Charlotte Brighton MICB Bookkeeper

Are you looking for a bookkeeper?

My Services:
📌 Flexible bookkeeping: weekly, fortnightly, monthly, or quarterly
📌 Hassle-free VAT Returns
📌 Clear financial reporting without the jargon
📌 Bookkeeping catch-up service
📌 Setup on Sage, Xero, or FreeAgent
📌 Self-Assessment Tax
📌 MTD (Making Tax Digital) quarterly submissions
📌 Monthly/quarterly bookkeeping reviews

Why Choose Me?
✨ Friendly, local and reliable service
✨ Affordable, bespoke packages – pay only for what you require
✨Providing you with financial insights for better decision-making
✨ Monthly fees to support your cash flow
✨Regular communication
✨ As a fellow small business owner, I share your passion for success!

If you would like to find out more about how we can work together, feel free to reach out to arrange a free 20 minute discovery call with me.

Continuing professional development is essential for bookkeepers.

It’s so important I make time to keep up to date with industry regulations and to develop my professional skills.

And today is no exception. I’ve planned my day today around an important webinar this afternoon.

What a busy summer it's been, juggling work and school holidays! I'm forever grateful for the flexibility my business offers, especially around half terms and summer holidays.

I'm now looking to expand my client base.

If you need help with bookkeeping or self-assessment tax returns, I’d love to chat.

If you would like to arrange a free discovery call to discuss how I can support your business, feel free to reach out—I'm here to help!

Sole Traders, Don't Leave Your Self-Assessment Tax Return to the Last Minute!

📅 My Diary is Now Open!

I'm offering free 20-minute discovery calls to discuss your needs and how I can assist you.

Whether it’s bookkeeping or self-assessment tax returns, feel free to reach out and arrange a date and time that works best for you.

Do you set aside time each month for your bank reconciliation?

What is a bank reconciliation and why you should reconcile the bank on a monthly basis?

A bank reconciliation is the process of comparing your business's financial records with the bank's records. It ensures that both sets of records match up, allowing you to identify discrepancies, errors, or fraudulent transactions.

✨ Why is it important?

1. Accuracy: Monthly reconciliations help maintain accurate financial records, ensuring you know exactly where your business stands financially.

2. Fraud Detection: Regular checks can help spot unauthorised transactions early, protecting your business from potential fraud.

3. Cash Flow Management: Understanding your cash position allows for better budgeting and forecasting, helping you make informed financial decisions.

4. Tax Preparation: Having consistent and accurate records simplifies the tax process, making it easier to file.

Are you overwhelmed by endless receipts, balancing the books, and managing cash flow while trying to grow your business? 📊💼

As a bookkeeper, I understand that keeping track of your finances can feel like a daunting task, taking precious time away from what you truly love—running your business!

Let me help you regain control and clarity. By working together, you can:

✅ Simplify your financial processes
✅ Ensure accurate record-keeping
✅ Free up your time to focus on growth
✅ Gain insights to make informed decisions

Don't let bookkeeping stress hold you back! Let's chat about how I can support your business.

Are you running your own business and struggling to find time to keep on top of your bookkeeping?

If you would like to have a chat about how I can help you get back on track, get in touch.

Why is Timely Bookkeeping So Important?

As a bookkeeper, I can't stress enough the importance of staying on top of your financial records!

Here are a few reasons why timely bookkeeping is crucial for your business:

1. Informed Decision-Making: Accurate and up-to-date records allow you to make informed decisions based on your financial health. Whether it’s planning for growth or managing expenses, timely data is key.

2. Avoiding Financial Stress: Keeping your books current helps you avoid the last-minute scramble at tax time. Say goodbye to stress and hello to peace of mind.

3. Cash Flow Management: Timely bookkeeping helps you track your cash flow, ensuring you know when money is coming in and going out. This knowledge is vital for maintaining a healthy business!

4. Compliance: Staying on top of your bookkeeping ensures you meet all tax obligations and regulatory requirements, helping you avoid penalties and fines.

5. Building Trust: Whether you’re working with clients, investors, or lenders, having organised and timely financial statements builds trust and credibility.

What’s my onboarding process for new clients?

1. Initial Discovery Call: We’ve discussed your goals and how we can work together. Now, you can request a quote.

2. Information Request: I will send you a new client information request form to gather details about your business.

3. Quote Preparation: You will receive a bespoke quote via email. I’ll be available to walk you through it and make any necessary adjustments.

4. Engagement Letter: If you’re satisfied with the quote and wish to proceed, I will send a letter of engagement for signature outlining the terms and conditions.

5. Onboarding Information: To set up my files, I will need specific information from you. An onboarding request email will be sent for you to securely upload proof of identification, complying with Money Laundering Regulations.

6. Professional Clearance: I will contact your previous bookkeeper or accountant (if you already have one) to request professional clearance and any relevant information.

7. Agent Authorisation: If you require VAT returns or self-assessment tax submissions, I will apply for the necessary agent authorisation to act on your behalf with HMRC.

8. Accounting Software Access: I will request access to your accounting software or assist in setting it up, depending on your current system.

9. Commencement of Services: Once all steps are completed, we can begin working together to achieve your financial goals!

Are you looking for a bookkeeper but not sure who to choose?

An initial discovery call can be a great way of helping you make this decision.

What you can expect in a discovery call with me?

- I’ll reach out to you to schedule a 20 minute call.
-You'll tell me your goals and needs in your business.
-I’ll explain how I can help get your business finances organised and up to date.
-I’ll answer any questions you have.

Feel free to contact me to request a discovery call.

Are you looking for a bookkeeper?

My Services:
📌 Flexible bookkeeping: weekly, fortnightly, monthly, or quarterly
📌 Hassle-free VAT Returns
📌 Clear financial reporting without the jargon
📌 Bookkeeping catch-up service
📌 Setup on Sage, Xero, or FreeAgent
📌 Self-Assessment Tax
📌 MTD (Making Tax Digital) quarterly submissions

Why Choose Me?
✨ Friendly, local and reliable service
✨ Affordable, bespoke packages – pay only for what you require
✨Providing you with financial insights for better decision-making
✨ Monthly fees to support your cash flow
✨Regular communication
✨ As a fellow small business owner, I share your passion for success!

If you would like to find out more about how we can work together, feel free to reach out to arrange a free 20 minute discovery call with me.