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Your Small Business CPA

Helping you make well informed, growth centric decisions that will reach your goals.

Spend less time managing your finances and more time growing your company.

At Aligned CPA we know that you want to be a better business owner with a clear plan. In order to do that, you need financial understanding and confidence.

By joining the team at Aligned CPA, we know that we can help business owners see their dreams of owning and running profitable and successful businesses become a reality.

Business owners can expect regular financial insights as well as improved growth and tax planning.  Make confident, financial-based decisions with our monthly communication approach. With our help, you have the support you need to achieve your business goals.

 

Supporting Small Business Owners Since 2012

30 Years of Experience

Our firm is proud to have a team that is well versed in helping small business owners through tax strategy & planning, CFO level support, 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

Joy Lutz, CPA, CTP, has the ability to significantly and legally reduce your taxes while aligning your financial decisions with long-term goals, ensuring you keep more of your earnings in the most tax-efficient manner.  Your business should work for you, and we’re here to help make that happen.

Business Accounting

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.  Your success is our success, and we take it seriously.

Meet Your Team

Joy

CEO & Founder

Cessie

Director of Advisory

Owen

Office Manager

Michelle

Staff Accountant

Barbara

Staff Accountant

LOGAN

STAFF ACCOUNTANT

Jordan

Business Development

Your Success, Our Priority

Work with a firm that prioritizes your success as if it were their own.