Season 1 · Episode 17
Numbers That Matter with Joy Lutz, CPA - The Law Deals Podcast Episode 17
Law Deals: Succession Planning, Partnerships, Purchases, and Sales · Ed Alexander
December 19, 202440m 15s
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Show Notes
In this episode of The Law Deals Podcast, host Ed Alexander welcomes Joy Lutz, CPA and owner of Aligned CPA, a firm dedicated to helping law firms and small to medium-sized businesses thrive through strategic financial management. Together, they dive into the financial strategies every law firm owner needs to know, from identifying critical financial metrics to leveraging them for growth and long-term success.
Joy shares insights on how law firm owners can turn their financial statements into powerful decision-making tools, avoid common pitfalls in trust accounting, and plan for the future—whether it's growth, succession, or sale. With actionable advice and relatable anecdotes, this episode is a must-listen for attorneys seeking to elevate their financial acumen and build a thriving practice. Joy & Ed also recommend listeners pick up "Simple Numbers" by Greg Crabtree. Find more from Joy and Aligned CPA here: https://alignedcpa.com/