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Smart Bookkeeping Partner

Clarity in your numbers. Confidence in your decisions.

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.

A business owner reviewing finances with an advisor in an office
Revenue +18.4%
$0
Monthly profit
$0
Cash flow
Healthy

Dashboard figures shown are illustrative only.

Accurate Bookkeeping

Timely, reconciled records so you always know where the business stands.

Strategic CFO Support

Guidance to solve business problems and make informed financial decisions.

Cash Flow Clarity

Projections that track where money is going, in and out, week by week.

Growth-Focused Guidance

Targets, KPIs and reporting that point the business toward its goals.

Services

Financial expertise built around your business

Eight services, one partner. Start with clean books and add the strategic layer whenever you are ready for it.

01

Monthly Bookkeeping

Accurate, timely recording of your financial transactions so you always know where your business stands.

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02

Payroll Processing

Reliable processing of employee and contractor payments with proper filings to keep your team and the IRS happy.

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03

Cleanups and Catchups

Organized and corrected books to bring your records up to date and ready for reporting and tax filing.

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04

Receivables Management

If invoices go unchased, the business isn't getting paid on time. Our team handles B2B receivables and keeps cash flow consistent.

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06

Cash Flow Forecasting & Management

Detailed projections to track where money is going, manage incoming and outgoing funds, and decide with confidence.

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07

Budgeting and KPI Tracking

Set financial targets, monitor performance, and track key metrics to guide your business toward its goals.

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08

Management Advisory

Support for owners who need a clear picture of finances: where money is going, how to improve operations, and what to do next.

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Reviewing financial reports and charts with a client
Why Smart Bookkeeping Partner

Your numbers should tell you more than what happened yesterday.

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.

01

Financial Clarity

Reconciled, current records and reporting you can read without a translator.

02

Better Decisions

Margins, cash position and trends interpreted, so pricing and hiring calls are informed.

03

Strategic Growth

Forecasts, budgets and KPIs that turn a good month into a repeatable pattern.

CFO Advisory

More than bookkeeping. A strategic financial partner.

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.

Revenue Profitability Cash Flow KPIs Forecasting
Talk to a CFO advisor
Illustrative dashboard
Trailing twelve months
Sample data
Revenue Operating cash
Revenue
$0
Profit
$0
Cash flow
Healthy
Growth
+0.4%
How it works

Four steps from messy to managed

01

Connect

A free consultation and a QuickBooks health check to see where the books stand today.

02

Organize

Cleanups, catchups and payroll set up correctly, then a monthly rhythm that stays current.

03

Strategize

Forecasting, budgets and KPI reviews that translate the numbers into decisions.

04

Grow

Ongoing CFO advisory as the business scales, with profit and cash flow in view.

Free QuickBooks health check

Know where your business stands.

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.

The team

Helping businesses recover lost profits

Meet the Team
Everyl-Ann, Owner and CFO

Everyl-Ann

Owner & CFO

Herzl, Accountant

Herzl

Accountant

Portrait
coming soon

Oliver

Bookkeeper

Sarah, Payroll Specialist

Sarah

Payroll Specialist

Credibility

Trusted financial guidance for growing businesses

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.

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As seen on Featured on ABC, Fox News, NBC News, International Business Times, CBS, AP, SI and CB Herald
Best Bookkeeping Firm for Small Businesses in Louisiana, 2024 Best of Best Review →
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Ready to take control of your numbers?

Let's talk about your business, your numbers, and where you want to go next.

Contact

Book your free QuickBooks health check

Send a note and we will follow up to schedule a time. Prefer to talk now? Call or text the office.

Business address
Smart Bookkeeping Partner
10234 Park Place, Suite C
Hammond, LA 70403
By appointment only
Telephone (talk / text)
985-401-1210
Schedule a free consultation
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