CFO Advisory
Strategic guidance to help you solve business problems, make informed financial decisions, optimize operations, and grow your business with confidence.
See how it works →We partner with busy business owners to boost profits and guide growth through accurate financials and CFO advisory support. Let's discuss your business and explore how we can help you achieve your goals.
✓ New clients receive 50% off their audit and cleanup.
Dashboard figures shown are illustrative only.
Timely, reconciled records so you always know where the business stands.
Guidance to solve business problems and make informed financial decisions.
Projections that track where money is going, in and out, week by week.
Targets, KPIs and reporting that point the business toward its goals.
Eight services, one partner. Start with clean books and add the strategic layer whenever you are ready for it.
Strategic guidance to help you solve business problems, make informed financial decisions, optimize operations, and grow your business with confidence.
See how it works →Accurate, timely recording of your financial transactions so you always know where your business stands.
Learn more →Reliable processing of employee and contractor payments with proper filings to keep your team and the IRS happy.
Learn more →Organized and corrected books to bring your records up to date and ready for reporting and tax filing.
Learn more →If invoices go unchased, the business isn't getting paid on time. Our team handles B2B receivables and keeps cash flow consistent.
Learn more →Detailed projections to track where money is going, manage incoming and outgoing funds, and decide with confidence.
Learn more →Set financial targets, monitor performance, and track key metrics to guide your business toward its goals.
Learn more →Support for owners who need a clear picture of finances: where money is going, how to improve operations, and what to do next.
Learn more →Accurate books are the starting point, not the finish line. We keep the records clean and then use them to answer the questions owners actually ask: what is profitable, what is coming, and what to do next.
Reconciled, current records and reporting you can read without a translator.
Margins, cash position and trends interpreted, so pricing and hiring calls are informed.
Forecasts, budgets and KPIs that turn a good month into a repeatable pattern.
Strategic guidance to help you solve business problems, make informed financial decisions, optimize operations, and grow with confidence. We build the forecast, watch the cash, set the targets, and sit with you while the decisions get made.
A free consultation and a QuickBooks health check to see where the books stand today.
Cleanups, catchups and payroll set up correctly, then a monthly rhythm that stays current.
Forecasting, budgets and KPI reviews that translate the numbers into decisions.
Ongoing CFO advisory as the business scales, with profit and cash flow in view.
A no-cost review of your QuickBooks file. We look at how transactions are recorded, what is reconciled, and what needs cleanup, then walk you through exactly what we found.
Owner & CFO
Accountant
Bookkeeper
Payroll Specialist
Owner and CFO Everyl-Ann Archibald has been featured in national business press on the cost of bookkeeping errors, and Smart Bookkeeping Partner serves clients in Hammond, Covington and Baton Rouge, as well as across Louisiana, Texas and Florida.
Read the feature →
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Often seen as tedious or time-consuming, bookkeeping is the backbone of financial health, helping businesses grow sustainably and avoid costly errors.
Read more →Download the guide from the Smart Bookkeeping Partner resource library.
Get the ebook →A CB Herald feature on what small bookkeeping mistakes end up costing business owners.
Read the article →Let's talk about your business, your numbers, and where you want to go next.
Send a note and we will follow up to schedule a time. Prefer to talk now? Call or text the office.