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.

You can’t confidently lead your business if you’re constantly guessing about the numbers.Financial clarity helps you und...
08/12/2026

You can’t confidently lead your business if you’re constantly guessing about the numbers.

Financial clarity helps you understand where your business stands, prepare for what’s ahead, and make decisions based on real information instead of uncertainty.

Know your numbers. Lead with confidence.

Ready for more clarity in your business? Book a discovery meeting with us: https://bit.ly/MeetWithAligned

Your books and taxes shouldn’t feel like two separate pieces of your business.At Aligned CPA, we bring your accounting a...
08/11/2026

Your books and taxes shouldn’t feel like two separate pieces of your business.

At Aligned CPA, we bring your accounting and tax strategy together into one aligned system, helping you better understand your numbers, plan ahead, and make more informed financial decisions.

If you’re ready for a clearer approach to your business finances, book a discovery meeting with us today: https://bit.ly/MeetWithAligned

Client funds and firm funds serve two very different purposes, and understanding the difference is essential for every l...
08/10/2026

Client funds and firm funds serve two very different purposes, and understanding the difference is essential for every law firm.

Mixing trust and operating accounts can lead to compliance issues, inaccurate financials, and unnecessary stress.

In our latest blog, we explain the key differences between trust accounting and operating accounting, when funds should be transferred, and the systems that help keep your firm compliant.

📖 Read the full blog: https://alignedcpa.com/trust-accounting-vs-operating-accounting/

When the financial side runs smoothly, you can focus on leading your business. Thank you to our clients who’ve shared th...
08/08/2026

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

Do you know which practice area is actually driving your firm's profits?Many law firm owners look at total revenue, but ...
08/06/2026

Do you know which practice area is actually driving your firm's profits?

Many law firm owners look at total revenue, but revenue alone doesn't tell the full story. Tracking profitability by practice area can help you identify your most profitable services, make smarter pricing decisions, and focus your growth where it matters most.

Read our latest blog to learn how to track law firm profitability and make more informed financial decisions.

📖 Read the full blog: https://alignedcpa.com/track-law-firm-profitability-by-practice-area/

Trust accounting isn't just another administrative task—it's a professional responsibility.Proper IOLTA management prote...
08/05/2026

Trust accounting isn't just another administrative task—it's a professional responsibility.

Proper IOLTA management protects your clients, your firm's reputation, and your license. With the right financial systems and processes in place, you can stay compliant and focus on serving your clients with confidence.

Small financial issues have a way of turning into expensive ones when they're left unchecked.At Aligned CPA, we help sol...
08/04/2026

Small financial issues have a way of turning into expensive ones when they're left unchecked.

At Aligned CPA, we help solo and small law firms stay ahead with proactive bookkeeping, trust accounting, tax planning, and financial guidance designed specifically for attorneys.

If you're ready to gain clarity, confidence, and a stronger financial foundation, we'd love to meet with you.

📅 Schedule your discovery call today: https://bit.ly/MeetWithAligned

We're not done growing! 🎉 Please welcome Ashley to the Aligned CPA team.Ashley joins us as Senior Accountant, bringing d...
08/03/2026

We're not done growing! 🎉 Please welcome Ashley to the Aligned CPA team.

Ashley joins us as Senior Accountant, bringing deep expertise in accounting and tax and a clear path to grow into an advisory role here at Aligned.

So glad to have you here, Ashley. Here's to building something great together. 🙌

Filing your tax return is important, but it should not be the only tax conversation your law firm has all year.Our lates...
07/30/2026

Filing your tax return is important, but it should not be the only tax conversation your law firm has all year.

Our latest blog explains the difference between a tax preparer vs tax advisor and what law firm owners may miss when they only “file the totals.”

Read the full blog on our website to learn why proactive planning can help your firm avoid surprises and make better financial decisions.

Read here: https://alignedcpa.com/tax-preparer-vs-tax-advisor/

Address

405 East Duval Street
Lake City, FL
32055

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Aligned CPA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aligned CPA:

Shortcuts

Share

Category