Established in 1957, Carter Backer Winter (CBW) is a full-service accountancy firm based in London.
The group comprises 17 partners, as well as a team of over 165 professional and support staff. This makes it “small enough to care about you and your business, but big enough to create opportunities” for its clients.
CBW is led by Peter Winter, managing partner at the company, who supports and advises a number of the firm’s largest clients.
Andy White acts as the group’s chairman, advising national, international, personal, and corporate clients on their strategic affairs. He joined the group via a merger with Gordon Leighton in 2008 as a partner, before being elected as chairman in 2019.
CBW sets itself against the five key values that are care, pride, loyalty, innovative and quality service, and integrity.
As a member of DFK international, an association of independent accounting firms and business advisors, CBW can “draw on the experience of independent firms” from anywhere in the organisation’s 93 operating counties.
CBW claims to provide a “powerful combination of business and financial insights” that can relate to effective wealth management, business start-ups and scales, investment in assets and innovation, overseas expansion, tax efficiencies, regulatory compliance, and profitable growth.
As a full-service accountancy firm, CBW offers a range of service lines, including audit and accounts, tax, financial planning, corporate recovery and insolvency, corporate finance, research and development, forensic and investigation, outsourcing, and HR consultancy.
The group’s key specialist sectors are split into property, start-ups, regulated businesses, and logistics.
Carter Backer Winter saw its FY20 revenues decline 2% to £15.3m, when compared to its £15.6m revenues in 2019.
The group’s profit before tax took a greater hit during the year ended 31 March 2020, declining 18.6% to £3.22m.
As for the group’s assets, it ended FY20 with £2.58m having started it with £3.23m, a fall of over £650,000.
During the final month of the group’s financial year, Covid-19 was declared a global pandemic. In turn CBW said that “appropriate action” was taken to ensure that the firm was “well placed to continue its work”.
CBW was most recently in the news when John Dickinson and Joseph Colley, partner and director at the firm respectively were appointed as interim managers to the Charity Commisions’ investigation into The Knightland Foundation’s finances and governance.
The newest notable people moves at the firm both took place on 4 April 2021, with Reshma Johar appointed as tax consultant and Michaela Lamb promoted to partner.
Providing the role with 16 years of tax experience, Johar joined having worked within a number of mid-tier accountancy firms. While Lamb became tax director of CBW in 2014 following the group’s merger with the Everett Group, and held the position until her promotion.