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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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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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Emily Olsen, Client Advisory Services Manager, began her career in 2016. She has developed extensive expertise in accounting, growing with the firm since the start of her professional journey.
Specializing in outsourced accounting services, Emily focuses on preparing financial statements and month-end reporting packages for clients across various industries, particularly nonprofit organizations. She also provides payroll compliance, business consulting, and accounting software implementation and training. Emily values building strong relationships with clients and takes pride in contributing to their success. Her disciplined approach and sense of responsibility enable her to deliver consistent, high-quality services to clients.
Emily lives in Omaha, NE, with her husband, Brad, their daughter, Everly, and their two golden retrievers, Cooper and Piper. Outside the office, Emily spends her time with her family traveling, with Colorado being their favorite place to visit.