LUTZ BUSINESS INSIGHTS

 

Lutz promotes 15 to senior positions

 

 Lutz, a Nebraska-based business solutions firm, has promoted 15 professionals to Senior positions.

Juan Ayala-Roman, CPA, has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing assurance and consulting services to clients with a focus on employee benefit plans and the non-profit industry.

Jack Boulay, CPA, has been promoted to Senior Accountant in the audit department. He is responsible for providing credibility to clients through financial reporting. In addition, he will work to maintain a high level of objectivity and confidentiality in all areas for clients in a variety of industries. Boulay works in Lutz’s Omaha office.

Matt DeLong has been promoted to Senior Accountant in the tax department. He is responsible for the preparation of individual, business and fiduciary income tax returns, estate and business planning, as well as taxpayer representation on IRS matters. DeLong works in Lutz’s Omaha office.

Bryan Frew, CPA, has been promoted to Senior Accountant in Lutz’s Hastings Office. He is responsible for providing business and individual taxation services to clients in a variety of industries. In addition, he will provide credibility to clients through financial reporting.

Bryson Henkel, CPA, has been promoted to Senior Accountant. He provides individual and business income tax returns with a focus on the agriculture industry, as well as employee benefit plan audits. Henkel works in Lutz’s Hastings office.

Nate Jones, CPA, has been promoted to Senior Accountant in the audit department. He is responsible for the preparation and examination of financial records for clients across various industries. Jones works in Lutz’s Omaha office.

Kim Kaye, CPC, CEMA, has been promoted to Senior Healthcare Consultant in Lutz’s Omaha office. She provides professional coding assistance, chart audits and chargemaster reviews for clients with a focus on the healthcare industry.

Emily Moore, CPA, has been promoted to Senior Accountant in the client accounting services department. She specializes in providing outsourced accounting services to clients with a focus on QuickBooks, tax and payroll compliance, small business consulting, as well as software implementation and training. Moore works in Lutz’s Omaha office.

Brad Newton, CPA, has been promoted to Senior Accountant in the tax and operations departments. He is responsible for providing tax planning and consulting for clients with a focus on tax exempt organizations. In addition, he will assist in coordinating Lutz’s internal accounting operations. Newton works in Lutz’s Omaha office.

Emma Perry, CPA, has been promoted to Senior Accountant in the tax department. She is responsible for the preparation of individual, business and fiduciary income tax returns for clients in a variety of industries. Perry works in Lutz’s Omaha office.

Robby Renshaw has been promoted to Human Resources Specialist in Lutz’s Omaha office. She is responsible for leading Lutz’s internship program and campus recruiting efforts. In addition, she helps oversee the onboarding, employee retention and performance management processes.

Kris Rutz has been promoted to Senior Project Engineer in Lutz’s Tech division. With over five years of experience in the technology industry, Rutz is responsible for assisting outsourced IT clients with technology infrastructure enhancements. Kris works in Lutz’s Omaha office.

Steve Schaffer has been promoted to Operations Lead. He is responsible for assisting the Chief Operating Officer in leading internal operations, gathering and analyzing firm data, as well as consulting with management on internal business plans. Schaffer works in both the Lincoln and Omaha Lutz offices.

Claire Thelen has been promoted to Senior Healthcare Consultant. She provides chargemaster, billing and coding and revenue cycle consulting services to clients with a focus on hospitals and healthcare systems. Thelen works in Lutz’s Omaha office.

Zach Weis, CPA, has been promoted to Senior Accountant in the tax department. He provides tax consulting and compliance services for clients with a focus on individual and business income tax. Weis works in Lutz’s Omaha office.

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