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For Accountants & Bookkeepers
 

Carter & Co Consultancy works alongside selected accounting and bookkeeping firms to provide structured business performance reviews for their clients.

We do not offer tax, compliance or audit services - Our role is purely complementary.

While you oversee financial reporting and regulatory obligations, we assess the wider marketing, media, AI Optimisation, Competitiveness and operational growth picture — including media effectiveness, scalability, operational structure and strategic risk.

This enables your clients to receive broader performance insight without increasing your internal workload.
 

How the Partnership Works
 

Where appropriate, partner firms may introduce Carter & Co Consultancy to clients who would benefit from an independent performance review.

In return, we operate a clear and transparent revenue-sharing arrangement for referred engagements.

There is no additional delivery burden placed on your team.

Our objective is simple:

• Strengthen your client relationships
• Provide added strategic value
• Maintain professional boundaries
• Create an additional revenue stream
 

All partnerships are formalised and handled with discretion.
 

Who It’s Suitable For
 

This partnership is typically suited to:

• Small-to-mid accounting practices
• Firms serving founder-led SMEs
• Advisors seeking to broaden strategic value
• Practices that prefer collaboration over expansion