Business Details
35 Years
experience
Trusted Chartered Accountants in Epsom
Established in 1991, CWM Chartered Accountants has built a reputation for delivering expert accounting and advisory services tailored to the unique needs of businesses and individuals. Our team combines decades of professional experience with cutting-edge technology to provide efficient, client-focused solutions. We prioritise understanding each client's operational and financial goals, ensuring our advice adds tangible value. With accreditations from the Institute of Chartered Accountants in England and Wales (ICAEW), we maintain the highest standards of professionalism and technical expertise.Our commitment to personalised service means clients work directly with experienced professionals who take responsibility for their financial success. By embracing digital innovation, we streamline processes like document management and real-time accounting, enabling clients to focus on growth while we handle compliance complexities. This approach has earned long-term partnerships with businesses ranging from startups to established corporations across diverse sectors.
Services
Accounts
Auditing
Bookkeeping
CIS
Company Secretarial
Corporate Tax
Online Software
Personal Tax
Probate Work
Start Ups
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience in chartered accountancy services.
- Our team holds ICAEW accreditations for audit and probate work.
- We provide technology-driven solutions for real-time financial management.
- Personalised service from dedicated professionals who understand your business.
- Proven track record supporting startups to established corporations.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
Fantastic online accounting software
Vital component for our business
Expertly managed over 20 years
Streamline company for profitability
Fresh and up-to-date approach
Services
Accounts Preparation
We prepare statutory accounts for limited companies, ensuring compliance with Companies House and HMRC requirements. Our service includes balance sheet, profit and loss statements, and detailed financial notes. Clients receive clear explanations of their financial position alongside regulatory filings.
Audit Services
As ICAEW-registered auditors, we conduct independent examinations of financial statements. Our audits meet UK GAAP standards and provide stakeholders with assurance about financial accuracy and internal controls for companies requiring statutory audits.
Bookkeeping
We manage complete bookkeeping solutions from daily transaction recording to monthly management accounts. Using cloud software, we ensure accurate VAT returns, bank reconciliations, and real-time financial tracking tailored to business size and complexity.
Company Secretarial
We maintain statutory records, file annual returns, and manage Companies House submissions. Our service includes registered office provision, director responsibilities guidance, and compliance support for limited companies and LLPs.
Online Software
Our cloud-based solutions include Xero and Kashflow integration for real-time accounting. Features cover invoice creation, expense tracking, payroll processing, and secure document sharing through 24/7 accessible portals with electronic signature capabilities.
People
Mark Cooper
Principal
FCA-qualified accountant with over 30 years' experience leading audit and advisory services. Specialises in corporate compliance and strategic financial planning for SMEs and startups.
Hazel Smith
Senior Accountant
Experienced in tax compliance and personal financial planning. Provides tailored advice on inheritance tax strategies and probate services to private clients and business owners.
Rhys Smith
Audit Manager
ICAEW-accredited auditor specialising in statutory audits for mid-sized businesses. Ensures financial statements meet regulatory standards while identifying operational efficiency improvements.
Tom Higgs
Tax Specialist
Corporate tax expert advising on compliance, planning, and HMRC investigations. Helps businesses optimise tax positions while maintaining regulatory adherence.
Questions
What accounting services do you offer?
We provide accounts preparation, auditing, bookkeeping, corporate tax planning, company secretarial services, and specialist support for startups.
Are you accredited by professional bodies?
Yes, we're registered with ICAEW for audit work and non-contentious probate services in England and Wales.
How do your online accounting tools work?
Our cloud-based software enables real-time financial tracking, document sharing, and electronic signatures for seamless collaboration.
Do you support businesses outside Surrey?
Yes, our technology allows us to serve clients nationwide while maintaining local expertise in the Surrey/London area.
What experience do you have with startups?
We offer complete startup support including company formation, payroll setup, and VAT registration with tailored financial advice.
Reviews (1)
FourSeasonsWealth
Jun 13, 2021
Report
I have been a client of CWM for over ten years. Mark takes care of my tax planning and accountancy needs, leaving me to focus on my clients. He's both friendly and professional. I would not hesitate to recommend him and CWM to anyone. In fact, I have many a times and the feedback has been excellent.
