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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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Client Advisory Services

Business Consulting

Lutz Consulting Services

Advisory solutions that are never "business as usual."

At Lutz, we understand that running a successful business is no easy feat. Our team offers consulting services beyond traditional compliance work. We can help you make informed decisions, evaluate potential risks, and develop actionable strategies that impact your bottom line. 

Building strong relationships with our clients sets the foundation for lasting success. As your trusted advisor, we work alongside you to support you through every stage of your business's growth, evolving our partnership as your goals change. Whether you want to expand into a new market or optimize your operations, Lutz is here to have open and honest conversations, offering complete candor from day one.

Benefits

  • Software Consulting

    We can assist you in selecting, purchasing, and installing new accounting software that meets your business requirements and properly maintains financial records. In addition, our certified team can provide training and support for the following platforms:

    + QuickBooks Desktop
    + QuickBooks Online
    + Bill.com

  • Forecasting & Budgeting

    Using historical data and trends, we outline expected revenues and expenses and allocate resources accordingly to keep you on track to meet your goals. 

    + Predictive Financial Analysis 
    + Create & Monitor Budgets
    + Cash Flow Management
    + Financial Modeling

  • Accounting Procedures Assessment
    We take a deep dive into your accounting procedures to identify opportunities to streamline manual processes, ensure compliance, and produce valuable reports.
  • Litigation Support & Forensic Services
    From expert testimony to financial counsel, our professionals are here to support you through complex legal matters. We’ll utilize top accounting, auditing, and other investigative methods to assist in creating a strategy that best fits your needs.
  • Business Valuation
    Whether you are looking to enhance the value of your business or simply understand its current worth, we will analyze your operations and financials to deliver a detailed conclusion and actionable recommendations.
  • Accounting Research
    Our team conducts thorough research and analysis to provide expert guidance on complex accounting standards and technical issues that impact your financial reporting. We help businesses navigate challenging accounting treatments, interpret new standards, and ensure proper application of GAAP or IFRS requirements.
  • Pre-Transaction Due Diligence
    Our Transaction Advisory Services positions middle-market businesses for successful outcomes before they enter the market. Whether you're preparing to sell your company or acquire strategically, our experienced professionals work with you to optimize your business structure, financial presentation, and operational readiness.
Erin Baas

EXPLORE RELATED OFFERINGS

  • HR Consulting

    The always-evolving world of HR can be tricky, and when culture and top talent are at stake, it’s crucial to get things right. Lutz Talent offers project-based knowledge and a fresh perspective on employee management and compliance to help you build a better workplace.

  • Tech

    The Lutz Tech team understands that keeping your systems running optimally is just the beginning. We’re more than an IT service provider; our goal is to be your strategic technology partner, helping you make moves that drive growth.

  • M&A

    Lutz M&A is one of the largest and most experienced merger and acquisition firms in the Midwest, with a reputation for integrity and confidentiality. We leverage the experience of our professionals to deliver specialized and hands-on M&A advisory services.

Steve and Ben
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More Than Advice

We offer solutions for any challenge your company may face. We understand that every business is unique, so we take the time to get to know you and your objectives before creating a tailored plan that drives your business forward.