• Services
  • Accounting
  • Consulting
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
Services
View All
Industries
View All
News & Insights
Untitled design (2) (1)-Jan-02-2024-09-05-00-8712-PM
News
Tax Season Updates

Upload documents securely, review important deadlines, and get answers to client portal questions.

Read More
  • Consulting Services
Services
View All
Resources
Untitled design (5) (1)-Mar-08-2024-09-22-41-1011-PM
Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
Read More
Business Insights
Comparing Business Valuation Methods
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
Read More
  • Financial Services
Services
View All
Resources
Contact Us
NEWS & INSIGHTS
Website Featured Content Images
MARKET COMMENTARY
Financial Market Updates

Want to receive financial market updates straight to your inbox? Sign up below!

Subscribe
  • M&A Services
Services
View All
Resources
Selling a C Corporation
Guide
Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

Read More
Business Insights
Key Items to Review During Financial Due Diligence
Blog
5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
Read More
  • Talent Services
Services
View All
Candidate Resources
Contact Us
News & Insights
Outsourcing HR
Blog
Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
Read More
  • Tech Services
Services
View All
Resources
Website Featured Content Images (1)-2
Guide
Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

Read More
Business Insights
Untitled design (1)-Mar-08-2024-08-50-35-9527-PM
Video
Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
View Now
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All
Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All
Lutz Talk Business
PODCAST
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for young professionals.

View All
Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

View All
  • News & Insights
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

Our Company
Our Team
Offices
Careers
Internships
Contact Us
  • Contact
Client Portal

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Make a Payment
Accounting Client Portal
Financial Client Portal
Charles Schwab Login
Send Files Securely
Contact Us
  • Achiever, Includer, Woo, Communication, Positivity

Katie Byrd

Audit Director
Katie Byrd is an Audit Director at Lutz. She began her career in 2014. She provides assurance services to businesses focusing on the retail, service, manufacturing, nonprofit, and franchise industries. In addition, Katie assists with transaction advisory services and employee benefit plan audits.
Website Icons_General_Lightbulb
Areas of Focus
  • Audit & Assurance
  • Employee Benefit Plan Audits
  • Transaction Advisory Services
  • Retail Industry
  • Professional Services Industry
  • Manufacturing & Distribution Industry
  • Nonprofit Industry
  • Franchise Industry
  • Healthcare Industry
  • Software & Technology Industry
Website Icons_General_Check Mark
Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
Website Icons_General_Web Connections
Community Service
  • University of Nebraska-Lincoln School of Accountancy, Junior Advisory Board Member
  • Tomorrow's Leaders (Cystic Fibrosis Foundation), Council Member
Website Icons_General_Business Building
Educational Background
  • BSBA in Accounting, University of Nebraska, Lincoln, NE
 

Thought Leadership

Understanding Endowment Fund Accounting for Nonprofits
Accounting Understanding Endowment Fund Accounting for...
Endowment fund accounting is a crucial aspect of financial management for nonprofit organizations. ...
Read more
Important KPIs for Nonprofit Organizations
Accounting Important KPIs for Nonprofit Organizations
The goal of many nonprofit organizations is to improve the quality of life by providing help or ...
Read more
Assigning Responsibilities to Your Nonprofit's Board of Directors
Accounting Assigning Responsibilities to Your Nonprofit's...
The Board of Directors plays a critical role in the stewardship of nonprofit organizations. ...
Read more
form-img

Contact
Katie Byrd