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.
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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Finance & Accounting Support
Our tax team is equipped to handle any level of complexity for a variety of industries and business sizes. We can assist with business and individual tax planning and state and local tax consulting.
+ Tax Compliance Reporting & Planning
+ 1099 Management
+ Sales Tax Advisory -
Business Consulting
+ Software Consulting
+ Forecasting & Budgeting
+ Accounting Procedures Assessment
+ Litigation Support
+ Pre-Transaction Services


Let's Talk
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.
News & Insights
Lutz Announces 2025 Shareholder & Director Promotions
How Local Outsourced Services Deliver When Candidates Are Scarce
Treasury Management: Strategies to Improve Financial Stability & Growth
The CFO Outsourcing Option for Hospitals + Why it May Make Sense for You


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.