
Partner status
Silver champion partner
Experience
Partner since 2013
Certification
Xero advisor certified
About us
At David Marshall Associates, we’ve been working with business owners and private clients for over 25 years. Our focus is consistant – ensuring that all your accountancy and tax affairs are properly managed around your business and personal needs, at all times and in all circumstances to your best advantage. It’s about creating relationships for your long term benefit.
Any business should be built around the customer. DMA is founded on this principle. This is one of the reasons why we retain 97% of our clients. From the start we listen to you, understand your needs and tailor our services to help you reach your business objectives. We develop a cost-effective service plan, agree this with you at the start and regularly review it, to ensure that you meet your identified goals.
David Marshall Associates: Bank experience
Clients of David Marshall Associates connect to a range of banks via Xero. David Marshall Associates 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
- HSBC Business (UK)
- Royal Bank of Scotland (RBS)
- Santander (UK)
David Marshall Associates: Industry experience
David Marshall Associates 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.
Industries Served
- Accommodation and hospitality
- Professional services
- Real estate and hiring services
David Marshall Associates : App experience
David Marshall Associates serves clients who use 1 different app that connect and integrate with Xero.
Find us
David Marshall Associates has an office in 1 location
- Edinburgh
Canning Street, Edinburgh, EH3 8EG
New to Xero? David Marshall Associates can help
Xero is beautiful online accounting software for smaller businesses. David Marshall Associates can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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Partner since 2013
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.