I HANDLE THE NUMBERS, YOU HANDLE THE BUSINESS
With over fifteen years of experience in running her own business, The Lady Bookkeeper is ideally placed to help you with:
• Record Keeping
• Payroll
• VAT Return
• Business Planning
• Cashflow Projections
My name is Jenny Potter, and I am a proud member of the Institute of Certified Bookkeepers, where I hold full certification.
With more than 15 years of financial experience, I have successfully managed and grown my own business here in the heart of Scotland.
Over the years, I’ve developed a strong reputation for accuracy, reliability, and a friendly, approachable style that helps clients feel confident about their finances.
Outside of work, I’m a devoted mum to two wonderful daughters who keep me inspired every day, and we share our home with Luna, our affectionate golden retriever who never fails to bring a little extra joy and energy into our lives.
I'll support you with:
Record Keeping
Why get me to do your record keeping?
Good record keeping is the backbone of any business, but it can be time-consuming and overwhelming.
I will:
• Record every penny that comes in and goes out — sales, bills, wages, bank payments, etc.
• Organize receipts and invoices so nothing gets lost.
• Check the bank account against the records (this is called reconciliation) to make sure everything matches.
• Prepare reports that show how much money the business is making, what it owes, and what it owns.
• Keeping everything organised and up to date
• Making sure nothing is missed (invoices, receipts, expenses)
• Reconciling your bank so the numbers always add up
• Giving you accurate figures to see how your business is doing
• Preparing the groundwork for tax returns, VAT, and accounts
In short: A bookkeeper keeps your records tidy so you can focus on running your business — not chasing paperwork.
Payroll
Why get me to do your payroll?
I will make sure:
• Staff are paid correctly and on time
• Payslips are prepared and shared
• HMRC submissions are filed on time
• Tax, NI, and pensions are calculated properly
• Records are kept safe and compliant
• Collecting employee information – like hours worked, salary, tax codes, and pension details.
• Calculating wages – working out gross pay (before deductions) and net pay (after tax, National Insurance, pensions, etc.).
• Producing payslips – so employees can see exactly how their pay is worked out.
• Submitting reports to HMRC – so taxes and contributions are paid correctly.
• Keeping records – securely storing payroll information for compliance.
In short: Your team gets paid without stress, and you stay on the right side of HMRC.
VAT Return
Why ask me to do your VAT return?
This is quite a complicated technical exercise that requires forensic knowledge of every aspect of a business. This must be presented to HMRC in a digital format, only available from certified software. It is possible to do it yourself, but it would probably take you quite a long time and if mistakes are made, these can be punished harshly.
I will:
• Make sure you’re paying the right amount of tax – not too much, not too little
• Ensure you never miss a VAT deadline, which can lead to penalties and interest charges.
• Record all your sales and purchases with the correct VAT rates.
• Separate the VAT you’ve charged customers from the VAT you’ve paid on expenses.
• Calculate the difference – if you owe HMRC or if HMRC owes you.
• Prepare and submit the VAT return online through HMRC (usually every 3 months).
Training
I can set up your business with software such as Xero, Quickbooks or Freeagent.
I am Xero Certified, so I can train you and your staff.
