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Estate Planning Guide
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Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

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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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Employee Stock Ownership Plan
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Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

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Red Flags & Deal Accelerators in Financial Due Diligence
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Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
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HR Solutions for Employee Experience
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HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
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Microsoft Copilot Explained
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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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QuickBooks

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QuickBooks Support, Optimization, & Migration

QuickBooks is a powerful accounting platform, but many businesses aren’t using it to its full potential. Our team helps clients get more out of QuickBooks by improving how it’s set up, integrated, and used day to day.
 
We work alongside your team to simplify processes, reduce manual work, and keep financial data accurate and organized. From troubleshooting issues and building reports to connecting third-party systems, we tailor QuickBooks to fit your business.
 
In addition to migration and optimization services, we provide ongoing QuickBooks Online (QBO) support. Our professionals work in the platform every day and bring hands-on experience solving real-world challenges, so when something isn’t working as expected, you’re not starting from scratch.
 
Our QuickBooks Online support includes:
  • Ongoing Support & Troubleshooting – Resolve errors, address data integrity issues, assist with reconciliations, manage user access and permissions, and help with general "it's not working" situations.
  • System Setup & Configuration – Structure your chart of accounts, establish class and location tracking, configure bank feeds, and organize company files.
  • Integrations – Connect QuickBooks to payroll systems, CRMs, inventory management tools, and e-commerce platforms.
  • Reporting & Dashboards – Build custom reports, improve cash flow visibility, and support budgeting and performance tracking.
  • Training – Help your team navigate the platform, understand key workflows, and build confidence using QuickBooks day to day.
Transition from QuickBooks Desktop to QuickBooks Online
Intuit continues to phase out support for QuickBooks Desktop, and many organizations are evaluating a move to QuickBooks Online or another platform. Lutz can help you plan and execute that transition with minimal disruption while preserving key data and improving how your system functions. Complete the form to request more information.
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News & Insights

QuickBooks
Converting to QuickBooks Online: Pros, Cons, and Best Practices
Intuit has discontinued new releases of QuickBooks Desktop Pro and Premier and continues to ...
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QuickBooks
QuickBooks Online Checklist
Is QuickBooks Online right for you? QuickBooks Online can help you better manage your business ...
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QuickBooks
The Ultimate QuickBooks Desktop Guide for Small Business Owners
Strengthen Your Workflow with QuickBooks Desktop Many businesses rely on QuickBooks Desktop ...
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QuickBooks
The Ultimate QuickBooks Online Guide for Small Business Owners
Master QuickBooks Online for Your Small Business As Intuit continues to shift its focus from ...
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Explore Related Offerings

  • Outsourced Accouting

    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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  • Client Advisory Services

    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.

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