A CPA Firm for Solo and Small Law Firms


Do you have...

» Worry about your trust accounting and IOLTA requirements?

» Fears that you are paying too much in taxes?

» Trouble understanding your bookkeeping system and why it’s important?

» A paper-based accounting system?

» No idea how much money your making?

» Employees that aren’t consistent in their job?

» Difficulty making hard decisions about spending?

How we can help...

» Give you peace of mind that it’s done correctly.

» Provide a tax assessment to see where you can save money.

» Learn what your accounting information really means and where to find huge insights.

» Move to a cloud-based system that’s always up-to-date.

» Track your accounting and explain your financial reports.

» Systematize your firm so it can run more efficiently.

» Get a clear plan to achieve your income and growth goals.

Aligned CPA


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there is NO "one-size fits all"
solution FOR law firm Accounting

When running a law firm, you need to spend your time working on activities that will make you more money, not paperwork and administrative duties!

You need to have financial information at your fingertips.  Information you can rely on and make decisions from. Imagine having someone on your team with the expert knowledge of law firm accounting and financial information without the cost of a full-time professional.

You also have strict trust accounting rules that must be followed to a “T”. We can help you maintain accurate trust accounting reports.

You need someone to provide reliable financial information, develop better accounting systems, maintain your trust accounting, and support your firm.

we can help you by outsourcing your accounting

Our clients find that it is not only more affordable, but also more accurate, to outsource their law firm accounting to us than to hire, manage, train, and oversee internal staff.

When working with Aligned CPA you can expect:

  • To work with a law firm accounting expert

  • To have a customized accounting system that meets your needs

  • To have up to date financial information at your finger tips

  • To learn more about what your numbers mean

How does outsourced accounting work?

When we start the accounting process, we help you determine what type of system is best for you and your business. That could be the system you’re already using or a new system you’ve never heard of! Either way it will be a cloud based and paperless system that you can access anywhere, anytime to have the information at your fingertips.

We currently only work with service-based businesses. Is this you? Are you ready to change your firm and get started?


Coaching helps you set a Vision for your business and reach your Dreams.


When running a law firm you face challenges every day. Imagine having someone on your team to support, encourage, and guide you through challenging decisions. Have you ever wished you had someone to discuss new ideas with? Someone to help you through tough decisions. Or maybe you need someone to hold you accountable to your business goals.

If this is you, you need a business coach.

The clients that we work with have all been in that position. They needed someone to support, encourage, and help them be better leaders in their business journey.

When working with me you can expect:

  • To set long-term and short-term goals

  • To be held accountable to yourself and your business

  • To learn to delegate day-to-day tasks to others so you can focus on the big picture

  • To work through communicating with employees to get what you want

  • To find a deeper value in yourself and your services

How does coaching work?

When we start the coaching process, we help you work through your CURRENT business situation (do you have set goals, business issues you’re experiencing, the financial picture, etc.) Then we help you determine what you want your FUTURE firm to look like. The difference is the GAP. This gap is what needs to change in order for you to reach your dreams.

Are you ready to change your business and get started?

We have designed three packages to fit each stage of business ownership.



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Are you looking to grow your business? That can be anything from increasing your profits, adding another location, hiring new team members, buying a competitor, or growing a firm to eventually sell.

If this is you, you need a strategic Plan to map out your business growth. 

A STRATEGIC PLAN simply tells:

Where you currently are

Where you want to be

What needs to happen to get from where you are to where you want to be

How does strategic planning work?

We have developed a Four Phase Process to work through. We determine what your current firm situation is, start developing strategic parts, implement the plan, and then execute the plan.

First Phase

When we start the process, we spend a lot of time determining where your business currently is. We complete a Firm Assessment. We dig deep into how you operate. During that process we learn valuable information – things we should start, stop, or continue doing.

Second Phase

Then we help you document your Purpose, Vision, and Core Values. We’ve found that many businesses have skipped this during their law firm startup days, but it is a critical area to get clear on. We help you define what your purpose is – what you’re trying to solve or provide to your clients, as well as your long and short term goals. We then work through the strategies you’re going to put into place to reach them.

Third Phase

During the third phase we break your long term goals into annual and quarterly priorities. We help you communicate these goals and responsibilities to your team members.

Fourth & Final Phase

And in the final phase we help you take all of that information and put it into place in your firm. We set a schedule for what should happen when and who is responsible to ensure that these strategies are being implemented so you can reach your overall goals. Then you and you team are held accountable to the plan.

When working with us you can expect:

  • To clearly define your Purpose, Vision, and Values (and why this is SO important)

  • To create a plan to reach your Vision (aka Goals)

  • To develop new strategies to grow your law firm

  • To learn how to communicate your plan to your employees and get them onboard

  • To implement and monitor a plan for growth

What makes me different?

I have the background of a traditional CPA. I have provided tax planning and accounting services to many different industries and clients, but have always been fascinated by the operations side of businesses and how they generate profits, so I decided to learn more about what made certain businesses more successful than others. I combined all of that knowledge to offer coaching and strategic planning services.

Are you ready to change your firm? We work with solo and small law firms who are looking for guidance, ready to change, and are willing to put in the work. If that’s you (we hope it is), let's set up a time to chat.