Aligned CPA, LLC of Lakeside

Aligned CPA, LLC of Lakeside is an accountant in Lakeside, FL, specializing in integrated financial services for solo and small law firms. The firm provides a coordinated system of bookkeeping, payroll, tax strategy, and IOLTA trust accounting designed to keep financial records accurate and compliant. By connecting directly with legal practice management tools like Clio and Practice Panther, the team reconciles trust accounts monthly and verifies client ledgers against bank statements to catch compliance issues early. This approach ensures that bookkeeping, payroll, and tax planning work together as one unified system rather than disconnected tasks, allowing law firm owners to focus on their clients while the financial side of the business remains organized.

The firm is led by founder Joy Lutz, who established Aligned CPA after observing that many business owners struggled with fragmented financial systems where books were maintained for taxes but not for operational decision-making. Coming from a family of entrepreneurs, Lutz applies a focus on building systems and making purposeful financial decisions to support law firm owners. The company has supported small business owners since 2012 and maintains a team with 60 years of combined experience in tax strategy, business advisory, and accounting. Aligned CPA has received several local recognitions, including Small Business of the Year in 2016 and Employer of the Year in 2023 from the Lake City-Columbia County Chamber of Commerce, along with a Top 40 Under 40 CPA designation from CPA Practice Advisor.

The office is located at 405 E Duval St. It holds a rating of 4.90 based on customer reviews, reflecting a positive experience for those who have engaged with the firm.

Aligned CPA, LLC of Lakeside provides specialized financial infrastructure that allows law firms in Lakeside to operate with the same level of organizational rigor as their legal practice.