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Power your Firm by Understanding your Numbers: From Financial Statements and Budgets to Goal Setting

May 18, 2022 @ 12:00 PM – 1:00 PM
Free for Solo & Small Firm Section Members
May 18, 12 – 1 PM, free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members.* Presented CPA Joy Lutz, Certified Tax Coach, Aligned CPA, LLC, Lake City. Joshua Hertz will serve as moderator. Course number and 1.0 CLE credit pending. REGISTER

*Registration will be approved when section membership is confirmed.

CPA Joy LutzJoy Lutz is a CPA, certified tax coach, and owner of Aligned CPA, LLC in Lake City, FL, where she helps solo and small law firms with accounting, tax prep and planning, and advisory services.

Joy is a certified Tax Coach with the American Institute of Certified Tax Planners and was named a top “40 Under 40” CPA in the accounting profession for 2015 by the CPA Practice Advisor, as well as earning the Small Business of the Year award in 2016 by the Lake City‐Columbia County Chamber of Commerce.

She is involved in many organizations and has held leadership positions with the Lake City Chamber of Commerce, Ronald McDonald House, Happy House, and Altrusa.