Packages
Finance support tailored to every stage of growth
bookkeeper - ellie
From £249/month
- day-to-day transaction manager
- bank reconciliations
- invoicing
- purchasing invoice processing
- monthly reporting support
controller - raj
From £899/month
- hmrc compliant
- cashflow, WC management
- financial oversight and reporting
- budgeting and forecasting
- Internal controls and improvements
cfo - cara
From £2,950/month
- strategic growth expert
- proficient in investor and stakeholder relations
- financial modelling and profit optimisation
- risk manager and structure advisor
- data-driven decision maker
Finance support tailored to every stage of growth
bookkeeper - ellie
From £249/month
- day-to-day transaction manager
- bank reconciliations
- invoicing
- purchasing invoice processing
- monthly reporting support
controller - raj
From £899/month
- hmrc compliant
- cashflow, WC management
- financial oversight and reporting
- budgeting and forecasting
- Internal controls and improvements
cfo - cara
From £2,950/month
- strategic growth expert
- proficient in investor and stakeholder relations
- financial modelling and profit optimisation
- risk manager and structure advisor
- data-driven decision maker
Smartbooks UK Package comparison
| Feature | Bookkeeper - Ellie £249/mo |
Controller - Raj £899/mo |
CFO - Cara £2,950/mo |
|---|---|---|---|
| Day to day finance admin management | ✅ | ✅ | ✅ |
| Sales invoicing | ✅ | ✅ | ✅ |
| Supplier & customer reconciliation | ✅ (basic) | ✅ (full) | ✅ (advanced) |
| Bank reconciliations | 1 main & 2 saving accounts | 2 main, 3 savings, 1 credit card | Full coverage |
| VAT & MTD submissions | ✅ | ✅ | ✅ |
| Purchase invoice tracking | ✅ | ✅ | ✅ |
| Quickbooks / Xero / Sage integration | ✅ | ✅ | ✅ |
| Aproun automation | ✅ | ✅ | ✅ |
| Feature | Bookkeeper - Ellie £249/mo |
Controller - Raj £899/mo |
CFO - Cara £2,950/mo |
|---|---|---|---|
| Expense management | ❌ | ✅ | ✅ |
| Payroll | ❌ | Up to 5 staff | Up to 10 staff |
| Stripe/Paypal reconciliation | ❌ | ✅ | ✅ |
| Multi-currency support | ❌ | ✅ | ✅ |
| Personal transactions | ❌ | ✅ | ✅ |
| Profit & loss report | ❌ | ✅ | ✅ |
| Cashflow report | ❌ | ✅ | ✅ |
| Management accounts | ❌ | ✅ | ✅ |
| Forecasting & budgeting | ❌ | ✅ | ✅ |
| Financial systems setup | ❌ | ✅ (standardised process) | ✅ (multi-entity integration)* |
| Workflow optimisation | ❌ | ✅ (efficiency improvements) | ✅ (strategic & automation scalability) |
| Feature | Bookkeeper - Ellie £249/mo |
Controller - Raj £899/mo |
CFO - Cara £2,950/mo |
|---|---|---|---|
| Complex payroll | ❌ | ❌ | ✅ |
| High volume transactions | ❌ | ❌ | ✅ |
| KPI dashboard | ❌ | ❌ | ✅ |
| Board-ready reporting pack | ❌ | ❌ | ✅ |
| Finance modeling | ❌ | ❌ | ✅ |
| Profit maximisation strategies | ❌ | ❌ | ✅ |
| Investor & stakeholder relations | ❌ | ❌ | ✅ |
| Risk management & structure advice | ❌ | ❌ | ✅ |
Let smartbooks uk handle the numbers — so you can focus on growth.
Whether you’re a sole trader, small business, or accountancy firm, we’ll tailor a smart finance solution that fits your needs. From tidy books to strategic insight, our team is here to help your business run smoother and smarter.
Flexible add-ons tailored to your business needs
Enhance your SmartBooks package with powerful add-ons designed for growing, complex, or high-volume businesses.
Frequently asked questions
What types of businesses do you work with?
We specialise in helping small and medium-sized businesses — from consultants and creative agencies to trades and tech firms — manage their day-to-day finances with clarity and confidence.
Can I upgrade or downgrade my package later?
Absolutely. You can move between packages anytime as your business grows. We’ll help you choose the best fit and make the transition seamless.
Do you work with my existing accountant?
Yes! We regularly partner with accountants to handle the bookkeeping, reconciliations, and reports — while they focus on year-end and tax work. Think of us as your accountant’s best friend.
What software do you use?
We work with trusted cloud-based tools such as Xero, QuickBooks, and Dext — so you always have access to your numbers in real time.
