Case Study: H&R Block franchise grows to 500+ small‑business clients and streamlines bookkeeping with Xero

H&R Block - Customer Case Study

Nury Saenz is a Xero‑certified bookkeeper and H&R Block franchise owner in San Diego who built her practice from one client to more than 500 small businesses over 21 years. Her challenge was managing growing client volume while removing the stress of paperwork, maintaining regular advisory relationships, and giving back to her community — including supporting military personnel starting new businesses.

Nury combined regular tax workshops and ongoing client conversations with Xero’s automated tools — bank reconciliation, cash coding and a user‑friendly dashboard — to streamline workflows. The result: significant time savings, more client‑facing advisory work, reduced bookkeeping headaches, scalable growth and deeper community impact, celebrated at events like Xerocon.

H&R Block

Nury Saenz

Owner