Market your accounting or bookkeeping practice

Attract clients who are looking to shift to the cloud. Retain clients with solutions that improve business processes.

List your practice on the Xero Advisor Directory

Once you've attained Xero Bronze partner status and above, you'll be eligible to list on the Xero Advisor Directory, so potential clients can find your practice more easily.

Download marketing resources

Resources to help you advertise your accounting and bookkeeping practice with Xero.

Introducing Xero to your clients

Communicate Xero’s features

Digital advertising for your practice

Marketing checklists

Marketing assets checklist

Uncover the marketing assets your practice has and build a baseline for future activities.

Marketing habits checklist

Develop consistent marketing habits for your practice, even around busy periods.

Website checklist

A website is a key marketing asset for every business. This checklist will help you benchmark your website against best practice websites.

Brand habits checklist

Branding helps you stand out in what is an undifferentiated market. This tool will help you identify what makes a great brand for your practice.

Profitable clients checklist

Identify and implement strategies to enhance your practices profitability.

Growth checklist

Drive your firm’s growth by setting tasks and benchmarks from developing new services to sales growth to increasing your margins.

Marketing guides, tools and templates

Grow your client base marketing track

Grow your client base by reaching out to your target audience. This track provides you with solid, practical advice you can use to engage and attract new clients.

Keep in touch with customers to drive leads

Ensure your existing customers come back to you by creating regular touchpoints through social media, personal communications, emails and other strategies .

Promote products and services using email

Learn how to use email to highlight your expertise, services, and encourage people to reach out to you.

Create expert content to grow your audience

Engage your clients and stand out from the crowd with content that highlights your expertise, builds relationships with your audience, and encourages them to keep you top of mind.

Using a niche to market more effectively

Explore the main reasons to focus on a niche when you go to market.

Build a database of marketing leads

Marketing your practice is easier to do if you have an on-going source of marketing leads you can reach out to. This guide explains what leads are and how to build your database.

Attract visitors to accounting websites

This guide explains how to drive more traffic to your website.

Turn website visitors into leads

Learn how you can convert more website ‘visitors’ into ‘leads’. Placeholder explanation

Find ideal clients with outbound marketing

Understand how effective outboard marketing (like paid advertisements online and in print, taking part in trade shows and seminars, calling potential clients etc) can bring new business back to your practice.

Get more referrals from clients

Develop an effective client referral strategy to keep a steady stream of new clients coming to your practice.

Successfully outsourcing your marketing

Working with an outside person or company to manage your marketing takes the pressure off you and puts it in the hands of the experts. Learn how this can benefit your practice.

Switch clients to Xero track overview

Get guidance on effectively encouraging your clients to switch from their current platforms or systems to Xero. This track helps you navigate that process and shows you how to eliminate barriers to switching.

Profitable clients track overview

Use these guides, tools and templates to market yourself more efficiently and effectively to your current clients.

Marketing scorecard

Assess the success of your marketing efforts with the Marketing Scorecard

Lead magnet - 7 steps to an effective business plan eBook

Social media toolkit

Build an online community with social media

Understand the benefits of social media, as well as how to choose which social media to use and what to post.

How to edit Canva templates for your business

Use Canva to build beautiful visuals for your practice.

What and when to post on social

Understand the three key types of content to post on social media and when to use each.

Campaign in a box

Use these resources to execute a simple step by step marketing campaign for your practice.

Email templates:

A series of template emails to help your practice easily communicate with your clients to promote your services, products, get referrals and more.

Hosting a client event

Branding and logos