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

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Lutz Accounting

Outsourced Accounting

Lutz Accounting + Outsourced Accounting

Implement or replace your accounting department without the price tag.

Managing your business's accounting and finance functions by yourself can be overwhelming. The complexities involved in maintaining accurate records, keeping up with ever-changing regulations and technology, and ensuring your business decisions align with your strategic goals can be daunting. Additionally, recruiting and retaining internal accounting staff is expensive and time-consuming.

Imagine having a dedicated team of professionals at your side, fully equipped with the expertise to handle all aspects of your accounting operations and financial strategy. At Lutz, our Outsourced Accounting team fulfills multiple roles simultaneously. From customized reporting to managing your tech stack and financial consulting, we will give you the time and flexibility you need to focus on running your business, not your books.

Outsourced Accounting Packages

Standard
Our high-value, low-maintenance, standard package combines the day-to-day tasks, expertise, and technology management of a bookkeeper, controller, and CFO at a fixed monthly rate.
Custom
Already have accounting staff? Need to utilize a software that isn't included in our standard package? We can tailor any of the services below into a custom model at a fixed monthly rate to meet your needs.
Add-On
Services can be added to the standard or custom fixed-fee package. The add-on service price is determined based on complexity and frequency.
Business Model Consulting Y Y N
Bank Integration with Accounting Software Y Y N
Loan Reconciliation Y Y N
Accounts Receivable Review Y Y N
Bank Reconciliation Y Y N
Cash Flow Analysis Y Y N
Credit Card Reconciliation Y Y N
Payroll Analysis Y Y N
Monthly Financial Statements Y Y N
Monthly Review Meeting Y Y N
Annual Strategy Meeting Y Y N
KPI Reporting & Data Analytics Y Y N
Business Coaching & Planning Y Y N
Technology Stack Management Y N N
Automatic Bill Pay Y N Y
Employee Expense Reporting Y N Y
Accounts Payable Management Y N Y
Board Meeting Attendance N N Y
Revenue Pipeline Review N N Y
Investment Review N N Y
Forecasting & Budgeting N N Y
Personnel Analysis N N Y
  • Standard
    • Business Model Consulting
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
  • Custom
    • Business Model Consulting
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
  • Add-On
    • Business Model Consulting
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
Standard

Our high-value, low-maintenance, standard package combines the day-to-day tasks, expertise, and technology management of a bookkeeper, controller, and CFO at a fixed monthly rate.

Custom

Already have accounting staff? Need to utilize a software that isn't included in our standard package? We can tailor any of the services below into a custom model at a fixed monthly rate to meet your needs.

Add-On

Services can be added to the standard or custom fixed-fee package. The add-on service price is determined based on complexity and frequency.

Why Lutz?

Are you finding that financial tasks like bookkeeping, bank reconciliations, or financial statement preparation prohibit you from accomplishing your organization’s goals? Have you considered outsourcing some or all of these functions? We will work with you to create a package that fits your organization's ongoing needs.

Lutz Accounting

News & Insights

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Streamline Your Accounting Functions

Whether you want to automate your systems, analyze trends, or need help with tax compliance, our team is ready to help.