You’d rather every client was on Xero. Let’s convince them.
Social Broker writes and publishes your social media every week, in your brand, built to turn followers into clients. Add Xero client conversion and your feed starts selling your Xero setup work, so clients ask to move across before you have to bring it up.
50%Xero can refund half of the add-on through its Partner Marketing Fund. We write the proposal and put your claim together.
Know your cash position before the bank does
Your estimated tax shouldn’t be a surprise
Stop sending the “just following up” email
Hiring your first employee? Ask us these three things first
Harbor & Pine Accounting Most owners find out their cash position when the bank tells them. Here’s how we set up Xero so you see it first.
An example practice. Your logo, colors and real partner badge go here.
Every client on a different system costs you hours you can’t bill
A spreadsheet for one, a shoebox for another, desktop software for the client who’s always done it that way. You know the fix. The hard part is getting them to want it.
Clients rarely switch because you asked once. They switch when they’ve seen, week after week, how much easier their life could be – and when it’s their idea. Every one who does is setup work for you now and one less system to log into after.
Imagine opening one system and seeing every client’s numbers, live.
Social media for financial professionals, done properly
We’ve written content for mortgage brokers, financial advisers and accountants since 2020. You get a full month of posts that sound like you, look like you and go out without you lifting a finger.
Written to be chosen
Every post is built on the Decision Safety Map, our behavioral science framework for what makes people feel safe enough to choose a professional. It’s why our posts start conversations, not just collect likes.
In your design
Your logo, your colors and your own design theme on every post, so your feed looks like one practice, not a template library.
Published for you
LinkedIn, Facebook and Instagram, scheduled across the month. Approve posts one at a time in your portal, or switch on auto-publish and stop thinking about it.
Written for owners
Plain language about the things owners lie awake over – cash flow, tax, hiring, growth – so they see you as the person who’ll stop them getting it wrong.
Every post moves someone a step closer to choosing you
People don’t choose an accountant because of one clever post. They choose the one who’s made them feel safe for long enough. Everything we write is mapped to how that trust builds, from first noticing you to signing on.
See the full Decision Safety Map- Stay front of mind
Clients think of you first
Seeing you every week is why a client calls you about their new business idea, not their brother-in-law.
- Open advisory work
More than compliance
Posts on cash flow, pricing and growth show owners you can help them plan, not just file their taxes.
- Win referral partners
Brokers and advisers notice
The professionals who refer to you see a practice that looks after its clients, so you’re the name they pass on.
- Move to commitment
Consideration becomes a booking
Prospects who’ve watched you for months arrive ready to sign, not to shop around.
Xero client conversion add-on
Four posts a month, carrying your partner badge, that sell your Xero setup and conversion work – moving clients across, cleaning up their books and getting them reporting properly. They’re written on the Decision Safety Map like everything else, so they read as your expertise, not a software ad.
Xero pays back half of the add-on
Xero’s Partner Marketing Fund refunds 50% of approved co-branded marketing. The Xero client conversion add-on is built to qualify, so the posts that win you Xero setup work cost you half.
Who qualifies. Certified bronze, silver, gold and platinum Xero partners in the US and Canada.
How much. 50% back, up to US$2,000 each year from April 1 to March 31. Unused funds don’t roll over.
What we handle. The proposal for Xero’s pre-approval, the drafts they review, and a claim pack with invoices and proof of activity, ready for you to submit.
Work out your month
Choose your plan
The add-on comes to US$2,388 a year, so your refund is US$1,194 – inside Xero’s US$2,000 limit. Xero approves each activity and pays claims once they’re approved.
About ten minutes of your time, once
Add your brand
Choose your topics, upload your logo and your Xero partner badge, and connect your social profiles.
We get it approved
We send Xero the proposal and drafts for your add-on before anything goes out.
Your posts go live
Every week, in your design. Approve them in your portal or let them publish on their own.
Claim your refund
Well before Xero’s March deadline, we send your claim pack ready to submit.
Before you ask
Do I need the Xero add-on?
No. Every plan works on its own, whatever software you use. The add-on is for certified Xero partners who’d like more clients on Xero, and it’s the part Xero can refund.
Is Social Broker part of Xero?
No. We’re an independent content company for accountants, financial advisers and mortgage brokers. You use your own partner badge under Xero’s partner terms.
What if Xero doesn’t approve the activity?
You’ll know before anything goes out, because we ask Xero first. If it isn’t approved, you can keep the add-on at full price or drop it and keep your plan.
Can I change or skip a post?
Yes. Every post sits in your portal before its date. Edit the caption, skip it, or approve the whole month in one click.
I’m outside the US and Canada. Can I join?
Yes. Xero’s fund in your region may work differently, so we’ll check what applies to you before you start.
Let’s get your clients asking about Xero
Book a 20-minute call. We’ll show you a month of posts in your design and map out your Xero add-on, so you can see it before you commit to anything.