Business Details
50+ Years
experience
Trusted Chartered Accountants in Bournemouth
Established in 1914, Carter & Coley has over a century of experience delivering tailored financial solutions to small and medium-sized enterprises across Hampshire and Dorset. Our team of chartered accountants specialises in audit, corporate tax planning, payroll management, and business advisory services, enabling entrepreneurs to focus on growth while we handle complex financial obligations. With two directors overseeing 15 dedicated professionals, we combine local expertise with comprehensive resources to ensure compliance, optimise profitability, and provide proactive strategic guidance.Our commitment to long-term client relationships is reflected in our holistic approach to financial management, spanning business formation, cashflow forecasting, and succession planning. By maintaining statutory compliance and offering sector-specific insights for industries including construction, retail, and education, we empower businesses to navigate regulatory challenges and achieve sustainable success.
Services
Audit
Bookkeeping
Business Planning
Corporate Tax
Payroll
VAT Services
Estate Planning
Company Formation
Financial Advisory
Payroll Administration
Details
- Year established: 1914
Highlights and features
- We offer over 100 years of experience in chartered accountancy services.
- Our team provides proactive financial advice tailored to local business needs.
- We deliver comprehensive compliance solutions for HMRC and statutory requirements.
- Our sector-specific expertise covers construction, retail, and education industries.
- We maintain long-term client relationships through transparent, personalised support.
Services
Audit
We prepare and conduct audits for sole traders, partnerships, and limited companies. Our services ensure accurate financial reporting, identify business weaknesses, and enhance compliance with statutory requirements. Clients receive professionally documented accounts to support finance applications and regulatory submissions.
Bookkeeping
We manage bookkeeping and accounting procedures, including cashflow tracking, VAT returns, and payroll administration. Our services ensure statutory compliance while providing regular management accounts to monitor profitability, customer activity, and budget performance for informed business decisions.
Corporate Tax Planning
Our corporate tax services minimise tax exposure through strategic planning, reliefs, and industry-specific opportunities. We handle compliance reporting, self-assessment filings, and negotiations with tax authorities to reduce liabilities and improve post-tax profits for businesses.
Payroll
We administer payroll processes including PAYE, national insurance, and statutory payments. Our services cover payslip generation, year-end returns, pension scheme administration, and compliance with employment legislation to ensure accurate and timely employee payments.
Business Startup
We assist entrepreneurs with business planning, legal structure selection, and company formation. Our support includes cashflow projections, finance applications, and compliance setup to establish new ventures on a solid financial foundation while ensuring regulatory adherence.
People
Andrew Clark
Director
Andrew Clark oversees strategic accounting services at Carter & Coley. With extensive experience in financial advisory, he specialises in guiding SMEs through tax compliance, business planning, and sector-specific financial challenges to ensure long-term growth.
Tony Cooke
Director
Tony Cooke leads audit and compliance operations at Carter & Coley. His expertise in statutory reporting and corporate finance helps businesses maintain regulatory standards while optimising financial performance through tailored advisory solutions.
Questions
What accounting services do you offer for SMEs?
We provide audit, bookkeeping, payroll, VAT, and corporate tax planning services tailored to small and medium businesses in Hampshire and Dorset.
How can you help with business startup requirements?
We assist with business planning, legal structure selection, company formation, and finance applications to establish new ventures on a solid financial foundation.
Do you offer sector-specific accounting expertise?
Yes, we provide tailored financial solutions for construction, retail, education, and flat management sectors, addressing industry-specific compliance and growth challenges.
How do you ensure tax compliance for businesses?
We handle corporate tax planning, self-assessment filings, and negotiations with HMRC to ensure compliance while minimising tax liabilities through strategic reliefs.
What payroll services do you provide?
We manage PAYE, national insurance, statutory payments, and year-end returns while ensuring compliance with employment legislation and providing accurate employee payment processing.
Reviews (2)
Karl
Jan 04, 2021
Report
I changed to Carter Coley this year having had a nightmare with a previous accountant. I am glad I did as they did what they said for the price they quoted, they were professional and quick. It appears to be a rare thing to find professionals who do this these days. Thanks
Richard Jackson
Dec 26, 2019
Report
Great service and very knowledgable. Andrew Clark deals with our account and has been really helpful.
