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Financial Access Checklist
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Financial Access Checklist

Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
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When to outsource your IT
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How to Know When It's Time to Partner with an IT Pro

One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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Data Analytics & Financial KPIs for the Nonprofit Industry

June 14, 2023
Data Analytics & Financial KPIs for the Nonprofit Industry

Data Analytics and Key Performance Indicators (KPIs) are critical tools that can help nonprofits fulfill their mission. In this webinar, Lutz experts Tony DeSantis, Steve Nebbia, and Katie Byrd will help organizations understand why collecting and analyzing data is important and what KPIs they should measure to be successful.

Key Takeaways:

  • Importance of Data Analytics
  • Key Nonprofit KPIs to Track
  • Resources, Tools & Tips

 

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Nonprofit Financial Leadership, Accounting Best Practices & Tax Updates
August 6, 2025 | 11:30 AM - 12:30 PM | Lutz - 13616 California St. Ste 300 Omaha, NE 68154 Transform your nonprofit’s financial operations ...
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August 13, 2025 | 11:30 AM - 12:30 PM | Webinar Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris ...
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