How to Achieve Outstanding Audit Documentation

- Audit plans
- Issues memorandum
- Summaries of significant findings/issues
- Letters of confirmation or representation
- Checklists
- Correspondence
- Analysis

- Harmony, Restorative, Analytical, Developer, Achiever
Joe Hartman
Joe Hartman, Audit Director, began his career in 2006. Since then, he has developed comprehensive expertise in accounting, auditing, and consulting services and currently leads quality control in the audit department, ensuring high adherence to standards.
Leveraging his experience in assurance services, Joe focuses on complex industries, including construction, real estate, and manufacturing and distribution. He prioritizes building strong client relationships and guiding them through challenging business decisions with a collaborative, analytical approach.
At Lutz, Joe's leadership has elevated the firm's audit practice through his talent for team building and unwavering commitment to quality standards. His methodical approach to quality control has strengthened internal processes, while his collaborative management style creates an environment where team members consistently deliver superior client outcomes.
Joe lives in Omaha, NE, with his wife Ashley and their children Eva and Collins. Outside the office, he can be found cheering on the Huskers, golfing, watching his kids play sports, and spending time with family.
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