Business Services
An Integrated System of Accounting Services
Bookkeeping, payroll, tax strategy, and IOLTA trust accounting for solo and small law firms.
Multiple Services, One System
Most law firms end up with a patchwork of financial support.
One vendor handles bookkeeping, another files taxes, payroll runs through a separate provider, and trust accounting is managed through Clio or Practice Panther.
Aligned CPA provides a coordinated system where bookkeeping, payroll, tax planning, and trust accounting work together. Your legal software connects with your accounting system so your numbers stay consistent and the financial side of your practice becomes something you can rely on.
Our Services
These services work together as one coordinated financial system designed specifically for solo and small law firms.
Bookkeeping
We maintain and reconcile your books on an ongoing basis so your financial statements stay current and accurate. That includes recording and categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial reports that show revenue, expenses, profit, cash flow, and owner pay.
Payroll
We run payroll as part of the overall accounting system so compensation, payroll tax withholdings, and owner pay stay aligned with your books and tax planning. This includes processing payroll, handling related filings and payments, and making sure payroll activity is recorded correctly in the financials.
IOLTA Trust Accounting
We reconcile trust accounts each month and verify client ledgers against the bank and practice management software. This includes checking that trust activity is recorded correctly, that balances match across systems, and that the records needed for bar compliance are maintained consistently.
Tax Preparation & Year-Round Strategy
We prepare the business tax filings and review your numbers throughout the year so tax decisions are not left until year-end. That includes ongoing tax planning meetings, reviewing current profit and tax position, identifying planning opportunities, and adjusting strategy while changes can still be made
Financial Reporting & Advisory
Each month, we provide financial reports that show how the firm is performing and use those reports as the basis for ongoing advisory conversations. Those conversations may cover profitability, cash flow, owner compensation, hiring, pricing, and other business decisions that depend on accurate financial data.
Take the Next Step
If you want a coordinated financial system instead of disconnected vendors, we should talk.
Schedule a call to see how the system works and whether it’s the right fit for your firm.