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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
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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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Selling a C Corporation
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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
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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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Overcoming Bias in Recruitment
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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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"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
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Lutz Accounting

Accounting Procedures Assessment

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Lutz Accounting + Accounting Procedures Assessment

Looking to take a deep dive into your accounting procedures to gain efficiency?

Have you ever had issues producing accurate financial reports, closing your books, ensuring compliance, or streamlining manual processes? Lutz can provide an objective and comprehensive assessment to improve and re-engineer accounting procedures, identify redundancies, and reduce costs.

Our experienced Client Advisory Services team will analyze all components of your financial operations, from current day-to-day tasks to your tech stack, allowing us to make informed recommendations that will immediately impact your accounting workflow. This accounting system health check provides valuable information to help you meet your company’s goals and objectives and may analyze:

+ Accounting Procedures & Documentation
+ Accounting Cycle Process Automation Improvement
+ Employee Work Log Reports, Time Tracking & Wages, & Process Review  
+ Accounting Software System(s)   
+ Key Personnel Tasks & Challenges
+ Reference Manual
+ Operational Workflow & Risk

 
Lutz Accounting

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Client Advisory Services
Tired of Complex Books? 8 Ways to Simplify Your Accounting
Messy books can make even simple financial decisions feel complicated. Have you ever been in a ...
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Construction
How can construction companies use technology to get more out of Quickbooks Online?
Managing construction projects is complex. Between job costing, payroll, invoicing, and field ...
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Client Advisory Services
How a Fractional CFO Drives Growth Beyond Traditional Accounting
While accountants and controllers play critical roles in maintaining accuracy and compliance, ...
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Client Advisory Services
When is it time to outsource my business accounting?
Running a growing business means juggling a lot, and accounting is often the first function ...
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Streamline Processes + Reduce Costs

Our depth of technical knowledge and turn-key solutions can be customized to the level of service you need.
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