INSIGHTS

Lutz adds Davis, Morgan and Wheatley to Omaha Office

Lutz, a Nebraska-based business solutions firm, welcomes Corey Davis, Tara Morgan, and Hope Wheatley to the Omaha office.

Joining the firm‘s healthcare group as a staff accountant, Davis is responsible for assisting in the preparation of cost reports, chargemaster reviews, and monthly accounting duties for healthcare organizations. He has his Bachelor’s degree in Accounting from the University of Nebraska at Omaha, and his Masters of Accountancy from the University of Scranton.

Morgan joins the audit department as a staff accountant where she is responsible for providing credibility to clients through financial reporting. She comes to Lutz from Ernst & Young where she worked as a level two staff auditor. Morgan graduated from Creighton University with a Bachelor’s degree in accounting.

Wheatley joins the firm as an internal staff accountant. Her primary responsibilities consist of compiling and maintaining accounts payable records, reconciling credit cards, generating checks, and other administrative tasks. Wheatley brings over 15 years of relevant experience in bookkeeping, accounting, billing, and compliance.

RECENT POSTS

Microsoft Office 365 and Email Security

Microsoft Office 365 is a subscription-based service that features email and collaboration tools for business. Some plans include popular Office applications, all hosted on Microsoft’s Cloud so they are easily accessible anywhere with any device…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © 2018 Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

Contact Lutz Today

Learn more about our accounting, consulting, tech, M&A and talent services

GRAND ISLAND + NORTH 

403 Lexington Circle

Grand Island, NE 68803

P: 308.384.9910

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND + SOUTH

2722 S Locust Street

Grand Island, NE 68801

P: 308.382.7850