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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.

Advisory Services

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.

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.

Financial Services

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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.

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.

Talent Services

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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.

Tech Services

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.

Business Insights

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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."

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

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

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

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Recent News

The Lutz Ledger 2024

June 3, 2024

The Lutz Ledger 2024

We are proud to present the 2024 Lutz Ledger detailing our progress, milestones, and achievements from the past fiscal year. We sincerely thank all of you who have made this year a success. Our growth is a testament to the trust and commitment shown by our dedicated people, loyal clients, and valued partners.

Looking ahead, we are excited about the upcoming leadership transition. Over the next two years, Ryan Cook will transition into the role of our managing shareholder. We are confident this change will pave the way for new opportunities, fostering both internal and external growth. Our team is unified in prioritizing a seamless transition and continuing to deliver top-notch service to our clients.

As we embrace the days ahead, we remain dedicated to elevating client service, preserving our culture, and enhancing the overall Lutz experience. Thank you for your continued support, and we look forward to working together in the coming year.

Recent News & Insights

QuickBooks

QuickBooks Online Checklist

Is QuickBooks Online right for you? QuickBooks Online can help you better manage your business ...

Accounting

What You Need to Know About the IRS’s CP53E Notices

The IRS has begun issuing CP53E Notices following a recent executive order directing federal ...

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 ...

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 ...