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Financial Access Checklist
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Financial Access Checklist

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

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The Art of Budgeting + Smart Saving Strategies
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
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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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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition
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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Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
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One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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Office 365 Spotlight: SharePoint

March 17, 2021
Office 365 Spotlight: SharePoint

Web-based collaborative platforms are essential for businesses with a dispersed workforce. Microsoft SharePoint is a highly configurable document management and file storage application that can help your teams work more efficiently from anywhere in the world. In this presentation, Jack Moylan, and Jessica Murray of Lutz Tech will cover the features and benefits of SharePoint and how your business can best integrate and utilize its core capabilities.

Key Takeaways:

  • Microsoft SharePoint Overview
  • Benefits Of Using SharePoint
  • How To Get Started With SharePoint

 

Recent News & Insights

  • Webinar
Transforming Back-Office Accounting with Automation & Analytics
July 16, 2025 | 11:30 AM - 12:30 PM | Webinar Automation and analytics are revolutionizing back-office accounting, offering unprecedented ...
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  • On-Demand Recording
Nonprofit Financial Leadership, Accounting Best Practices & Tax Updates
August 6, 2025 | 11:30 AM - 12:30 PM | Lutz - 13616 California St. Ste 300 Omaha, NE 68154 Transform your nonprofit’s financial operations ...
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  • Webinar
Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs
August 13, 2025 | 11:30 AM - 12:30 PM | Webinar Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris ...
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