Lewis Ballard

Accountant · Celtic House, Caxton House, Pentwyn, Cardiff

  • Making Tax Digital Ready

    Specialist

    Making Tax Digital Ready 
  • Xero Migration

    Specialist

    Xero Migration 
  • Platinum champion partner

    Partner status

    Platinum champion partner 
  • Partner since 2015

    Experience

    Partner since 2015 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

We're a lively, friendly, energetic team of Chartered Accountants, Business Momentum Consultants & Tax Advisers. Named both the UK's Most Inspiring & the UK's Most Innovative Accountants for our cutting-edge, yet down to earth approach. We use only the best technology to bring you valuable, meaningful, up to date advice on how you are doing & what to do next. Making timely decisions that put you firmly in the driving seat ahead of competitors. Our experts help you Build a Brilliant Business,structured to bring the rewards your hard-work deserves, with time to enjoy it & the security of a prosperous future. With 30+ years of expertise, advising all business types & an abundance of specialist knowledge in the Dental and Healthcare industry, we have the tools,skills & dedication to ensure you reach your goals.

Affiliations

  • Association of Chartered Certified Accountants
  • Chartered Institute of Taxation
  • Association of Accounting Technicians (UK)

Meet the team

Lewis Ballard advisors: 22 - Xero certifications: 20

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

Samantha Howells

Operations Manager

Profile image for Samantha Howells
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 1 year Xerocon attendance

Lewis Ballard: Bank experience

Clients of Lewis Ballard connect to a range of banks via Xero. Lewis Ballard 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 


  • RBS
  • Barclays
  • Santander
  • NatWest
  • PayPal
  • Metro Bank
  • HSBC

Lewis Ballard: Industry experience

Lewis Ballard 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
  • Administration and support services
  • Arts and recreation
  • Construction and trades
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Wholesale

Lewis Ballard : App experience

Lewis Ballard serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

Find us

Lewis Ballard has an office in 1 location

Cardiff

Celtic House, Caxton House, Pentwyn, Cardiff, CF23 8HA

+44 02920735502

New to Xero? Lewis Ballard can help

Xero is beautiful online accounting software for smaller businesses. Lewis Ballard can help make your switch as smooth as possible.

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

  • 1 Year 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

Awards

  • 100% Xero Award 2018 UK
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.