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Financial Access Checklist
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Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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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.
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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Office 365 Spotlight: Excel

October 6, 2021
Office 365 Spotlight: Excel

Excel is one of the most common Microsoft platforms and the first choice of many for data storage, calculation, and analysis. While we are all familiar with it, it is not always the simplest tool to understand. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech, and Controller, Matt Storm, cover the common features and benefits of Excel as well as tips and tricks for utilizing some of its more complicated components to optimize your business’s data.

 

Key Takeaways:

  • Microsoft Excel Overview
  • Benefits of Using Microsoft Excel
  • How to Get Started with Microsoft Excel

 

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