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Accounting services that fit your needs and add value.
Accounting is a vital part of your business, but it can be a heavy task to take on yourself. At Lutz, our Client Advisory Services (CAS) team specializes in performing a multitude of accounting and financial functions. We can give you the time and flexibility you need to focus on running your business. With our team on your side, you can automate systems, streamline procedures, and reduce overhead.
Solutions
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Outsourced Accounting
Our Outsourced Accounting solutions can fill any gaps in your accounting team and back-office procedures. Focus your attention on your business and leave the accounting work to us.
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Accounting Procedures Assessment
Take a deep dive into your accounting procedures to identify opportunities to streamline manual processes, ensure compliance, and produce valuable reports.
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General Accounting Support
+ Accounting Process Automation
+ General Ledger Analysis
+ Cash Flow Analysis
+ Bank Reconciliation
+ Financial Statement Preparation
+ Accounting Software Set Up & Implementation
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Data Analytics & Insights
Lutz helps you unlock the power of the data you’re already collecting to enable you to make faster, more informed business decisions. Our team of engineers, analysts, and data scientists have the tools and expertise to deliver actionable solutions and measure success.
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Benchmarking Analysis
Compare your company’s performance metrics to industry standards and identify areas of strength and weakness.
+ Determine & Analyze KPIs
+ Set Performance Targets
+ Measure Goal Progress
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Software Consulting, Training, & Support
We can assist you in selecting, purchasing, and installing new accounting software that meets your business requirements and properly maintains financial records. In addition, our certified team can provide training and support for the following platforms:
+ QuickBooks Desktop
+ QuickBooks Online
+ Bill.com
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Compensation Consulting & Compliance
We work with businesses to develop compensation strategies that align with their goals and objectives while ensuring they are competitive and compliant with industry standards.
+ Local, State, & Federal Compensation Compliance
+ Executive Compensation Packages
+ Identifying Pay Ranges
+ Bonus & Incentive Plans
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Tax Compliance Reporting & Planning
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Business Coaching & Planning
From entity selection and setup to developing a business plan that fits your unique scenario, our Client Advisory Services team is uniquely qualified to advise an owner of a new or expanding business.
+ Organizational Structure Analysis
+ Entity Selection & Setup
+ Business Planning & Budgeting
+ Feasibility Analysis
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Forecasting & Budgeting
Using historical data and trends, we outline expected revenues and expenses and allocate resources accordingly to keep you on track to meet your goals.
+ Predictive Financial Analysis
+ Create & Monitor Budgets
+ Cash Flow Management
+ Financial Modeling
News & Insights
9 Tips for Managing Your Accounts in QuickBooks Online
Which QuickBooks Plan is Right for Your Business?
Lutz adds Findley, Keller, and Vetter
5 Business Bookkeeping Mistakes and How to Avoid Them
Get the time and flexibility you need to focus on running your business.
Our depth of technical knowledge and turn-key solutions can be customized to the level of service you need.