How it work

• Confirm eligibility and route

• Clarify income level

• Confirm MTD requirements

10 minute call

• Software configured

• Bank feeds connected

• Access secured

Setup

• Transactions processed

• Receipts captured

• Records kept up to date

Monthly bookkeeping rhythm

• MTD filing completed on time

• Compliance monitored

• Deadlines controlled

Quarterly submission

A simple 10 minute call to confirm fit, then a controlled onboarding.

A clear setup, then a controlled quarterly rhythm.

What you get?

Included:

• MTD-ready accounting software

• Monthly bookkeeping

• Quarterly MTD submissions

• Year end accounts

• Dedicated UK accountant

• Fixed monthly fee

• You need monthly KPIs and business reporting

• You require complex tax structuring

• Your turnover requires SME or FFO support

Not for you if:

Structured compliance without complexity

Frequently asked questions

Who is SmartBooks for?

Sole traders and landlords who need compliant MTD setup with structured bookkeeping and controlled submissions.

How much time will this take from me?

Minimal. We define a simple rhythm for document sharing and keep requests structured.

Is the software included?

Yes. The accounting system is included within the monthly fee.

What happens if my business grows?

You can move to the SME Business or Full Finance Outsourcing route when complexity increases.

Do I need bookkeeping experience?

No. We guide setup and maintain the records on an agreed cadence.

What happens after the 10 minute call?

We confirm eligibility, outline setup steps, and agree your start date. No obligation until formally agreed.

Ready to start?

Book a 10 minute call.
MTD is not optional. Structure it properly.

Have a question?

Where here's to help.