Lutz accountant providing client accounting services

CLIENT ADVISORY SERVICES

Accounting is a vital part of your business, from day-to-day accounting procedures to tax compliance. The Lutz Client Advisory Services (CAS) team specializes in performing a multitude of accounting and financial functions, giving you the time and flexibility to focus on running your business.

Whether you want to automate your systems, control your overhead through outsourcing or find ways to improve procedures for timely and accurate financial information, our CAS team is ready to help. We can analyze your current situation and find ways to simplify your accounting process.

Solutions:

  • Accounting Procedures Assessment, Training & Improvement
  • Outsourced Accounting
    • Bookkeeper/CFO/Controller Services
  • Data Analytics & Insights
  • Benchmarking Analysis
  • Forecasting & Budgeting
  • QuickBooks Consulting, Training, & Support
  • Compensation Consulting & Compliance
  • General Accounting Support
    • Accounting Process Automation
    • General Ledger Analysis
    • Cash Flow Analysis
    • Bank Reconciliation
    • Financial Statement Preparation
    • Accounting Software Set Up & Implementation
  • Tax Compliance Reporting & Planning
    • Payroll Tax Return Preparation
    • Regulatory Notice & Response Assistance
  • Business Coaching & Planning
Accounting & Business Advisory Services
The Lutz CAS team provides professional, comprehensive accounting services. Our depth of technical knowledge and turn key technology solutions can be customized to the level of service needed for your specific business.
  • Outsourced Controller Services
  • Financial Management Package Customized for Management Analysis
  • Financial Statement Preparation on Interim & Annual Basis
  • General Accounting Support via On-site, Network Streaming or Telephone
  • Accounting Procedures Assistance & Training
  • General Ledger Analysis
  • Internal Control Analysis
  • Payroll Calculation Assistance
  • Payroll Tax Return Preparation
  • Bank Reconciliation
  • Compliance Reporting Forms Including Preparation of Forms 1099 & W-2
  • Tax Compliance & Planning
  • Regulatory Notice & Response Assistance
  • Business Planning
  • Budgeting
  • Cash Flow Analysis
New Business Consulting Services
From entity selection and set up to developing a business plan that fits your unique scenario, the Lutz CAS team has over 30 years of business consulting experience which makes us uniquely qualified to advise an owner of a new or expanding business.
  • Organizational Structure Analysis
  • Entity Selection & Setup
  • Business Planning & Budgeting
  • Feasibility Analysis
Accounting Software Services
It is vital to the success of your company to efficiently use an appropriate accounting software solution. The Lutz CAS team can assist you in selecting, purchasing and installing new accounting software that meets your business requirements and properly maintains financial records. In addition, our award-winning software support team can provide training and support.
  • QuickBooks
  • Client Bookkeeping Solutions / Accounting CS
  • Business Works
  • Sage 50

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