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Are You Prepared? Financial Access Checklist for Spouses

Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.

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Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Lutz adds Gullotta, Kehr, and Prine, Transitions Preston

November 17, 2022
Lutz adds Gullotta, Kehr, and Prine, Transitions Preston

Lutz, a Nebraska-based business solutions firm, recently added Anthony Gullotta, Michelle Kehr, and Kendall Prine to its Omaha office and has transitioned Lauren Preston to new role.

Gullotta joins the firm as a Staff Accountant in the Client Advisory Services department. He is responsible for providing outsourced accounting services and assistance, including QuickBooks support and payroll compliance. Anthony received his bachelor’s degree from the University of Nebraska-Omaha.

Kehr joins the firm as a Receptionist, where she is responsible for creating an exceptional experience for clients and visitors. In addition, she will manage client inquiries, coordinate communication, and perform other administrative duties as needed. Michelle brings over 18 years of administrative assistant experience to the role.

Preston has transitioned to a Copywriter position in Lutz’s marketing department. In her new role, she will be responsible for writing and editing internal and external communications, developing creative content for Lutz’s social media platforms, and assisting with various marketing and sales projects. Preston joined Lutz in 2015 and spent seven years in the tax department. She graduated from Marquette University with a bachelor’s degree in communications.

Prine joins the Lutz Talent division as a Client Relations Manager. She is responsible for assisting business leaders to find the best long-term talent to reach their business goals. Kendall brings over six years of business development experience to the team.

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