lutz logo
lutz logo
  • Services
  • News & Insights
  • About
  • Client Portal
Search
  • Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
Services
  • Audit & Assurance
  • Client Advisory Services
  • Outsourced Accounting
  • Tax
  • Business Valuation
  • Litigation Support & Forensic
View All
Industries
  • Agribusiness
  • Construction
  • Family Office
  • Healthcare
  • Manufacturing & Distribution
  • Nonprofit
View All
News & Insights
Estate Planning Guide
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.

Read More
  • Advisory Services
Services
  • Accounting
  • Financial
  • M&A
  • Talent
  • Tech
View All
Resources
The Art of Budgeting
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
Comparing Business Valuation Methods
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.
Read More
  • Financial Services
Services
  • Financial Planning
  • Investment Advisory
  • Retirement Plan Services
  • Pooled Employer 401(k) Plan
View All
Resources
  • Lutz Financial Blog
  • Our Team
  • Client Portal
  • Charles Schwab Login
  • Send Files Securely
Contact Us
NEWS & INSIGHTS
Website Featured Content Images
Market Commentary
Financial Market Updates

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

Read More
  • M&A Services
Services
  • Transaction Advisory
  • Business Valuation
  • Succession Planning
View All
Resources
Employee Stock Ownership Plan
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.

Read More
Business Insights
Red Flags & Deal Accelerators in Financial Due Diligence
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.
Read More
  • Talent Services
Services
  • Search & Staffing
  • Outsourced HR
  • HR Consulting
View All
Candidate Resources
  • Job Seeker Process
  • Current Opportunities
  • Lutz Internships
Contact Us
News & Insights
HR Solutions for Employee Experience
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.
Read More
  • Tech Services
Services
  • Outsourced IT
  • Data Analytics
  • Digital Transformation
View All
Resources
Microsoft Copilot Explained
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.

Read More
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
  • Business Insights
  • Webinars & Events
  • Market Updates
  • Resources
Business Insights
BLOG
Explore Topics

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

View All
  • 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 adds Dorathy, Dorsey and Transitions Sheridan

January 4, 2023
Lutz adds Dorathy, Dorsey and Transitions Sheridan

Lutz, a Nebraska-based business solutions firm, recently added Holly Dorathy and Steve Dorsey to its team and transitioned Brenden Sheridan to a new role with Lutz Tech.

Holly joins the accounting division as a Healthcare Manager. She is responsible for providing accounting and consulting services to healthcare organizations with a focus on financial reporting and reimbursement consulting. Graduating from the University of Nebraska-Lincoln, she received her Master’s degree in accounting. Dorathy works in Lutz’s Omaha office.

Steve joins Lutz Tech as a Senior Project Engineer. He is responsible for implementing new technology and hardware solutions for Lutz Tech clients. In addition, he assists the service desk with network troubleshooting. Dorsey has over 16 years of IT experience and works in Lutz’s Omaha office.

Brenden transitioned within Lutz Tech from a Service Desk Engineer to a Project Engineer. He now specializes in project coordination and implementation, network assessments, and technical support for all Lutz Tech clients. Graduating from the University of Nebraska at Kearney, he received his Bachelor’s degree in information technology. Sheridan works remotely.

Recent News & Insights

Manufacturing
Data-Driven Inventory Management: Using Power BI to Optimize Cash Flow & Financing
Inventory is one of the largest uses of cash for many businesses, yet it’s often managed with ...
Read More
Recent News
Duren & Martinson Named Forbes 2026 Best‑in‑State CPAs
Lutz is proud to announce that Mark Duren and Kelly Martinson have been named to the 2026 ...
Read More
Market Commentary
Is This the Time for Active Management?
We’re hearing it again: this is a stock picker’s market. That narrative tends to show up ...
Read More
Outsourced IT
Microsoft 365 Series: Understanding the Frontier Suite
Artificial intelligence is moving quickly from experimentation to everyday use. In ...
Read More
module-bg-desktop module-bg-mobile

Let’s get you where you want to go.

We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.
Contact Us
Lutz-Logo-white
  • Services
    • Accounting
    • Consulting
    • Financial
    • M&A
    • Talent
    • Tech
  • About
    • Our Company
    • Our Team
    • Offices
    • Careers
    • Internships
    • Current Opportunities
  • Client Portal
    • Make a Payment
    • Accounting Client Portal
    • Financial Client Portal
    • Send Files Securely
    Submit RFP
TOLL-FREE: 866.577.0780 | © Lutz & company, PC 2026 | Privacy Policy
Follow us on LinkedIn Twitter - X Logo Follow us on Instagram Follow us on Facebook