Quality employee benefits are essential to attracting and retaining top talent. Effectively ...
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Are You Prepared? Financial Access Checklist for Spouses
Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.
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What is a Comprehensive Risk Assessment?
To start managing your business's risk, you will need to conduct a comprehensive risk assessment.
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Top 3 Financial KPIs Every Business Owner Should Track
Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.
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7 Factors to Consider Before Selling Your Business
We give you exclusive insights on the business sale transaction process to help you answer seven important questions.
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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.
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5 Benefits of Using Gallup's CliftonStrengths in Your Company
Gallup’s CliftonStrengths assessment can help you identify the strengths of the people working in your teams.
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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.
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17 Tech Tips & Tricks
We’ve listed 17 shortcuts and hacks that will help you use tech to your advantage and make your daily life a little easier.
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Nate Jones
Audit Manager
Nate Jones is an Audit Manager at Lutz. He began his career in 2016. He provides assurance services to clients with a focus on employee benefit plans. In addition, he assists with training for new audit staff, interns, and the Firm’s international workforce.
Areas of Focus
- Audit & Assurance
- Employee Benefit Plan Audits
- Nonprofit Industry
- Audit Staff & Intern Training
Affiliations & Credentials
- Certified Public Accountant
Educational Background
- BSBA in Accounting and Business Finance, University of Nebraska, Omaha, NE
Thought Leadership
Accounting
4 Costly 401(k) Plan Mistakes to Avoid
Accounting
Financial Management and Governance Best...
Effective governance and sound financial practices are key to ensuring strong nonprofit management. ...
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