Aligned CPA
Accounting • 
Lake City, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 224 E Duval St, Lake City, Florida 32055, us |
| Phone number | +13867524005 |
| Website | |
| NAICS | 5412 |
| SIC | 872 |
| Keywords | Advisory, Accounting, Tax Planning, Payroll |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Aligned CPA
Joy Lutz
Ceo
Aligned CPA Email Formats
Aligned CPA uses 2 email formats. The most common is {first initial} (e.g., j@alignedcpa.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@alignedcpa.com | 57.1% |
{first name} | john@alignedcpa.com | 42.9% |
About Aligned CPA
At Aligned CPA, we believe every small business deserves a partner who goes beyond the numbers. We help service-based businesses simplify their financials, optimize their tax strategies, and develop actionable plans for sustainable growth. Whether you're looking to streamline your bookkeeping, implement a strategic budget, or gain deeper financial clarity to guide your next move, our team is here to help. We combine expertise, approachability, and proactive support to deliver high-value solutions tailored to your goals. We specialize in partnering with service-based businesses, including: Law Firms Medical Offices (Doctors, Chiropractors, Estheticians, etc.) Trades (HVAC, Plumbers, Roofers, Electricians, etc.) Our clients often come to us with messy books, a fear of overpaying taxes, or a desire to understand their financial data. They value high-quality service and want to reclaim their time to focus on what matters most.
Aligned CPA revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Aligned CPA has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Aligned CPA has never raised funding before.
Aligned CPA Tech Stack
Discover the technologies and tools that power Aligned CPA's digital infrastructure, from frameworks to analytics platforms.
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Performance
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Frequently asked questions
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