more points you earn, the higher you feature in search results. If you become a Xero champion you’ll unlock even more exposure, including higher placement and a premium listing that can include a video.

partner status

Boost your profile with social media

Add links from your listing to your other social media channels to promote your practice even more widely. For optimum results, we recommend using a 520px by 520px square image in PNG or JPEG format.

social

Ready? Get set and go

When you’re ready, jump into Xero HQ to set up or update your listing.

If you haven't already created a listing, Xero HQ will walk you through the process.

Setting up a listing

Read help guide

Making the most of your listing

Read help guide

Writing a practice profile that works

Read the guide

Which listings get the referrals

View research results
ecosystem

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Xero partner products | Xero partner program | Xero advisor directory