Aligned CPA, LLC of Lively

Aligned CPA, LLC of Lively is an accountant in Lively, FL. The firm specializes in providing integrated financial services for solo and small law firms, handling bookkeeping, payroll, tax strategy, and IOLTA trust accounting. This coordinated approach ensures that financial data from legal software tools like Clio and Practice Panther is reconciled monthly against bank records, keeping compliance issues in check. The firm serves business owners who need their financial systems to work together rather than operating as disconnected patches, allowing them to run their practices with organized financials and proactive guidance.

Founded by Joy Lutz, the firm was established to address the common pattern of business owners working hard while their financial management remains scattered across different systems and advisors. Lutz brings a background in entrepreneurship and a focus on building systems that support better financial decision-making. The firm has supported small business owners since 2012 and boasts a team with 60 years of combined experience in tax strategy, business advisory, and accounting. Aligned CPA has received several local recognitions, including being named a Top 40 Under 40 CPA in the United States by CPA Practice Advisor, a Small Business of the Year award from the Lake City-Columbia County Chamber of Commerce in 2016, and an Employer of the Year award from the same chamber in 2023.

The office is located at 405 E Duval St. The firm holds a rating of 4.90, reflecting a positive experience from the customers who have reviewed its services. This standing underscores the firm's effectiveness in helping law firm owners manage their finances as a cohesive business unit.