Search

Services

Accounting
Advisory
Financial
M&A
Talent
Tech

Accounting Services

News & Insights

Guide

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.

Advisory Services

Resources

Recording

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.

Watch Now

Business Insights

Blog

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.

Financial Services

NEWS & INSIGHTS

Market Commentary

Financial Market Updates

Read our latest financial market updates and sign up to receive them straight to your inbox.

M&A Services

Resources

Blog

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.

Business Insights

Webinar Recording

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.

Talent Services

News & Insights

Blog

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.

Tech Services

Resources

Blog

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.

Business Insights

Untitled design (1)-Mar-08-2024-08-50-35-9527-PM

Video

Pella Client Testimonial

"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."

View Now

Business Insights

BLOG

Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All

Webinars & Events

Events

Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All

Market Updates

COMMENTARY

Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

View All

Resources

EBOOKS & GUIDES

Download Now

Take a deep dive into challenging business topics with these free educational resources.

View All

News & Insights

About

About

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

Our Company

Our Team

Offices

Careers

Internships

Contact Us

Contact

Client Portal

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Make a Payment

Accounting Client Portal

Financial Client Portal

Charles Schwab Login

Send Files Securely

QuickBooks Support

Contact Us

Recent News

Lutz named 2018 Regional Leader in the Midwest by Accounting Today

April 5, 2018

Lutz is pleased to announce it has been named one of Accounting Today’s 2018 Regional Leaders in the Midwest. This is the fourth year that Lutz has been recognized with this honor. In addition to being named a Regional Leader, Lutz also ranked 9th on the “Beyond the Top 100: Firms to Watch” list.

The annual rankings of the largest firms offer a host of benchmarking data, as well as strategies and advice from the most successful firms. For more information on Accounting Today’s 2018 Top 100 Firms and Regional Leaders, visit https://www.accountingtoday.com/top-100-firms-and-regional-leaders?issue=00000162-06c0-d4f6-abe2-46dab8e60000 .