6 January 2025

Revamping the Advisor Directory: XERO Bridges the Gap Between Accountants and Small Business Owners

By Ronald Smith

I have some exciting news to share! XERO, the innovative platform that connects accountants and small business clients, is giving its Advisor Directory a total makeover. This transformation aims to strengthen the bond between accountants and small business owners, ensuring a smooth and effective collaboration.

You might be wondering, what exactly is the Advisor Directory? Well, it’s a handy tool provided by XERO that helps small business owners find the perfect accountant to meet their specific needs. It’s like a matchmaking service, but for accountants and business owners!

I’m thrilled about this update because it will make the process of finding and connecting with an accountant even easier and more convenient. With the revamped Advisor Directory, you’ll be able to browse a wide range of accountants who specialize in the type of work you need assistance with. Whether it’s bookkeeping, tax preparation, or financial planning, you can find the right match for your business goals.

But that’s not all. The Advisor Directory will also showcase the skills, qualifications, and expertise of each accountant, giving you all the information you need to make an informed decision. You’ll have the opportunity to read reviews and testimonials from other small business owners who have worked with the accountants in the directory. This way, you can get a sense of their track record and reputation.

Once you’ve found your ideal accountant, you can easily connect with them through the Advisor Directory. You’ll be able to send direct messages, schedule appointments, and share important documents securely. Collaboration has never been so simple!

XERO recognizes the critical role accountants play in the success of small businesses. By refreshing the Advisor Directory, they aim to foster stronger relationships and facilitate a more efficient exchange of information. With this update, XERO is bringing accountants and small business clients closer together than ever before.

So, if you’re a small business owner in need of accounting support, look no further than XERO’s revamped Advisor Directory. With its user-friendly interface, comprehensive information, and seamless communication features, finding the perfect accountant has never been easier. Get ready to take your business to new heights with the help of XERO.

Revamping the Advisor Directory: XERO Bridges the Gap Between Accountants and Small Business Owners

I’m excited to share the news that Xero, a small business accounting and bookkeeping software company based in New Zealand, has just announced an exciting update to its Advisor Directory. This platform is specifically designed to help small business owners like you to easily find industry-specific financial guidance.

The new and improved Advisor Directory from Xero features enhanced technology and designs, making it even easier for you to find the financial and bookkeeping services you need. It also provides small businesses with better visibility, helping you attract more clients through the Directory.

At Xero, we understand how important it is for small businesses like yours to have access to reliable financial advice. That’s why we’ve made it a priority to create a platform that simplifies the process of finding the right advisor for your specific needs.

Whether you need assistance with managing your finances or help navigating the complexities of bookkeeping, the Xero Advisor Directory is here to help. We believe that every small business deserves the opportunity to thrive and succeed, and our platform aims to connect you with the expert guidance you need to achieve your goals.

Not only does the updated Advisor Directory offer an improved user experience, but it also provides small business owners with a valuable opportunity to showcase their services and capabilities. By increasing visibility through our platform, you can attract potential clients who are actively seeking the services you offer.

At Xero, we’re proud to be a global company with offices in Australia, the United Kingdom, and the United States. Since our inception, we’ve been committed to providing innovative solutions that empower small businesses to reach new heights. The updated Advisor Directory is just one example of how we’re continually evolving to better serve your needs.

We invite you to explore the enhanced Xero Advisor Directory and discover the financial and bookkeeping services that can take your small business to the next level. Together, we can make your entrepreneurial dreams a reality.

I’ve been really focused on making this happen as part of our replatforming effort for our partner program. My main goal is to create amazing experiences for small businesses when they are looking for advisors. I want them to be able to easily, confidently, and eagerly find the best advisors for their businesses, says Doug LaBahn, the Global VP Partner Marketing at Xero, in a blog post announcing the exciting changes to the Xero platform.

By utilizing the technical capabilities of the Xero platform, we can bring Xero advisors and small businesses together. And that’s exactly what we’re doing with the brand new Xero Advisor Directory, adds LaBahn in another related blog post that highlights the expansion of Xero’s partner program.

The Exciting Features of the New Xero Advisor Directory

Let me tell you about some of the amazing features of the new Xero Advisor Directory:

    I’m excited to tell you about some new features we’ve added to enhance your experience on our platform. With these updates, you’ll be able to create more impressive profile pages and showcase your certifications in a clearer way.

    Firstly, we’ve introduced new authoring and content capabilities. This means that our partners now have the ability to create richer profile pages that truly represent their expertise and skills.

    Additionally, we’ve implemented a better design that highlights individuals with certifications. This includes making the Certification badge more prominent, so it’s easier for others to see your qualifications.

    In order to help you find the right Xero advisors, we’ve improved our search filters. You can now sort your search results based on the number of certifications our partners have. This will make it easier for you to identify the most qualified advisors for your needs.

    Lastly, we’ve introduced new tagging capabilities. With this feature, partners can tag their clients’ industries, which will increase their visibility in search results. This not only helps partners stand out, but it also gives prospective clients more confidence in selecting an advisor who specializes in their specific industry.

    We’re constantly working to enhance your experience and provide you with the best possible service. These updates are designed to make it easier for you to connect with the right Xero Advisor and ensure a successful partnership.

    Are you a financial advisor, like an accountant or bookkeeper? Well, guess what! You can make your new Xero Advisor Directory practice profile totally unique and show off your expertise to potential small business clients. It’s super easy! Oh, and did I mention that a lot of these advisors are small businesses themselves? How cool is that?

    Get Ready to Boost Your Business with Xero’s New Advisor Directory

    Calling all accountants, bookkeepers, and other financial advisors! If you join the Advisor Directory, you’ll have the chance to connect with small business clients all around the world. They’ll be searching for advice on the directory based on industry, location, and more. Once you make that connection, you can provide bookkeeping help or even manage their accounts using the fantastic Xero application. It’s a win-win!

    I’m thrilled to share with you that Xero, a global company with over 717,000 subscribers, has seen tremendous success with their Advisor Directory. This directory has become an invaluable resource for Xero partners, generating a large number of client leads. It’s amazing to think that 89 percent of small businesses are now connecting with advisors through Xero, and 29 percent are utilizing apps within the Xero ecosystem. It’s truly an exciting time, as we believe there is so much more innovation on the horizon.

    Last year in August, Xero introduced the Advisor Directory with the aim of providing tailored financial services to small businesses. These services cover various areas such as loan applications, corporate planning, tax auditing, and payroll, among others. Since its launch, approximately 20,000 small businesses worldwide are now visiting the Advisor Directory every month. They are finding it to be a valuable tool for connecting directly with a Xero Partner or accessing partners’ websites.

    I’ve got some exciting news for you. So, listen up! The totally revamped Xero Advisor Directory platform will be available to you starting this November. Isn’t that cool?

    Oh, and guess what? If you’re a Bronze or above Xero Partner with at least one Xero-certified team member, you’re in luck! You’ll automatically get a full practice profile in the amazing Xero Advisor Directory. How awesome is that?