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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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  • On-Demand Recording

Transforming Back-Office Accounting with Automation & Analytics

July 16, 2025
Transforming Back-Office Accounting with Automation & Analytics

Automation and analytics are revolutionizing back-office accounting, offering unprecedented opportunities for efficiency and insight. Discover strategies to streamline accounting processes and harness the power of data for smarter decision-making in this informative webinar. Lutz experts Steve Nebbia and Tony DeSantis will demonstrate how these tools can optimize your financial operations, reduce errors, and provide invaluable insights for business growth. Don't miss this chance to transform your approach to accounting and drive success. 

KEY TAKEAWAYS: 

  • Identifying Key Accounting Processes for Automation
  • Implementing Data Analytics Tools for Financial Insights
  • Outsourcing Opportunities in Accounting Functions
  • Action Plan for Streamlining Back-Office Operations 

20221114_cc_8375

 

Recent News & Insights

  • 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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  • Webinar
Selling Your Business | Common EBITDA Adjustments and Potential Valuation Impacts
September 10, 2025 | 11:30 AM - 12:30 PM | Webinar Thinking of eventually selling your business? When looking at a business, buyers don't ...
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