Aligned CPA

07/21/2026

Keeping more of what you earn starts long before tax season.

Proactive tax planning helps you make informed financial decisions throughout the year, minimize your tax liability, and avoid costly surprises when it's time to file.

If you're ready for a more strategic approach to your business finances, we'd love to help.

📅 Schedule a discovery meeting with our team today: https://alignedcpa.com/contact/

07/18/2026

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

07/16/2026

Is your law firm’s bill pay process helping your business, or creating more risk?

In our latest blog, we’re sharing an honest review of Bill.com for law firm bill pay, including approval workflows, vendor payments, QuickBooks syncing, document storage, internal controls, fraud prevention, and where the platform may fall short.

For small law firms, the right bill pay system can improve cash flow visibility, reduce errors, and create stronger financial controls.

Read the full blog: https://alignedcpa.com/bill-com-for-law-firms/

07/15/2026

We’re excited to be featured on the latest episode of The Gateway Connection podcast! 🎙️

A big thank you to the Lake City-Columbia County Chamber of Commerce for hosting Joy and giving us the opportunity to share the story behind Aligned CPA, discuss entrepreneurship, leadership, and what it takes to build a strong team and business.

🎧 Listen to the episode here: https://lnk.bio/gatewaychamber

🎙️ A new episode of The Gateway Connection is here!

Presented by Security Safe Company, this episode features Joy Lutz, Founder of Aligned CPA for a conversation about entrepreneurship, leadership, and what it takes to build a successful business.

Joy shares her journey of building Aligned CPA, the challenges of growing a team, and why intentional workplace culture is essential for long-term success. She also offers insight on recruiting talent, retaining great employees, and navigating the decisions that come with scaling a business.

Whether you’re thinking about starting a business, growing your team, or looking for ways to become a stronger leader, this conversation is full of practical advice and inspiration.

🎧 Listen here: https://lnk.bio/gatewaychamber

🔐 Connect with Security Safe here: https://bit.ly/4mdmlZQ

And be sure to like, share, and subscribe as we continue releasing new episodes every other week!

07/14/2026

Your CPA should help you make better decisions all year, not just show up when it is time to file taxes.

At Aligned CPA, we help law firm owners get clear financial reporting, proactive tax planning, and year-round guidance so they can stay ahead of problems before they become expensive.

Ready for support that goes beyond tax season?

Book a discovery call with us today: https://bit.ly/MeetWithAlignedCPA

07/13/2026

Law firm owners often fall behind on quarterly tax payments because the numbers are not clear until it is too late.

Irregular income, owner draws, no tax reserve, outdated bookkeeping, and missing projections can all lead to surprise tax bills.

The good news? This is usually a systems problem, not a profit problem.

In our latest blog, we break down why quarterly tax payments get missed and how law firm owners can plan ahead with better bookkeeping, cash flow tracking, and tax projections.

Read the full blog: https://alignedcpa.com/law-firm-quarterly-tax-payments

07/11/2026

Behind every great decision is reliable financial insight. We’re grateful to those who recognize and share that value.

07/08/2026

We're growing! 🎉 Please welcome two incredible additions to the Aligned CPA team.

Ashli joins us as our Admin & Executive Assistant, keeping our office running smoothly, our clients feeling cared for, and our team focused on what matters most.

Grace comes on as Senior Accountant with deep expertise in accounting and tax and a clear path to grow into an advisory role here at Aligned.

We are so glad you're both here. Here's to building something great together.

07/07/2026

Your IOLTA account is not just another bank account. It holds client funds, which means accuracy, documentation, and clean trust accounting matter.

For law firm owners, proper IOLTA management helps protect your clients, your firm, and your peace of mind.

Clean books. Clear records. Better sleep at night.

07/06/2026

Is your law firm making over $1M in revenue?

At this stage, tax planning should not wait until year-end. The right strategy can help you protect profit, improve cash flow, plan owner compensation, maximize retirement opportunities, and avoid missed deductions.

Our newest blog breaks down the best tax strategies law firm owners should be thinking about before tax season.

Read the full article on our website: https://alignedcpa.com/blog/best-tax-strategies-for-law-firm-owners/