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Lutz Accounting

Audit and Assurance Services

Lutz Accounting + Audit & Assurance

Gain Confidence in Your Financial Statements

Our team is dedicated to providing an objective conclusion that your stakeholders can trust. At Lutz, we understand that ethics, integrity, and independence are of the utmost importance. We pride ourselves on delivering assurance that your financial statements are complete and accurate.

The Lutz Difference

  • Our Solutions

    Deliverables
    + Audits
    + Reviews
    + Compilations
    + Preparations
    + Agreed-Upon Procedures 
    + Employee Benefit Plan Audits

    Other 
    + Internal Control Consulting 
    + Pro-Forma Financial Statements 
    + Surprise Custody Audits 
    + Application & Review of GAAP
    + Implementation of New Accounting Standards
    + Opening Balance Sheet Preparation

  • Our Approach

    We center our attention on getting to know you and your business to appropriately assess and respond to the risks of misstatements. Our assurance team is trained to apply industry knowledge, implement new accounting standards, and evaluate accounting estimates.  

    Through regularly scheduled meetings and early planning, our teams are proactive and attentive to ensure minimal surprises and a smooth process from planning to final report delivery.

  • Our Standards

    Our high standards for performing quality assurance services are achieved by the following:

     + Our personnel must confirm their independence annually for all assurance clients.

    + We require a high level of partner and manager participation and review on every engagement.

    + We have received a passing report from our profession’s “Peer Review” process since the inception of our firm.

    + We inspect our own internal files annually to ensure compliance with our high standards.

    + We are committed to providing continued training to our professionals.

    + We utilize a paperless approach to provide efficiencies and reduce waste.

    + We place a high emphasis on retaining quality people who best serve our clients. This is evidenced by our firm-wide turnover rate of 10%, compared to the industry average of 18-25% over the last three years.

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Lutz Accounting

News & Insights

Accounting
Corporate Transparency Act + BOI Reporting
The Corporate Transparency Act (CTA), enacted on January 1, 2021, aims to combat money ...
Manufacturing
Financial Ratios That Improve Manufacturing Efficiency
Financial ratios are a great tool for evaluating the economic health of manufacturing ...
Client Advisory Services
In-House vs. Outsourced Controller: Making the Right Financial Decision
Companies today face the constant challenge of effectively and efficiently managing their ...
Accounting
W-4 Exemption for Taxpayer's Dependents
Will your child be starting a summer job? If so, they will be required to complete Form W-4 so ...
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