Aligned CPA is a CPA firm in Lake City, Florida serving small and mid-sized businesses with accounting, bookkeeping, payroll, tax services, and tax planning. Its source material describes support for local business owners in industries such as retail, construction, and professional services, with both in-person and remote service formats listed in the profile facts.

The firm also provides integrated accounting for solo and small law firms, including bookkeeping, payroll, tax strategy, IOLTA accounting, and trust accounting. For legal clients, Aligned CPA references direct work with tools such as Clio and Practice Panther to help reconcile trust accounts and connect firm financial records.

Its stated service approach centers on year-round accounting support, tax planning, monthly reconciliation, and advisory guidance for business owners who need clearer financial records and coordinated back-office processes.