SmartPeer
For professionals

SmartPeer for bookkeepers

You see the numbers first. That makes your referrals the most timely in the market.

The referrals you already make

Bookkeepers spot the signals before anyone: the director's loan creeping up, the cash pile earning nothing, the payroll that says a business is growing faster than its owner has noticed. Each one is a conversation a client needs with the right professional — and you're the first to know it.

You don't need to become the expert. You need a trusted route to one, and a way to be recognised for the introduction. That's the entire gap SmartPeer closes.

Four referral moments you saw this month

The director's loan

A DLA drifting upward is an extraction-planning conversation waiting to happen — accountant and adviser territory, spotted first in your ledgers.

Idle cash

Six figures in the current account earning nothing. The owner knows; they've just never been introduced to anyone who can help properly.

The growing payroll

Headcount doubling means key-person exposure, staff benefits questions, and an owner who hasn't updated their own protection since founding.

The uninsured owner

You process the income of a household that would stop dead if the owner couldn't work. Income protection is the most underbought policy in Britain.

How SmartPeer works for your profession

SmartPeer gives you vetted destinations for financial advice and estate planning, with client consent built into every referral, a disclosure letter generated automatically, and a commission statement showing exactly what your introductions earned. No fees — SmartPeer only earns when you do.

What your firm gets

  • Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
  • Client consent captured online before any contact — GDPR built in, not bolted on
  • A disclosure letter generated automatically for every referral, on your letterhead
  • Live tracking from introduction to completion — no more black-hole referrals
  • A commission statement that reconciles: every introduction, every payment, every period
  • No fees, ever — SmartPeer earns a share only when your referral completes
Insights

Guides written for bookkeepers

All articles →
The client questions bookkeepers hear most — and where to send each one 11 June 2026 The client questions bookkeepers hear most — and where to send each one Bookkeepers hear money questions weekly, often before the accountant does. Which questions are safe… Referral fees for bookkeepers: what the rules actually say 6 May 2026 Referral fees for bookkeepers: what the rules actually say Bookkeepers can accept referral fees for introducing clients to regulated financial advisers. The r… Referral Fees for Bookkeepers: What You Can Accept and Disclose 5 May 2026 Referral Fees for Bookkeepers: What You Can Accept and Disclose Bookkeepers can earn from introductions without compromising their integrity. The key is straightfo… How bookkeepers can offer financial-advice referrals without becoming regulated 16 March 2026 How bookkeepers can offer financial-advice referrals without becoming regulated Bookkeepers spot the pension gap, the cash pile and the missing protection before anyone else. Refe… Cashflow Stress and the Protection Referral Bookkeepers Can Make 4 February 2026 Cashflow Stress and the Protection Referral Bookkeepers Can Make When cashflow starts to strain, a business becomes more fragile. You see the pressure building in t… A referral income guide for bookkeepers: from introduction to commission statement 16 January 2026 A referral income guide for bookkeepers: from introduction to commission statement Bookkeepers spot financial-advice moments months before anyone else — idle cash, a windfall, a loom…

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Free to join, nothing to install, and your first referral takes about a minute. Vetted, certified, and paid properly.

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