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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.
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5 Key Items to Review During Financial Due Diligence
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Introducing Data Analytics into Your Business

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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.
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Sam Addy

Audit Shareholder
Sam Addy is an Audit Shareholder at Lutz. He began his career in 1999. He has significant experience in providing accounting, auditing, and consulting services to privately-held companies and employee benefit plans with a focus on the nonprofit, manufacturing, and technology industries.
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Areas of Focus
  • Audit & Assurance
  • Employee Benefit Plan Audits
  • Nonprofit Industry
  • Manufacturing & Distribution Industry
  • Software & Technology Industry
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Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
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Community Service
  • Memorial Little League, Treasurer
  • First Tee of Omaha, Treasurer
  • St. Margaret Mary Catholic Parish & School, Athletic Committee Member
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Educational Background
  • BSBA, Colorado State University, Fort Collins, CO

Thought Leadership

Key Insights Into 4 Essential Nonprofit Financial Statement Items
Accounting Key Insights Into 4 Essential Nonprofit Financial...
Nonprofits are vital in addressing societal needs, positively impacting communities, and driving ...
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Using Financial Ratios to Drive Manufacturing Efficiency
Accounting Using Financial Ratios to Drive Manufacturing...
The goal of every manufacturer is to increase revenue by improving production efficiency. However, ...
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Should Manufacturers Buy or Lease Large Equipment?
Accounting Should Manufacturers Buy or Lease Large Equipment?
Earlier this year, the Financial Accounting Standards Board issued an update that will ...
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Sam Addy