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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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Erin Baas, Client Advisory Services Director, began her career in 2002. She has developed comprehensive expertise in outsourced accounting and business consulting throughout her time in public accounting.
Leveraging her expertise in business advisory services, Erin focuses on private physician medical practices and family office administration. She provides comprehensive financial reporting, budgeting, forecasting, and practice benchmarking solutions. Erin values serving as a true business partner to her clients, helping them develop and implement strategies that drive operational success and sustainable growth.
At Lutz, Erin's ability to relate to clients and her deliberative nature make her an exceptional advisor. She builds lasting relationships while taking a thoughtful approach to problem-solving, enabling her to craft solutions that address complex business challenges.
Erin lives in Omaha, NE, with her two children. Outside the office, she can be found running, working out, enjoying the outdoors, and spending time with family.