• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Consulting Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Lutz Talk Business
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Lutz Accounting

Client Advisory Services

Lutz Accounting + Client Advisory Services

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.


  • 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.

  • Accounting Procedures Assessment

    Take a deep dive into your accounting procedures to identify opportunities to streamline manual processes, ensure compliance, and produce valuable reports.

  • General Accounting Support

    + Accounting Process Automation

    + General Ledger Analysis

    + Cash Flow Analysis

    + Bank Reconciliation

    + Financial Statement Preparation

    + Accounting Software Set Up & Implementation

  • 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.

  • 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

  • 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

  • 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

  • Tax Compliance Reporting & Planning

    + Payroll Tax Return Preparation

    + Regulatory Notice & Response Assistance

  • 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

  • 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

Canva Design DAFdw541yTw

Why Lutz?

With constantly changing regulations, new reporting requirements, and increasing demand for financial insights, it's more important than ever for business owners to stay on top of their accounting functions. We understand that every business is unique, which is why we tailor our services to meet the specific needs of each client.

Lutz Accounting

News & Insights

9 Tips for Managing Your Accounts in QuickBooks Online
QuickBooks Online (QBO) is an incredible tool that empowers business owners and accountants, ...
Which QuickBooks Plan is Right for Your Business?
When you start searching for accounting software for your business, the amount of options can ...
Client Advisory Services
Lutz adds Findley, Keller, and Vetter
Lutz, a Nebraska-based business solutions firm, recently added Zachary Findley, Samantha ...
5 Business Bookkeeping Mistakes and How to Avoid Them
Proper bookkeeping is the foundation for the success and growth of any business. It’s crucial ...
module-bg-desktop module-bg-mobile

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.