Breaking Tradition and Going Modern
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Breaking Tradition and Going Modern
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John Randolph sits down with Joy Lutz, founder and CEO of Aligned CPA in Lake City, Florida, on Episode 71 of CPA Life. Joy has been “right behind the trailblazers” in the profession as she’s grown her firm from two to eight employees within the past four years, and the knowledge and experience she’s gained are keys to this discussion. Joy has placed Aligned’s focus directly on helping service-based businesses simplify their financials, optimize tax strategies, and develop growth plans, all while avoiding billable hours and utilizing a full-service, monthly recurring revenue model that incentivizes her employees to give great service. She discusses proper talent acquisition and running a firm like a business while highlighting her belief in community engagement and mentoring as cornerstones to success in Accounting, evidenced by Aligned being named the Small Firm of the Year by PASBA for 2025.
Get the full show notes and more resources at CPALifePodcast.com