Start Running Your Law Firm Like a Business.
Integrated bookkeeping, payroll, tax strategy, and IOLTA accounting built specifically for solo and small law firms.
Year-Round Support
We meet multiple times during the year to find tax-saving opportunities while you can still act, not after the year is over.
Integrated Services
Your bookkeeping, payroll, tax, and trust accounting work together in one coordinated system so nothing falls through the cracks.
Legal-Specific Expertise
We connect directly with tools like Clio and Practice Panther to reconcile your trust accounts monthly so compliance issues get caught before they become problems.
Busy Isn't the Same
as Successful.
Your Business Finances Aren't
Getting the Attention They Need.
You're busy serving clients, managing cases, and hitting deadlines. The legal work gets your focus and the financial side of the firm gets whatever time is left.
Meanwhile, your bookkeeping, payroll, tax planning, and trust accounting are disconnected from each other. And things are falling through the cracks.
You stay busy, but it doesn't feel like the work is turning into real profit for you.
Work Smarter, Not Harder.
A Financial Operating System Built for Law Firms
Aligned CPA provides an integrated system of bookkeeping, payroll, tax planning, trust accounting, and advisory services designed specifically for solo and small law firms.
We reconcile trust accounts monthly and verify client ledgers against the bank.
We connect Clio, your trust account, and your books so your numbers match and compliance stays intact.
We manage payroll so compensation, tax withholdings, and owner pay stay aligned.
We provide ongoing guidance and meet with you throughout the year to adjust tax strategy before decisions are locked in.
When you have a truly coordinated financial system, you can run your practice like a real business — which allows you to make more money, stay compliant, and move your firm forward.
Who It's For
About Aligned CPA
Built for Solo & Small Law Firms
Aligned CPA is based in Lake City, Florida, with a focus on solo and small law firms. We designed our services on purpose because law firms have different rules and higher standards, especially around trust accounting.
We believe small law firms deserve the same structure, accountability, and guidance as larger firms. You should not have to teach your accountant how to handle compliance or double-check whether things were done correctly.
Today, we support solo and small law firms across 3 states and have focused on law firm accounting since 2016.
How It Works
-
Reset the Baseline
We organize and reconcile your bookkeeping and trust accounts so your numbers are accurate and you can clearly see how revenue turns into profit, cash flow, and owner pay.
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Implement Systems
We put an integrated system in place for bookkeeping, payroll, tax, and trust accounting, connected to tools like Clio, so compliance and reporting are handled properly
and consistently. -
Adjust Proactively
With accurate numbers in place, we meet throughout the year to refine tax strategy, review performance, and improve profitability.
Stop Guessing. Start Running Your Firm Intentionally.
A Financial Operating System Built for Law Firms
If you want clear numbers, proactive tax strategy, and trust accounting that's handled correctly month after month, let's talk.