Personal Budgeting and Savings

Let Your Finances Build Your Future

It can be easy to get lost in a society screaming at you to SPEND as much of our hard-earned money as quickly as possible, and barely a whisper about SAVING your hard-earned money. It's no surprise you struggle. The time is NOW to do something about this. And we can help you. Not with more budgeting tools and gimmicks that don't stick, rather one expense at a time. Coaching, guidance, tips and tricks to help you reduce your living expenses, pay down credit card debt, and build some savings. Time for you to take charge of your spending and savings plan so you can live a happier, healthier, wealthier life.

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A Message from Our CEO on the Importance of Spending Management

Hello, this is Kelly. I’m a CPA and the CEO here at EverydayCPA. We believe in helping you make the most of your hard-earned money. And that means cutting costs without sacrificing the quality of the services you rely on.

When it comes to saving, there are two key ways to make a real difference:

  • Reduce the frequency of your spending, and
  • Lower the price you pay.
  • We guide you on both fronts. Our team provides personalized advice and proven strategies to help you save in ways you may not have considered. For instance, we’ll show you how to negotiate better rates on essentials like auto insurance, home insurance, cell phone plans, internet services, and more. These small adjustments can add up to big savings over time.

But saving money isn’t just about negotiation—it’s also about managing your spending habits. We help you establish clear guidelines to identify and reduce unnecessary expenses, so you can focus on what truly matters. We’ll also teach you how to shop smarter. From leveraging discounts and coupons to mastering cost-saving techniques, we ensure you’re getting the best deals on the services and products you need.

At EverydayCPA, our mission is to help you align your spending with your personal and financial goals. Whether it’s cutting costs on everyday expenses or finding smarter ways to manage your budget, we’re here to guide you every step of the way. Let’s make your money work smarter, not harder. Contact EverydayCPA today, and let’s start saving—together.

  • Calendly
  • Email: Kelly@everydaycpa.com
  • Phone: 816-841-4290

Here's a breakdown of some of our Live Zoom Sessions:

  • Savings Strategies: We’ll show you how to build savings by creating emergency funds and setting aside money for future goals.
  • Payment Plans: We’ll help you to manage your debt and expenses by creating structured payment plans.
  • Budgeting Assistance: We’ll work with you to create realistic, tailored spending plan that align with your income and financial goals. Spending and budgeting is about improving your financial health. We do this in small incremental steps throughout the year.
  • Shopping for Discounts: Smart Savings Strategies: Lower Costs, Maximize Value. At EverydayCPA, we help you cut costs without sacrificing quality. There are two key ways to save: reducing the frequency of your spending and lowering the price you pay. We guide you on both fronts. Discover negotiation tips and strategies to secure better rates on auto insurance, home insurance, cell phone plans, internet, and more. Learn to manage your spending habits by establishing clear guidelines and reducing unnecessary expenses.

We’ll also show you how to shop smarter, using discounts, coupons, and cost-saving techniques to make the most of your budget. Our goal is to help you find great deals on essential services and manage your finances effectively, all while staying aligned with your personal and financial goals.

"Effective Budgeting is About Spending Less Today, So You Live Better Tomorrow"

Running a household is challenging. With taxes from all sources…income tax, payroll tax, self-employment tax, sales tax, property tax…all consuming over 50% of your lifetime wealth and income. And now you have to deal with new kind of tax on the cost of the goods and services you purchase…inflation. That’s why EverydayCPA is committed to help you deal with both taxes and spending so you can live a happier, healthier, wealthier life.