Xero Certified · UK Bookkeeper
Friendly, expert bookkeeping 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.
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
Xero Certified and confident across a range of accounting software — whatever you use, I can work with it.
Get in touch
Let's have a free 20-minute chat to see how I can help. No jargon, no pressure — just a conversation about your business.
Or email directly: bookkeeping@shebalances.co.uk