AAT Registered & Licensed · Insured
Friendly, expert bookkeeping backed by over a decade of experience, for sole traders and SMEs across the UK. From day-to-day records to VAT returns — I handle it all, so you don't have to.
What clients gain working with me
What I do
Whether you're starting fresh or have a backlog to untangle, I've got you covered — primarily in Xero, with experience across a range of accounting software.
Transaction recording, bank reconciliation and real-time reporting — primarily in Xero, adaptable to your software.
Accurate, on-time VAT submissions with full HMRC Making Tax Digital compliance.
Monthly payroll processing, RTI submissions and payslips for small teams.
Months or years behind? I'll untangle your books and get you back on track fast.
Trial balances, management accounts and everything your accountant needs.
Friendly guidance for freelancers navigating self-assessment for the first time.
Monthly packages
Straightforward support designed to keep your books organised, your tax position clearer and your financial admin off your to-do list.
Essentials
For newer or smaller sole traders who want regular bookkeeping support without a full monthly service.
Complete
For established freelancers and small business owners who want their finances managed month after month.
MTD Complete
For sole traders who need Making Tax Digital for Income Tax support alongside their monthly bookkeeping.
Book a free 20-minute chat and I’ll recommend the level of support that makes sense for your business.
Book a free 20-minute bookkeeping reviewPrices shown are starting prices. Your final quote will depend on transaction volume, number of accounts, VAT status and bookkeeping complexity.
Need VAT or payroll? These can be added to your monthly package where required. Limited company? Get in touch for a tailored monthly quote. Not sure whether MTD applies to you? I’ll check this during your free 20-minute bookkeeping review.
Client work
A selection of how I've helped real clients get their finances in order — and keep them there.
A self-employed photographer came to me with two years of unrecorded transactions and a looming tax deadline. I reconciled everything in Xero, categorised all expenses correctly and got their self-assessment filed on time — with a tax refund they didn't know they were owed.
A local retailer with 4 staff needed a reliable monthly routine: bank reconciliation, supplier invoices, payroll and VAT. I set them up on Xero and now handle everything end-to-end, giving the owner a clear monthly snapshot with zero admin stress.
A busy consultant needed year-end books prepared for their accountant with minimal disruption. I cleaned up their chart of accounts, reconciled the full year and produced a tidy trial balance — allowing their accountant to file quickly and reduce their fees.
A 3-person startup had been using spreadsheets for 18 months and needed to move to Xero before their first investor review. I migrated everything, created a clean chart of accounts and got their books investor-ready within two weeks.
"When I started my social media marketing business I knew I'd eventually need a professional bookkeeper. I'm really happy Charlotte was the one I chose. Our communication was quick, efficient and hassle-free. Charlotte professionally managed the whole process, paying attention to every single detail. Now I don't need to worry about this part of my business, knowing it will be taken care of by an experienced bookkeeper I can trust and rely on."
Qualifications & tools
An AAT registered and licensed, insured bookkeeper with over a decade of experience, plus Xero Partner and Certified Advisor status — so you can trust your books are in capable hands.
Get in touch
In 20 minutes, tell me where your finances are now and what you need help with. I’ll recommend the level of support that makes sense for your business — no jargon and no pressure.
Thanks — your enquiry has been sent. I’ll be in touch soon.
Or email directly: bookkeeping@shebalances.co.uk