CBA Services Limited

Accountant · 45 East Street, Blandford Forum, England

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About us

CBA Services Limited offers friendly tax and accountancy advice. A bespoke service tailored to each client's needs at a realistic cost. We can personally visit clients in and around the area.

If you would like help in dealing with the complexities of HM Revenue & Customs or Companies House; or need assistance with your bookkeeping, accounts or tax return, then please give us a call and/or find more information about us at our website.

Affiliations

Association of Accounting Technicians (UK)
Association of Taxation Technicians
International Association of Bookkeepers

Meet the team

CBA Services Limited advisors: 12 - Xero certifications: 10

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Catherine Chapman

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Richard Howlett

Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Professional services

Has training and expertise in advising on apps for professional services firms.
Making Tax Digital VAT Ready

Has training and expertise in helping UK businesses meet the HMRC requirements for Making Tax Digital for VAT.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Xero Migration

Has training and expertise in switching clients to Xero.
3 years Xerocon attendance

CBA Services Limited: Bank experience

Clients of CBA Services Limited connect to a range of banks via Xero. CBA Services Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Barclays Business (UK)
HSBC Business (UK)
Lloyds Business (UK)
Monzo Business
NatWest
PayPal
Santander (UK)
Starling Bank
Stripe
Tide
Virgin Money (UK)

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CBA Services Limited: Industry experience

CBA Services Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
E-commerce
Education
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage

CBA Services Limited : App experience

CBA Services Limited serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

Find us

CBA Services Limited has offices in 4 locations

Blandford Forum: 45 East Street, Blandford Forum, DT11 7DX, England; +44 01258840306

Wimborne: Wimborne, Wimborne, BH21, England; +44 01258840306

Salisbury: Salisbury, Salisbury, England; +44 01258840306

Shaftesbury: Shaftesbury, Shaftesbury, SP7, England; +44 01258 840306

New to Xero? CBA Services Limited can help

Xero is beautiful online accounting software for smaller businesses. CBA Services Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

4 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2015

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

CBA Services Limited

Making Tax Digital VAT Re…

Xero Migration

Gold champion partner

Partner since 2015

Xero payroll certified

Xero advisor certified