Smarter financial solutions for your everyday life & business

At Everyday CFO’s, we believe managing your money should be simple, transparent, and tailored to you. Whether you’re a business owner or an individual, our team delivers clear, efficient financial solutions powered by modern technology and personal care.

Bookkeeping & Payroll Services

Local Expertise. Modern Accuracy.

Our bookkeeping service ensures your records are precise, organized, and up-to-date — so you always know where your money stands. We use trusted, secure platforms that automate routine tasks, helping business owners save time and make confident decisions.

Our Bookkeeping Services include:

  • Monthly Transaction Recording and Reconciliations

  • Financial Reporting and Cash Flow Insights

  • Expense Categorization and Document Management

Take control of your numbers — schedule your free bookkeeping consultation today.

Grow Confidently. Plan Intentionally.

We help individuals and families plan their financial futures with goal-focused investment strategies. Led by an AAMS-certified professional, our approach blends proven financial principles with modern tools that adapt to your life and goals.

Our Service Focus:

  • Retirement Strategy Design

  • Investment Portfolio Guidance

  • Risk Analysis & Performance Tracking

  • 401(k), IRA, and Rollover Support

Let’s build your roadmap to financial independence — schedule your free strategy session today.

Investment & Retirement Planning

Budgeting & Debt management

Real Solutions for Real-Life Finances.

Money management shouldn’t feel overwhelming. Our cash flow budgeting and debt strategy plans help you regain control, reduce stress, and create sustainable habits that last. Our free Cash Flow Calculator is here to help you start the conversation. It only takes a few moments to complete and you’re connected to a team member with a plan.

Our service can help you:

  • Identify Unnecessary Expenses

  • Build Customized Budgets for Business or Home

  • Develop Successful Debt Reduction and Repayment Plans

  • Create Savings Goals that Stick

Clarity starts with a plan — book your complimentary financial check up today.

Affordable Estate Planning

Protect What Matters Most.

We make estate planning approachable and affordable. Our team helps you organize your financial legacy, protect your loved ones, and ensure your plans are clearly documented and secure.

Estate planning services include:

  • Basic Will and Beneficiary Coordination

  • Retirement and Investment Asset Alignment

  • Life Insurance Review and Recommendations

  • Collaboration with Trusted Network of Estate Partners

Plan confidently for tomorrow — schedule your risk free estate review today.

whether you’re running a business, planning your retirement, or managing family finances, everyday cfo’s is here to make your financial world simple
and stress-free.

Learn more

Our clients have something to say

  • "I was stressed and now I am focused."

    “I own a small business. We are just entering our second year in retail. I met with Mr. Parsons to evaluate my business and get a firm plan - direction. He has been so very helpful. I was stressed and now I am focused. He is amazing. I highly recommend that you consulate with him. Invest in yourself & your business in a way that will pay off in a big way.”

    - Amy T.

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  • "I feel more confident and in control of my business finances."

    Everyday CFOs has been an absolute game changer for my business! Dustin and his team are professional, reliable, and genuinely care about helping their clients succeed. They’ve made bookkeeping and financial organization simple and stress free. Dustin takes the time to explain things clearly and offers practical advice that’s actually useful for daily operations. I feel more confident and in control of my business finances. I highly recommend Everyday CFOs to anyone looking for trustworthy, top notch financial support

    - Kylie

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