As a business owner you are constantly worrying about how you can increase your income, make payroll, hire new employees, and a million other things.

I get it.  I’m a business owner too.  But what I have found to be the most helpful is to surround yourself with partners and resources that are going to help you succeed.

And that is what partnering with a modern CPA firm can help you with.

Traditional CPA firms are more reactive than they are proactive. There is nothing wrong with this type of service, but as a growing business, they don’t provide much support and guidance for you.  They focus on activities that have already taken place, such as tax preparation.


Who doesn’t want that?

We’ve found that many of our new clients had no idea that a CPA firm could do these things.

At Aligned CPA, you get the best of both worlds.  Our staff comes with a strong tax background and a strong CFO background.  This means we can help you be more profitable and save more money by paying less taxes.

Here’s how a more modern CPA firm can help you.


Are you looking for a way to take your business to the next level? Do you struggle to understand your finances and to plan for the future? Look no further than a fractional Chief Financial Officer (CFO).

A fractional CFO provides the same benefits as an in-house CFO but at a fraction of the cost. We can help you understand your financial situation and forecast potential challenges, which allows you to take your business farther.

We can help you create and set short-term and long-term goals that align with your business purpose, giving you a competitive edge in the marketplace.

Here are some items we help our clients with:

      • Showing the cost of adding a new employee

      • Helping you plan for when you can afford to add a new employee

      • Understanding where you need to be to qualify for a new loan

      • Amount of distributions you can take, without being worried you’ll need to put the money back into the business

      • Are your margins competitive to others in your industry (benchmarking)

      • Setting key actions that need to happen to reach your annual goals (KPIs)

      • Cash flow analysis to see when you will have positive cash flow

      • How implementing a new tax strategy will affect your cash flow

      • Creating and monitoring your budget

Overall a fractional CFO can help you make informed decisions, avoid financial pitfalls, and drive growth and profitability.

Ultimately, advisory gives you a financial partner and resource to take you further without having the cost and headache of managing in-house staff.  With proper planning, you won’t have to wonder when you can take that next step.  It will already be planned out!


Have you ever wondered if you are over paying in income taxes?

Without proper tax planning, you probably are. That’s why it’s essential to partner with a CPA firm specializing in high-level tax planning for business owners.

High-level tax planning services go beyond simple compliance. A proactive CPA will help you identify and implement tax-saving strategies, and provide ongoing support and advice to ensure that you’re always making the most of every tax opportunity.

The goal of tax planning is to make sure your tax plan is in alignment with your resources and supports your unique circumstances and goals, while reducing your tax bill.

With our help, you can rest assured that your tax planning is in the hands of experienced professionals who have your best interests at heart. We’ll help you stay compliant with all applicable tax laws and regulations while also maximizing your savings and minimizing your tax liabilities.


As a business owner you cannot manage a business effectively with bad accounting, and unfortunately that is what we come across every single day.  You may have an in-house bookkeeper, or you may have been doing it yourself, but 9 times out of 10, it’s not accurate (and not the best use of your time).

This is a major benefit of working with Aligned CPA.  We provide timely and accurate financials to you every single month.  We want you to have the financial information you need at your fingertips.

We also send you meaningful communication.  You are going to hear from us regularly.  There’s no more “I only talk to my CPA at tax time.”

We know you didn’t go to school for accounting so we want to help you understand what your financial situation is, learn what financial information you need to keep your finger on, and how to improve your business’ financial picture without feeling the shame of not knowing.

The right CPA should be willing to help you understand and educate you on these matters.


Not only can a modern CPA firm help you make more informed decisions, save money on taxes, and keep your accounting accurate, w can also work with you in a tech-forward environment.

At Aligned CPA, technology allows us to work with clients all over the US.  We pride ourselves in being flexible and using technology to our advantage.  This includes online client trainings and instructions, video communication, and secure-cloud access to your data.  We understand not everyone wants to read a long email, so we like to send our communication in a more helpful way. We become the resource you’ve been missing.

We would love to help you take your business to the next level. Reach out to us at www.alignedcpa.com and we’ll show you what working with a modern CPA is like!

Schedule Your 15 Minute Consultation Today

Joy sitting at a desk.

Joy Lutz, CPA, CTP

About Joy

I help our client’s keep more money in their pockets by implementing proactive tax strategies.

I promise you, working with a CPA and Certified Tax Planner can be much more exciting than crunching numbers and reviewing last year’s taxes.