Aligned CPA, LLC: Small Business Accounting

Aligned CPA, LLC, located in Lake City, FL, is a small business accountant that offers proactive accounting solutions for business owners. They provide advisory, tax planning, accounting, and payroll services. Their aim is to guide businesses to financial success with care and integrity.

Aligned CPA understands the aspirations of business owners to excel with a well-defined plan. They recognize that achieving this requires confidence in one’s finances. The firm helps businesses gain clarity on their accounting and financial position, ensures they are not overpaying in taxes, and supports their business growth decisions. They offer strategic monthly accounting, proactive tax planning, and complete business advisory services.

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4.9
62 reviews
  • Gary Liberty
    Gary Liberty
    a month ago

    Aligned CPA has been an absolute game changer for our business. Their communication is excellent, they stay up to date on the latest information, and they truly help us to understand our numbers-not just hand us reports. For the first time, we feel confident making decisions based on clear financial insight. They are great to work with and genuinely invested in our success. Highly recommend.

  • Noah Walker
    Noah Walker
    3 months ago

    I’ve used aligned CPA for personal return and our business for a while now! They always provide prompt and sound advice/action that helps move the bottom line!

  • Sherry Browning-Judd
    Sherry Browning-Judd
    3 months ago

    An appointment was scheduled a few weeks ago and the day before my meeting I received an email referencing my business income and stating that based on that they were not a good fit since their packages started at $500 a month. Assuming I was too poor to afford their services without bothering to follow through on the appointment to gain any real information or insight about my business or finances. Such a disappointment!

  • NIck Carlucci
    NIck Carlucci
    7 months ago

    We have used aligned CPA for years, and we are extremely happy with the results. Ashton, Owen and the other team members are always helpful, courteous and professional.

  • Jon Jackson
    Jon Jackson
    a year ago

    Joy and all of her team have been fantastic to work with. Modern systems to keep us updated, easy online processes to keep files moving and a wonderful office setting including the outdoor meeting area to relax a touch when working through the "fun" tax issues. Highly recommend the team at Aligned CPA.

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