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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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Business Solutions

Built for Window + Door Dealers

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Strategic Support for Your Branch’s Financial Operations

At Lutz, we work specifically with window and door dealers to deliver integrated services in outsourced accounting, data analytics, and more. We bring structure and strategy to your finances so you can stay focused on what matters most: running your branch, serving your customers, and growing your business.

Website Icons_General_Business Building-1 Outsourced Accounting
Our outsourced accounting services strengthen your branch's operations with CFO advisory, full-service controller execution, and collaboration with your in-house bookkeeper, or help finding one if you don't have one yet. While your team runs front-end systems like Salesforce and OMS, we manage the back office with accurate month-end close and GAAP-compliant financials.
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Transform your operational and financial data into actionable insights that drive efficiency and growth. Our team of engineers, analysts, and data scientists work alongside you to identify trends, optimize workflows, and provide clear visibility into business performance. We tailor dashboards to align with your existing systems and metrics, helping you track sales performance, measure cycle times, and benchmark across locations to make smarter decisions, faster.

WHY LUTZ?

We’re more than a vendor, we’re a long-term partner who understands your business. Our cross-functional team brings deep expertise in accounting, technology, and operations to support your branch holistically. We don’t just check boxes, we anticipate needs, identify opportunities, and act as a true extension of your team.

TESTIMONIALS

The Lutz Difference

The team at Lutz has consistently delivered an exceptional level of professionalism, expertise, and service. Their outsourced accounting team has not only streamlined our financial processes but also provided valuable insights that have supported informed decision-making. Their responsiveness, attention to detail, and deep understanding of our organization’s needs have exceeded our expectations. I would confidently recommend Lutz to any organization seeking a trusted and highly capable accounting partner.

Jim Dundon
President/Owner, Pella Windows & Doors SW
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The Lutz team takes a comprehensive view of our accounting and finance needs, beyond just closing the books each month.  They have helped us source local talent to support transactional accounting, they provide focused feedback to help our team improve, and they actively look for opportunities for us to increase overall profitability.  Perhaps most importantly, the Lutz team shares many of our values including a bias toward action, solving problems with urgency, continually innovating, and creating a supportive work environment where we foster genuine, caring relationships.

Doug Phelps
Owner & CEO
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EXPLORE RELATED OFFERINGS

  • Tax

    Our tax team is equipped to handle any level of complexity for a variety of industries and business sizes. We can assist with business and individual tax planning, estate and succession planning, and state and local tax consulting.

  • Talent

    At Lutz Talent, we combine industry expertise, an ever-growing network of professionals, and forward-thinking processes to help clients build an unstoppable team. 

  • Tech

    The Lutz Tech team understands that keeping your systems running optimally is just the beginning. We’re more than an IT service provider; our goal is to be your strategic technology partner, helping you make moves that drive growth.

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Streamline Your Business

Whether you want to strengthen operational efficiency, leverage data analytics, or support long-term financial performance, our team is ready to help.