Business Details
50+ Years
experience
Expert Chartered Accountants in Bournemouth
Carter & Coley, established in 1914, has dedicated over a century to delivering expert financial advice to small and medium-sized enterprises across Hampshire and Dorset. Our mission is to alleviate the burden of financial management and tax compliance, enabling business owners to focus on growth and innovation. With a team of experienced professionals, we offer tailored solutions in audit, accounting, tax planning, and corporate finance, combining traditional values with modern expertise. Our commitment to proactive client support has fostered long-term relationships, ensuring businesses navigate financial challenges with confidence. We pride ourselves on maintaining the highest standards of professionalism while adapting to evolving regulatory landscapes.Our local market knowledge and sector-specific expertise empower clients to make informed strategic decisions. By prioritising transparency and ethical practice, we aim to be the trusted partner businesses rely on for sustainable success. Our services extend beyond routine compliance, focusing on value creation through strategic financial planning. With a heritage spanning generations, we continue to innovate while upholding the principles that have defined our reputation. Our clients benefit from a collaborative approach that transforms financial complexities into opportunities for growth.
Services
Audit
Bookkeeping
Business Planning
Corporate Tax
Payroll Services
VAT Advisory
Company Formation
Financial Consultancy
Estate Planning
Retirement Strategies
Details
- Year established: 1914
Highlights and features
- We offer over 100 years of experience in accountancy and business advisory.
- Our team provides proactive financial strategies tailored to local market needs.
- We combine traditional values with modern expertise in tax and compliance.
- Our sector-specific knowledge benefits clients in construction, education, and hospitality.
- We prioritise long-term client relationships through transparent, ethical practices.
Services
Audit
We conduct comprehensive audits for businesses of all structures, ensuring accurate financial reporting and compliance with statutory requirements. Our audits identify operational weaknesses and provide actionable recommendations to enhance financial health. Clients benefit from professionally documented accounts that support future financing and strategic decision-making.
Bookkeeping
Our bookkeeping solutions maintain up-to-date financial records while offering management accounts for cashflow and profitability insights. We handle payroll, VAT returns, and bank reconciliations, allowing businesses to focus on core operations without compromising regulatory compliance.
Corporate Tax
We minimise corporate tax liabilities through strategic planning and optimised structuring. Services include compliance with self-assessment, industry-specific tax reliefs, and representation during HMRC disputes, ensuring businesses retain more of their hard-earned profits.
Business Planning
Our business planning services provide long-term strategic guidance to prevent rushed decisions and capacity issues. Leveraging local market expertise, we help clients develop actionable plans for sustainable growth and operational efficiency.
Payroll Services
We manage complex payroll administration, including PAYE, national insurance, and statutory payments. Our service ensures compliance with evolving employment laws while providing cost analyses and pension scheme administration for businesses of all sizes.
People
Andrew Clark
Director
Andrew Clark leads client advisory services at Carter & Coley, combining decades of experience in corporate finance and tax strategy. He specialises in supporting SMEs through growth phases and complex financial transitions.
Tony Cooke
Director
Tony Cooke oversees audit and compliance operations, ensuring rigorous adherence to accounting standards. His expertise in statutory reporting and risk management has strengthened client trust for over 25 years.
Questions
What sectors do you specialise in?
We focus on construction, academy schools, flat management, hotels and leisure, and retail sectors, offering tailored financial expertise.
How can you help new businesses?
We assist with business planning, company formation, tax registration, and cashflow projections to establish strong financial foundations.
Do you offer payroll services?
Yes, we provide comprehensive payroll administration including PAYE, national insurance, and statutory payments compliance.
Can you help with VAT compliance?
Our VAT services include registration, return preparation, scheme optimisation, and dispute resolution with HMRC.
What audit services do you provide?
We audit sole traders, partnerships, and limited companies, ensuring compliance and providing strategic financial insights.
How do you support business growth?
Through corporate finance advisory, tax planning, and proactive management accounts to inform strategic decisions.
