Business Details
14 Years
experience
Your Trusted Partner for Accounting & Business Advisory Solutions
Aligned CPA is a dedicated accounting firm specializing in strategic financial solutions for business owners. Since 2012, we have prioritized proactive tax planning, accurate accounting, and comprehensive business advisory services to empower small businesses. Our team of experienced professionals, including certified tax planners, works closely with clients to ensure financial clarity, compliance, and growth. We focus on reducing tax liabilities, optimizing business strategies, and providing personalized support through monthly communication.With over 60 years of combined experience, we understand the challenges faced by business owners and are committed to delivering tailored solutions that align with their goals. Our services cater to medical practices, law firms, and small business owners, helping them achieve financial success with integrity and care.
Services
Strategic Accounting
Tax Planning
Payroll Processing
Business Advisory
Financial Reporting
Details
- Year established: 2012
Highlights and features
- We offer 60 years of combined experience in accounting and tax planning.
- Our team includes certified tax planners dedicated to minimizing liabilities.
- We provide personalized monthly communication and strategic insights.
- Our client-focused approach prioritizes your business growth and compliance.
- We specialize in serving medical practices, law firms, and small businesses.
What people say
Peace of mind
Spend more time growing
Customized solutions
Strategic insights
Stress-free compliance
Services
Strategic Accounting
Our strategic monthly accounting service ensures accurate financial tracking and reporting tailored to your business needs. We streamline processes to enhance productivity, reduce costs, and support sustainable growth. With proactive insights, we help you make informed decisions to optimize your financial performance.
Tax Planning
Proactive tax planning minimizes liabilities while maximizing deductions through customized strategies. Our experts analyze your financial situation to create actionable plans that align with your growth goals. We ensure compliance and provide clarity on tax obligations to avoid surprises.
Business Advisory
Our business advisory services focus on scaling your operations with tailored guidance. We offer quarterly growth sessions, financial reporting, and goal tracking to drive strategic decisions. Our team acts as a partner in achieving long-term success and profitability.
Payroll Processing
Streamline payroll management with our comprehensive processing solutions. We handle tax payments, filings, and compliance to ensure stress-free paydays. Our services reduce administrative burdens, allowing you to focus on core business activities.
Financial Reporting
Customized financial reporting provides actionable insights into your business performance. We deliver detailed analyses to support strategic planning and decision-making. Our reports are designed to enhance transparency and drive growth through data-driven strategies.
People
Joy
CEO & Founder
Joy leads Aligned CPA with over 20 years of experience in accounting and business strategy. She specializes in helping law firms and small businesses achieve financial clarity and growth through personalized advisory services.
Sara
Client Manager
Sara oversees client relationships, ensuring seamless communication and tailored support. With expertise in accounting compliance, she helps businesses maintain accurate records and achieve their financial goals efficiently.
Michelle
Onboarding Manager
Michelle streamlines the onboarding process, guiding new clients through strategic setup. Her focus on operational efficiency ensures smooth transitions and long-term client success through proactive financial management.
Adam
Senior Accountant
Adam provides expert accounting services, specializing in tax strategy and compliance. His analytical approach ensures clients optimize deductions while maintaining accurate financial records aligned with business objectives.
Barbara
Staff Accountant
Barbara supports clients with meticulous accounting and payroll processing. Her attention to detail ensures compliance and accuracy, allowing businesses to focus on growth without administrative burdens.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, tax planning, payroll processing, and business advisory services tailored to small businesses' needs.
How can your firm help reduce my tax liabilities?
Our certified tax planners create customized strategies to maximize deductions and minimize liabilities while ensuring compliance.
Do you specialize in specific industries?
Yes, we specialize in serving medical practices, law firms, and small business owners with industry-specific expertise.
What is included in your STRATEGIC service package?
The STRATEGIC package includes quarterly growth sessions, customized financial reporting, and goal tracking for scalable growth.
How do you support clients with payroll management?
We handle payroll processing, tax payments, and filings to ensure compliance and reduce administrative burdens for business owners.
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