Aligned CPA

Aligned CPA Tax strategy and accounting for law firm owners who want to keep more of what they earn.

We handle bookkeeping, trust accounting, tax, and payroll all under one roof.

When the financial side runs smoothly, you can focus on leading your business. Thank you to our clients who’ve shared th...
10/10/2026

When the financial side runs smoothly, you can focus on leading your business. Thank you to our clients who’ve shared that experience.

10/09/2026

Trying to save on taxes? It starts with having the right strategy.

Before spending money just for a tax deduction, consider these three opportunities: entity structure, income shifting, and retirement planning.

Joy breaks down how each can help business owners reduce their tax bill while keeping more of their hard-earned money.

Your caseload may be full, but that doesn’t mean your cash flow is predictable.For contingency fee law firms, settlement...
10/08/2026

Your caseload may be full, but that doesn’t mean your cash flow is predictable.

For contingency fee law firms, settlements can take months or even years while payroll, case costs, marketing, and other expenses keep coming. A strong budget helps your firm prepare for those gaps instead of relying on the next big settlement.

🔗 Read the full post: https://alignedcpa.com/contingency-fee-law-firm-budgeting/

10/08/2026

Thanks to our Elevate Presenting Sponsor: Aligned CPA!

We’re excited to have Aligned CPA as the presenting sponsor of our upcoming Elevate workshop, From Overwhelmed to Optimized: How AI Is Changing the Way Small Businesses Work.

But while we’re talking about the future of business and how technology can help us work smarter, we also want to introduce you to the local business helping companies get their financial house in order.

So, who is Aligned CPA?

Based right here in Lake City, Aligned CPA helps business owners simplify their finances through accounting, bookkeeping, payroll, tax planning and business advisory services.

Founded by Joy Lutz, CPA, Aligned CPA believes your numbers should do more than prepare you for tax season. They should help you make better decisions, plan ahead and grow with confidence.

While specializing in solo and small law firms, Aligned CPA also serves professional service firms and other locally owned businesses.

We’re grateful to have Aligned CPA investing in professional development and helping us bring relevant, practical programming to our business community.

Thank you, Aligned CPA, for helping us Elevate! 👏

💲Learn more about Aligned CPA here: https://bit.ly/4rIoPBp

🚀 Secure your tickets to the next Elevate session here: https://bit.ly/3UU6BBf

If you haven’t registered for From Overwhelmed to Optimized yet, this is one workshop you won’t want to miss. 🚀

10/07/2026

As year-end approaches, make sure your tax decisions also make good business sense.

Receipts and recordkeeping don’t have to be complicated. Keeping organized records throughout the year can make bookkeep...
10/06/2026

Receipts and recordkeeping don’t have to be complicated. Keeping organized records throughout the year can make bookkeeping easier, support accurate tax filings, and save you from scrambling when you need documentation.

A little organization now can save a lot of time later.

Ready to simplify the financial side of your law firm? Schedule a discovery meeting with Aligned CPA to see how we can help.

🔗 https://bit.ly/MeetWithAligned

Your law firm may be busy, but is it actually performing the way you think it is?Tracking the right KPIs each month can ...
10/05/2026

Your law firm may be busy, but is it actually performing the way you think it is?

Tracking the right KPIs each month can give you a clearer picture of your firm's profitability, cash flow, collections, and overall financial health.

Our latest blog breaks down the law firm KPIs every owner should know and how to use them to make better business decisions.

🔗 Read the full post: https://alignedcpa.com/law-firm-kpis/

10/02/2026

Watch the full video on our YouTube channel to learn more.

How much could your law firm be leaving on the table without a proactive tax strategy?Tax planning isn’t just something ...
10/01/2026

How much could your law firm be leaving on the table without a proactive tax strategy?

Tax planning isn’t just something to think about at year-end. The right strategy can help you identify missed opportunities, better prepare for tax payments, and make smarter financial decisions as your firm grows.

Our latest blog breaks down where law firm owners may be losing money and why year-round tax planning matters.

🔗 Read the full post: https://alignedcpa.com/tax-planning-for-law-firms/

Address

405 East Duval Street
Lake City, FL
32055

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm

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