About Aligned CPA
Meet the dedicated professionals
behind Aligned CPA
A Message from Our Founder
Hi, I am Joy Lutz.
I started Aligned CPA after seeing the same pattern again and again. Business owners were working incredibly hard, but the financial side of the business was spread across different systems and advisors. Their books were done for taxes, but not for running the business.
Coming from a family of entrepreneurs, I have always understood both the challenges and the rewards of building something from the ground up. Running my own firm taught me lessons that go beyond accounting. It taught me how to build systems, make better financial decisions, and run a business on purpose.
Today, I bring those lessons to the law firm owners we work with. Our goal is to help you run your practice like a real business, with organized financials, coordinated systems, and proactive guidance.
- Joy Lutz
Top 40 Under 40 CPA in the United States
(CPA Practice Advisor)
Small Business of the Year (2016)
(Lake City-Columbia County Chamber of Commerce)
Employer of the Year (2023)
(Lake City-Columbia County Chamber of Commerce)
Our Mission
To help small law firm owners run their practice like a business.
Supporting Small Business Owners Since 2012
60 Years of Experience
Our firm is proud to have a team that is well versed in helping small business owners through tax strategy & planning, business advisory, and accounting. From working for a small business to now having our own, we know your struggles, because they've been our own!
Certified Tax Planner
Your business should work for you, and we're here to help make that happen. Our team has the ability to significantly and legally reduce your taxes while empowering you to reach your goals, ensuring you keep more of your earnings in the most effective manner.
Clio Certified
Aligned CPA is Clio Certified, demonstrating proficiency with the Clio platform. This certification helps us better support law firms by aligning their financial operations with the technology they use every day.
Business Focused
We don't just talk numbers, we talk business. We ensure our clients are compliant and have good numbers to review, and we also discuss how your business is fueling your goals and what you can do to scale growth for long-term success.
What We Stand For
At Aligned CPA, our core values guide how we serve business owners and how we support the law firms we work with.
Meet Your Team
Aligned CPA is supported by a team of professionals who specialize in accounting, payroll, tax planning, and advisory services.
Your Success, Our Priority
Work with a firm that prioritizes your success as if it were their own.