Packages

Finance support tailored to every stage of growth

From £249/ Monthly

day fo day fransacfion manager
bank reconciliafions
invoicing
purchasing invoice processing
monthly reporfing support

Starter

From £899 Monthly

hmrc compliant
cashflow, wc management
financial oversight and reporting
budgeting and forecasting
Internal controls and improvements

Smartbooks UK Package comparison

Save thousands with smarter outsourcing

Pricing Table

Feature	The Bookkeeper £249/mo	The Controller £899/mo	The CFO £2,950/mo
bookkeeping essentials
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	✅	✅	✅
financial controller features
expense management	❌	✅	✅
payroll	❌	up to 5 staff	up to 10 staff
Stripe/Paypal reconciliation	❌	✅	✅
cfo strategic layer
Complex payroll	❌	❌	✅
high volume transactions	❌	❌	✅
KPI dashboard	❌	❌	✅
board-ready reporting pack	❌	❌	✅
finance modeling	❌	❌	✅
profit maximisation strategies	❌	❌	✅
investor & stakeholder relations	❌	❌	✅
risk management & structure advice	❌	❌	✅
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)

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.

High transactions

Manage accounts and reconciliations across multiple global currencies

Multi-currency

Manage accounts and reconciliations across multiple global currencies.

Multi-site

Simplify financial management for businesses with multiple locations.

Stripe / paypal

Automatically reconcile online payments from popular platforms like Stripe and PayPal.

Inventory

Run smooth, compliant payroll for standard or complex employee structures.

Payroll

Run smooth, compliant payroll for standard or complex employee structures.

Personal transactions

Separate personal spending from business accounts to maintain clean financials.

Cis & subcontractors

Ensure compliance and accuracy under the Construction Industry Scheme.

Loan tracking

Monitor business loans, repayments, and interest effortlessly.

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.

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