Aligned CPA
About
Aligned CPA is a modern accounting and advisory firm focused on serving solo and small law firms. We provide proactive tax planning, bookkeeping, payroll, trust accounting support, and strategic advisory services designed to help legal professionals improve profitability, maintain compliance, and make informed business decisions. By combining industry expertise with technology-driven solutions, we streamline financial management so attorneys can spend more time serving their clients and growing their practice. Our personalized approach ensures each firm receives the guidance and support needed to achieve long-term success.
Joy understands the nuances of law firm management, and serves as an integral member of our team, helping us with everything from budgeting to trust account compliance to bill-paying and goal-setting.
Best of all, since Joy has joined our team, the amount owed in taxes is no longer a dreadful surprise. While paying taxes is never fun, I now know what to expect and that we have sufficient funds to meet that obligation. That peace of mind is priceless!
Roberta Getzan, Morgan & Getzan, PLLC
Services
-
Accounting (QBO)
-
Trust Accounting
-
Payroll Services
-
Advisory
-
Financial Reporting
-
Tax Planning
Disclaimer
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.