iPacio is a CPA-led financial clarity system for business owners who hate bookkeeping but still need clean numbers, tax-ready records, and better decisions. Early beta users can sign in at app.ipacio.com or book a 30-minute call if you want help deciding whether iPacio fits your business.
The idea
When business owners are forced to run an accounting system they were never trained to manage, the result is confusion, bad decisions, and stress. Instead of managing complex software, owners need clear, timely insight they can actually use.
That is what iPacio delivers — clarity, not accounting homework.
Background
iPacio is the result of decades of CPA experience — tax, forensic accounting, advisory, bookkeeping cleanup, and business strategy — combined into a single owner-focused system. It is inspired by the ideas in the book Stop Doing Accounting, by Kelly and Cat.
The argument is simple. Luca Pacioli codified double-entry bookkeeping in the 15th century for merchants, not software users. Today’s small business owners are stuck running and maintaining accounting workflows that were never designed for them. iPacio uses modern data, AI-assisted categorization, and CPA judgment to help owners understand the business without becoming accountants.
Small business owners do not need more processes to record the past. They need a smarter system that helps them decide about the future.
Kelly Coughlin & Cat Glass
from Stop Doing Accounting
Two ways to run the books
Doing it yourself
With iPacio
What we are building
Three levels of support, all built on the same idea: clarity over software. iPacio is available now in private beta, with broader release planned as the system continues to mature.
Existing EverydayCPA clients can request access today. New inquiries are welcome — we will match you to the right iPacio option after a short call.
Clarity + tax-ready results
The full system: financial clarity, tax-ready records, proactive reminders, and CPA-led guidance throughout the year.
Financial clarity
For owners who want clean numbers, clearer cash flow, and less bookkeeping friction without living inside QuickBooks.
Tax-ready results
For owners who mainly need clean, organized financial records to support the annual tax return — done with less stress and fewer surprises.
Built by EverydayCPA
iPacio is the product version of what Kelly and Cat have been telling owners for years — the system should serve the owner, not the other way around.
CPA · MBA
Kelly brings the tax, entity strategy, owner compensation, and real-world CPA judgment behind iPacio.
His focus is simple: help business owners stop guessing, understand the numbers, and make better decisions before tax season makes the decisions for them.
CPA · CFF · CVA · CFE
Cat brings the client experience, marketing strategy, onboarding process, and operator mindset behind iPacio.
Her focus is making sure the system works for real owners — not just accountants, software people, or spreadsheet experts.
Why owners pick iPacio
For people who hate bookkeeping.
Real people. Real results.
Secure. Private. Trusted.
Private beta — open now
iPacio is a new platform we’re still building. Early clients can sign in to the beta portal today — or talk to Kelly or Cat first if you’d like a tour.
What you’ll find at app.ipacio.com
Direct link
app.ipacio.com