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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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Jeff Beckmann, Consulting Director at Lutz, began his career in 2008. With a background that spans public accounting, executive leadership, and entrepreneurship, he brings a wide-ranging perspective to his consulting work.
Taking a thoughtful, strategic approach, Jeff helps clients develop strategies that meet current needs and lay the groundwork for future goals. From developing financial and operational plans to improving processes and evaluating technology systems, he provides practical, growth-oriented guidance tailored to each client’s stage of business. His experience leading high-growth companies through system implementations, department builds, and successful exits enables him to advise clients with both vision and clarity.
At Lutz, Jeff helps scale internal operations, including the firm’s outsourced accounting and data analytics services, in addition to advising clients on how to align strategy with execution. His hands-on experience makes him a trusted partner to clients navigating change or scaling for the future.
Jeff lives in Omaha, NE, with his wife, two sons, and two dogs. Outside of work, you’ll find him golfing, coaching youth sports, and cheering on the Kansas City Chiefs.