Business Details
Trusted Chartered Accountants in Caterham
Established over 30 years ago, Sargent & Co & Co is a respected chartered accountancy practice based in Caterham, Surrey. Our team of qualified professionals brings 40 years of combined experience in accounting, auditing, and taxation, serving individuals, small businesses, and charities. We specialise in business advisory services, taxation compliance, and general accounting, with particular expertise in the charity sector, property industry, and high-wealth individual taxation. Our approach combines technical excellence with a friendly, client-focused ethos, ensuring tailored solutions that meet statutory obligations while enhancing business operations. We prioritise long-term relationships built on trust, reliability, and a deep understanding of our clients' unique financial needs.Our services are designed to simplify complex accounting processes, offering cost-effective support that transforms compliance into a hassle-free experience. Located near Croydon with easy M25 access, we provide accessible expertise to clients across Surrey and beyond. Our commitment to professional standards is evidenced by our registration with The Institute of Chartered Accountants in England and Wales. We differentiate ourselves through bespoke service delivery, combining traditional accounting excellence with innovative strategies to deliver exceptional value. Our team's extensive experience in both private sector and charity accounting ensures clients receive practical, forward-thinking financial guidance.
Services
Business Advisory
Taxation Services
General Accounting
Charity Accounting
Tax Planning
Highlights and features
- 40 years of experience working with charities, SMEs, and high-wealth individuals
- Bespoke accounting solutions tailored to specific client requirements
- Certified chartered accountants with specialist charity sector expertise
- Proven track record in simplifying complex taxation compliance processes
- Client-focused approach with long-term relationship-building ethos
Associations and certifications
- The Institute of Chartered Accountants in England and Wales
Services
Business Advisory
Our business advisory services provide strategic financial guidance tailored to SMEs and owner-managed businesses. We help clients optimise financial operations, improve cash flow management, and develop growth strategies. With sector-specific expertise in property and charity accounting, we deliver practical solutions that align with regulatory requirements and business objectives.
Taxation Services
Comprehensive taxation services covering personal and corporate tax compliance, VAT returns, and PAYE schemes. We specialise in complex tax planning for high-wealth individuals and businesses, ensuring regulatory compliance while identifying legitimate tax efficiency opportunities. Our proactive approach minimises tax liabilities within HMRC guidelines.
General Accounting
End-to-end accounting solutions including bookkeeping, financial statement preparation, and management reporting. We handle day-to-day financial transactions for businesses of all sizes, providing accurate, timely financial information to support informed decision-making. Our systems integrate seamlessly with client operations for maximum efficiency.
Charity Accounting
Specialist accounting services for charities and not-for-profit organisations. We manage charity-specific reporting requirements, grant compliance, and fund accounting. Our team understands the unique financial challenges facing charitable organisations, providing tailored solutions that ensure regulatory compliance while supporting mission-driven objectives.
Tax Planning
Proactive tax planning services designed to optimise tax positions for individuals and businesses. We provide expert guidance on capital gains tax, inheritance tax, and corporate tax structuring. Our strategic approach balances compliance with tax efficiency, helping clients achieve long-term financial objectives while minimising tax exposure.
People
Alison Sargent
Founder
Qualified chartered accountant with over 30 years' experience in accounting, auditing and taxation. Specialist expertise in charity sector accounting and high-wealth individual taxation. Established Sargent & Co & Co in 1990, building a reputation for technical excellence and client-focused service.
Kiran Dower
Senior Accountant
Certified accountant with 25 years' private sector experience before joining Sargent & Co & Co in 2012. Specialist in business accounting systems and corporate tax compliance. Provides expert financial guidance to SME clients across multiple industry sectors.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial reporting, payroll processing, and cash flow management tailored to SMEs' specific needs.
Do you specialise in charity accounting?
Yes, we have specialist expertise in charity accounting, handling fund accounting, grant compliance, and charity-specific reporting requirements.
How do you support high-wealth individuals with tax planning?
We offer tailored tax planning strategies for high-wealth individuals, focusing on inheritance tax mitigation, capital gains tax planning, and offshore asset structuring.
What areas do you cover from your Caterham office?
We serve clients across Surrey, Croydon, and the M25 corridor, with easy accessibility from central London and surrounding counties.
How do you ensure compliance with tax regulations?
Our team maintains up-to-date knowledge of HMRC requirements and implements robust compliance systems tailored to each client's specific obligations.
What makes Sargent & Co & Co & Co different from other accountants?
We combine technical excellence with a personal service approach, offering bespoke solutions informed by 40 years' experience in diverse sectors.
