YouTube
COMPLIMENTARY IPACIO DEMO & STRATEGY CALL
See iPacio in Action. Leave With a Clear Next Step.
Book a complimentary 30-minute conversation with Kelly or Cat. We’ll learn how you’re handling bookkeeping and taxes today, show you the parts of iPacio that are relevant to your business, and help you determine what level of EverydayCPA support makes sense. No pressure. No obligation. No sales presentation to sit through.
Choose Your AdvisorA quick word from Kelly and Cat
Here’s What to Expect Before You Book. We’ll focus the conversation on your business and the financial problems you actually want to solve.
A useful 30 minutes
We’ll Focus on Your Business, Not Give You a Generic Tour
Come as you are.
You do not need to prepare financial statements, understand accounting terminology, or decide which plan you want before the call.
Tell Us What’s Taking Too Much Time
Bookkeeping, QuickBooks, tax surprises, unclear numbers, cash flow, or another financial problem.
See What’s Relevant to You
We’ll show the iPacio workflow and features that relate to your situation instead of walking through every screen.
Understand Your Options
We’ll explain whether Essentials, Growth, Advisory, or another EverydayCPA service makes the most sense.
Leave With a Next Step
If we can help, we’ll explain how. If another path makes more sense, we’ll tell you that too.
If we can help, we’ll explain how.
If another path makes more sense, we’ll tell you that too.
Choose who you’d like to meet with
Book With Kelly or Cat
Both can walk you through iPacio and help identify the right next step. Choose based on what you most want to discuss.
Kelly Coughlin
CPA & Founder/CEO of EverydayCPA
For complex tax, accounting & business decisions
Kelly works with owners facing more advanced tax planning, entity structure, real estate, multi-business, and QuickBooks-related issues.
He’s a strong fit when the financial question is bigger than bookkeeping and you need help deciding what to do next.
Best for:
Complex tax planning, QuickBooks, multiple entities, real estate, owner compensation, and major business decisions.
Cat Glass
CPA, Strategic Advisor, and VP of EverdayCPA
For creators, entrepreneurs & modern owner-operated businesses
Cat works especially well with creators, younger entrepreneurs, consultants, and independent professionals who want the financial side of the business to feel simpler, clearer, and easier to manage as they grow.
Best for:
Creators, consultants, freelancers, younger business owners, and businesses with multiple income streams.