Xero: The platform for practice growth and advisory
Grow your practice and unlock new revenue streams with Xero. We’re committed to helping your firm succeed with solutions that make advisory services easier. And with Syft’s advanced reporting and insights, you can deliver deeper analysis and guidance to help your clients achieve their goals.
Advisory services made easy
Scale your advisory services with Xero and Syft. Simplify workflows and gain powerful insights to position your practice for long-term success.
Deliver deeper client insights
With Xero, go beyond the numbers to provide insights that shape clients' decisions and drive business success.
Unlock higher growth potential
Firms offering advisory grow 17% faster*— go beyond compliance work, in a repeatable and scalable way.
Build stronger client relationships
Focus less on tasks, more on trust—advisory builds stronger client bonds and boosts long-term loyalty.
Future-proof your practice
As tech automates tasks, advisory keeps your firm relevant—offer the strategic guidance tech can’t replace.
Syft Analytics: The advisor’s advantage
Elevate client services with Syft Analytics, now included with certain Xero plans. Generate actionable insights faster through automated management reporting, consolidations, forecasting and benchmarking.
- Automate repeatable tasks and reporting with AI-powered insights, freeing you to focus on strategy.
- Empower staff with tools to track, benchmark, and forecast client performance for smarter decisions.
- Connect data and people in real time to cut admin, share live reports, and deliver compelling advice.
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Content to level up your advisory capability
Xero is here to help, no matter your experience level. Explore free resources below for helpful tips and steps to get you to the next level.
Grow without adding new clients
Discover how firms expanded their service offerings and boosted revenue with their existing client base.
How to win new clients when you hate to sell
Learn how offering genuine value and building trust can be a powerful client acquisition tool.
What advisory model is best for our practice?
Explore service models and billing strategies to structure client offerings that both resonate and drive revenue.
Already advising? You should charge for it
Learn why clients place greater value on paid advice, and the importance of charging for your expertise.
Tailored advisory for 10 business sectors
Dive into 10 small business industries and the tailored advisory services each would benefit from.
6 areas clients urgently need your advice
Discover small business pain points where your advisory expertise can deliver real value and build trust.
Accelerating Advisory with AI (a Syft Masterclass)
Learn how to use AI to deliver insights fast, providing smarter, quicker advisory to business owners (CPD eligible).
How Xero helps
From automation to connected tools and expert support, discover how Xero helps you become an advisory powerhouse.
Xero supports you every step of the way
From automating tasks to expanding advisory services to accessing a network of peers, Xero is here to support your firm.
Automation tools to free you from manual work
Take back time so you can focus on expanding your services and becoming an advisory powerhouse with Xero.
A platform that integrates your app stack
Tired of juggling disconnected software? Keep your tools and team connected with Xero and eliminate data headaches.
2025 State of the Industry Report
Get a pulse on the US's 2025 accounting and bookkeeping landscape. Uncover industry shifts, explore cloud-software benefits, and gather crucial insights to navigate the challenges and opportunities defining today’s advisory world for your practice.
- Practice growth showcases industry resilience
- Advisory services strengthen client trust
- Cloud adoption empowers practices
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.
* Findings and insights from CPA.com advisory service benchmark report