Aligned CPA, LLC

Aligned CPA, LLC is an accountant in Lake City, FL, located at 405 E Duval St. The firm provides integrated bookkeeping, payroll, tax strategy, and IOLTA trust accounting services for solo and small law firms. It connects directly with legal practice management tools such as Clio and Practice Panther to reconcile trust accounts monthly and verify client ledgers against the bank. The team manages payroll to align compensation and tax withholdings, and provides ongoing tax planning guidance throughout the year to help owners adjust strategies before decisions are locked in. The business holds a rating of 4.90 based on customer reviews.

Founder Joy Lutz established Aligned CPA after observing that business owners often struggled with financials spread across disconnected systems. The firm operates as a coordinated financial system rather than a patchwork of separate vendors. Its mission is to help small law firm owners run their practice like a real business through organized financials and proactive guidance. The team includes professionals with 60 years of combined experience in tax strategy, planning, and business advisory. The firm has supported small business owners since 2012.

Joy Lutz was named a Top 40 Under 40 CPA in the United States by CPA Practice Advisor. Aligned CPA, LLC received the Small Business of the Year award from the Lake City-Columbia County Chamber of Commerce in 2016 and the Employer of the Year award in 2023.

The business is known for its positive rating from the customers who have reviewed it. This standing reflects the firm's focus on integrated accounting services that help law firms maintain compliance and improve profitability.

Aligned CPA, LLC delivers specialized accounting support to Lake City law firms through its integrated financial systems and experienced team.

The firm sits on East Duval Street, about 0.1 miles from Central School and the Columbia County Schools Aquatic Center. It is also near West Duval Street and Young's Park, which is roughly 0.2 miles away.

BizScoreAI gave the business a Content Quality score of 100 out of 100, which means the website clearly describes its services and answers customer questions so AI assistants can quote it directly. The Technical score is 93 out of 100, showing the site is secure and easy for search engines to read without errors. It ranks number 1 of 6 Accountant businesses that BizScoreAI has scored in Lake City.