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Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

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Discover how the new Xero Marketing Playbook from CountingWorks PRO helps firms attract clients, upsell services, and dominate local niches with personalized, AI-optimized content.

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Webinar Series

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Tactical Tuesday

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Already a Client and Have Questions?

Send Us an Email to help@countingworkspro.com

Or call our team at 1-800-442-2477.

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Webinar Series

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Guide

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Marketing & Client Acquisition

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

September 9, 2025
/
10
min read
Lee Reams
CEO | CountingWorks PRO

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Marketing & Client Acquisition

Xero Marketing on Autopilot: How Accounting Firms Can Attract More Clients with Our Done-for-You Playbook

Tuesday, September 9, 2025

September 9, 2025
/
10
min read
Lee Reams
CEO | CountingWorks PRO

If you’re an accounting firm or bookkeeper who loves Xero but hates marketing? This is your moment.

Because marketing your Xero services just got ridiculously easier.

We’ve taken our agency-level campaigns — the kind usually reserved for big-budget firms — and distilled them into a done-for-you Xero Marketing Playbook that runs inside your CountingWorks PRO subscription.

Think: a steady stream of blogs, upsell emails, social media posts, and newsletter articles — all versioned, personalized, and optimized for both organic and AI search.

This isn’t cookie-cutter content. It’s unique, localized, and tailored to your exact market.

Why This Playbook Changes the Game

Here’s what makes it different:

  • Localized Funnels: Each playbook is customized to your geography and niche, so you’re not blending into the crowd — you’re standing out.
  • SEO + AI Optimized: Every piece is designed to rank in Google and surface in AI-driven search results. That means long-tail leads and better visibility.
  • Upsell Engine: Your existing clients see content that naturally leads them toward higher-value services. No awkward sales calls.
  • Agency-Level Quality: This is content written by experts, not AI blurbs or templates you need to rework.

In short: It’s like flipping a switch and suddenly having an entire marketing department that knows Xero inside out.

Automated blog posts to appeal to your market and showcase your Xero expertise

The Opportunity for Xero Firms

Xero has built one of the most loyal small-business communities on the planet. Business owners trust the brand — which means they’re actively looking for Xero-focused advisors to help them grow.

But here’s the gap: most firms aren’t marketing those services well. They mention “Xero” on their website and hope the right client stumbles across it.

That’s not enough.

With our playbook, you’ll have a proven, structured funnel that attracts Xero users, educates them, and turns them into paying clients.

And if you’re already running Xero engagements? You’ll now have built-in upsells — from setup to advisory — that boost revenue without adding hours to your week.

Xero Marketing on Autopilot

With CountingWorks PRO, your Xero Playbook lives right inside your subscription. You don’t download, edit, or guess.

It’s delivered as a stream of fresh content that flows into your marketing channels — automatically.

  • Blog posts optimized for your firm’s market
  • Email campaigns that upsell your services
  • Social posts that grab attention in your community
  • Newsletter articles that prove your expertise

Each one is unique to you. No duplicate content penalties, no AI fluff.

Just pure visibility, credibility, and client growth.

Promote your services and highlight the importance of Xero to your targeted audience

Final Word

If you’ve ever wanted to stand out as the go-to Xero expert in your market, this is how you do it.

The firms that win in the next five years will be the ones that master visibility — not the ones who simply “do good work” and wait.

The Xero Marketing Playbook gives you that visibility on autopilot.

👉 Ready to dominate your market with Xero marketing that runs itself? Get started with CountingWorks PRO today.

Disclaimer

This playbook is designed to help accounting firms and bookkeepers promote their own services in connection with Xero. CountingWorks, Inc. is not affiliated with, endorsed by, or sponsored by Xero Limited. “Xero” is a registered trademark of Xero Limited.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
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