News

Welcome Our Newest Team Member

 Michelle LeNeave

Michelle LeNeave

Met our Newest Team Member, Michelle

Michelle has been providing bookkeeping services for 20 years to various businesses in the North Florida area. She spends most of her free time at a ball field or stadium watching her son play sports. She is also the proud mom of a college student but isn’t allowed to follow her around anymore!

She handles the backend accounting for many of our clients, as well cleanup of messy books, and other client projects. She also helps Joy with starting the year-end process for our small business clients. She provides an important supporting role in delivering value to our clients.

You can email Michelle at michelle@ alignedcpa.com if you have any questions about your bookkeeping, other accounting questions, or to check on the status of the project we are working on for you.

We’re Here to Help!


 Joy Lizotte, CPA

Joy Lizotte, CPA

About Joy

I help service based businesses GROW by providing accounting and growth planning services that will take their business to the next level.

I promise you, working with a CPA can be much more exciting than crunching numbers and reviewing last year’s taxes. I look at the day-to-day of your business and help you find ways to perform better, grow bigger and generate revenue with greater ease. 

New Brand. Same People + Service.

 Joy Lizotte-Lutz

Joy Lizotte-Lutz

it looks a little different around here...

 

Launching our new brand

For those of you that don't know, I got married in September, so with a new marriage also comes a new name!

After owning Lizotte CPA, LLC for 6 years I wanted a name that spoke more about what we do and how we want to serve our clients.  Out of that, Aligned CPA was born.

It is my vision to serve our clients and "align" their business goals, with their actions and finances. What does that mean?  We don't want to be your form filler.  We want to talk with you and discuss your business operations, what's working, and what's not.  And discuss where you want to be in 3 years, 5 years, or 10 years from now.  Then develop an action plan that will help you achieve those dreams.

There is nothing more rewarding than seeing our clients succeed!

 

Where to find us

You can still find us at 224 E. Duval Street  Lake City, FL

alignedcpa.com

 

Thanks for your support

I'm honored to serve so many great businesses.  Thank you for taking this journey with us.

Truly,

Joy Lizotte-Lutz


Joy-0073.jpg

About Joy

I’m an accounting expert, business coach, and growth planner. I’m dedicated to helping you grow, set goals, and be the business owner you've always wanted to be.

We're Hiring a Bookkeeper. Is That You?

We are currently hiring for a part-time Bookkeeper/Accountant to fill the role of maintaining our client accounting files. Maintaining client accounting files includes:

  • Updating client files on a weekly basis, including:

    • Adding new bank transactions and categorizing them correctly

    • Reconciling accounts- bank accounts, credit card accounts, merchant accounts, payroll accounts, note payable accounts

    • Preparing monthly management reports and corresponding work papers

  • Scheduling bill payments for accounts payable transactions

  • Creating and sending invoices and statements

  • Updating and designing spreadsheets

  • Updating internal project management systems

  • Other administrative duties (we’re a small office so we all pitch in)

This position is for you if:

  • You are available to work 20-25 hours per week, and potentially open to having your hours increase as your workload increases

  • You are comfortable working in a paperless and cloud-based environment (i.e. tech savvy)

  • You enjoy learning new things. We have a core value of Continuous Learning. That means we want to be on the front-end of change in our industry. We think it’s important to learn new things to benefit our clients and to better ourselves

  • You are self-motivated and don’t want to be micro-managed. You will be responsible for managing your time and meeting deadlines

Requirements:

  • Two years of QuickBooks experience

  • Two years of Microsoft Office or Google Suites experience

  • Prior CPA Firm experience is a plus

  • Detailed, organized, and self-motivated

Ready to apply?

If you’re still reading this and think the position sounds like a good fit, send your resume to info@lizottecpa.com

We're Hiring!

We are a CPA firm dedicated to supporting small business clients by providing valuable services, innovative solutions, and personal attention. We are passionate about small business and want others who share that passion.  We specialize in outsourced accounting, business coaching, and growth planning. We are currently hiring for a part-time accounting specialist to fill the role of maintaining our client accounting files.

Maintaining client accounting files includes:

  • Updating client files on a weekly basis, including:

    • Adding new bank transactions and categorizing them correctly

    • Reconciling accounts- bank accounts, credit card accounts, merchant accounts, payroll accounts, note payable accounts

    • Preparing monthly management reports and corresponding work papers

  • Scheduling bill payments for accounts payable transactions

  • Creating and sending invoices and statements

  • Updating and designing spreadsheets

  • Updating internal project management systems

  • Other administrative duties (we're a small office so we all pitch in)

This position is for you if:

  • You are available to work 20 hours per week, and potentially open to having your hours increase as your workload increases

  • You are able to track time per firm standards. While we don't bill time to our clients we do measure time for internal benchmarking

  • You enjoy learning new things. We have a core value of Continuous Learning. That means we want to be on the front-end of change in our industry. We think it's important to learn new things to benefit our clients and to better ourselves

  • You are self-motivated and don't want to be micro-managed. You will be responsible for managing your time and meeting deadlines (#adulting)

  • You are comfortable working in a paperless and cloud-based environment (i.e. tech savvy)

Requirements:

  • Two years of QuickBooks experience

  • Two years of Microsoft Office experience

Ready to apply?

If you're still reading this and think the position sounds like a good fit, send your resume to info@lizottecpa.com

  • Your cover letter should be the body of the email.

  • Subject line should read- "I Want To Be Your Next Hire"

(Failure to do those things tells us you're not good with details... and accounting is all about the details)