CBA Services Limited

Accountant · 45 East Street, Blandford Forum, England

  • Xero Migration

    Specialist

    Xero Migration
  • Making Tax Digital Ready

    Specialist

    Making Tax Digital Ready
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2015

    Experience

    Partner since 2015
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

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: 8 - Xero certifications: 10

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

Catherine Chapman

Director

Profile image for Catherine  Chapman
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Richard Howlett

Accountant

Profile image for Richard Howlett
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • 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.
  • Making Tax Digital Ready
    Has training and expertise in helping UK businesses meet the HMRC requirements for making tax digital.
  • 2 years Xerocon attendance

Kay Baxter

Profile image for Kay Baxter
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Nathan Brook

Profile image for Nathan Brook
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

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)
  • Lloyds Personal (UK)
  • NatWest
  • PayPal
  • Santander (UK)
  • Starling Bank
  • Tide

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


  • Professional services

    Specialist

    Professional services
  • Trade & construction

    Specialist

    Trade & construction
  • Retail & ecommerce

    Specialist

    Retail & ecommerce

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • 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 3 different apps 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.

  • 2 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.