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Services designed to grow with your business

We offer three distinct packages based on where your business is right now, with added flexibility to customise support as your needs evolve.
Whether you want to stay effortlessly compliant, gain real-time visibility, or unlock boardroom-level insights, there’s a Smart package for you.

Tired of feeling in the dark about your numbers?

Running a growing business is hard enough without the stress of confusing accounts, surprise tax bills, or an accountant who only calls at year-end.

Whether you’re aiming for £250k or scaling towards £1m+, you need
clarity, guidance, and real insight - not guesswork.

Unclear Finances 
You're not sure how your business is really performing until it's too late.

Tax Surprises
Unexpected tax liabilities are impacting cashflow and your peace of mind.

No time to focus 
Bookkeeping and admin keep you from working on the business and spending time with loved ones.

Last minute advice 
You meet with your accountant once a year, months after the year-end - not when you can actually make changes.

SmartMoney solves these problems with clear reporting, expert guidance and timely support that grows with your business.

1

SmartStart

Turnover £100k - £250k*

Take the stress out of your finances and reclaim your time. Perfect for business owners who want to get organised, stay compliant, and start building confident financial habits with regular check‑ins.

2

SmartSteady

Turnover £250k - £600k*

Get clear monthly insights to drive confident growth. Designed for businesses ready to understand performance, reduce surprises, and make smarter decisions as operations become more complex.

3

SmartScale

Turnover £600k+*

Run your business with the power of a finance function and board‑level clarity. Ideal for growing teams that need strategic oversight, fast decision‑making, and consistent financial guidance.

* - Turnover is used only as a guide for the relevant packages - you can tailor your package during a Discovery Call.

One size doesn't fit all - and that's the point

While each of the packages are designed to give a business of each size a solid foundation of compliance, reporting and support, every business is different.

With that in mind, our packages can be tailored to suit your exact needs.

From payroll for growing teams to cashflow forecasting and supplier payment management, we build the right solution for you.

What's included in your package?

SmartStart - For Businesses £100k - £250k 

You’ve moved beyond the “early days.” Now it’s time to understand your numbers, stay compliant, and free up time to focus on growing your business.

 

SmartStart is our entry-level package for ambitious limited companies turning over £100k - £250k, designed to keep your finances in order with fortnightly bookkeeping, quarterly insights and all the essentials to stay compliant - so you can grow with confidence!

Build firm financial foundations for your growing business.

Key inclusions:

Accounts & Compliance

  • Year-end accounts and corporation tax return

  • Annual confirmation statement filing​

  • Up to 2 Director self-assessment tax returns included​

  • Payroll for up to 5 employees

Bookkeeping & Support

  • Fortnightly bookkeeping (up to 150 transactions p/m)

  • VAT return preparation and submission (if registered)

  • Access to integrated third-party tools (recharges may apply)​

Quarterly Financial Meetings & Reporting

  • Quarterly meetings with your dedicated accountant

  • Meeting pack incl. profit & loss, balance sheet & commentary on key trends

  • Updates on estimated tax liabilities to avoid surprises​

Client Care & Peace of Mind

  • Acknowledgment of query within 1 working day

  • Tax investigation insurance included as standard

  • SmartHub access for additional resources, networking etc​

A premium accounting experience, designed for ambitious, modern businesses

At SmartMoney, we deliver more than compliance. Our expert advice, real-time insights and dedicated client care give you complete financial confidence - so you can focus on growth, while we handle the numbers.

Tailored Service
Support built around your business size, goals, and growth plans.

Insightful Reporting
Commentary that explains the "why", not just the numbers.

Responsive Support
Queries are acknowledged within 24 hours, every time.

Long-term partnership
Guidance that evolves with your business, year after year.

Ready to make smarter financial decisions? 

Not quite ready for full accountancy support?

If your business is under £100k turnover, or you're not ready to outsource just yet, SmartMoney Academy gives you the tools and confidence to take control of your finances at the start-up stage. 

Learn how to
manage your bookkeeping, plan for tax, and make better decisions with our online course and learning resources - so you're prepared when it's time to step up to SmartStart.

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