Aligned CPA, LLC

Aligned CPA, LLC is a specialized accountant in Lake City, FL, serving solo and small law firms with integrated financial services tailored to the unique demands of legal practices. The firm provides bookkeeping, payroll, tax strategy, and IOLTA trust accounting, ensuring all financial systems work in coordination to prevent errors and maintain compliance. By connecting directly with legal practice management tools like Clio and Practice Panther, Aligned CPA ensures trust account reconciliations are performed monthly and client ledgers match bank statements. The firm emphasizes year-round financial guidance, helping clients identify tax-saving opportunities before decisions are finalized. With a focus on making law firm finances transparent and actionable, Aligned CPA enables attorneys to run their practices like efficient, profitable businesses.

The firm was founded by Joy Lutz, a CPA recognized as a Top 40 Under 40 in the United States and recipient of multiple local awards, including Small Business of the Year and Employer of the Year from the Lake City-Columbia County Chamber of Commerce. Since 2012, Aligned CPA has supported small business owners with decades of combined experience in tax strategy, business advisory, and accounting. The team is built on the principle of creating coordinated financial systems that go beyond compliance, offering ongoing support and strategic planning to help law firms grow sustainably.

Located at 405 East Duval Street in Lake City, FL, the firm serves clients across the region from its downtown office. While specific nearby landmarks are not listed, the address sits within the heart of the city’s commercial district. The firm’s reputation for reliability, proactive service, and legal-specific expertise has earned consistent recognition, reflected in its 4.90 rating and strong standing among local accounting providers. With a mission to help law firms operate with clarity and purpose, Aligned CPA stands as a trusted financial partner for legal professionals in Lake City and beyond.