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Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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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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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Lutz Accounting

Outsourced Accounting

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Lutz Accounting + Outsourced Accounting

Supplement or replace your accounting department without the price tag.

Managing your business's accounting and finance functions by yourself can be overwhelming. The complexities involved in maintaining accurate records, keeping up with ever-changing regulations and technology, and ensuring your business decisions align with your strategic goals can be daunting. Additionally, recruiting and retaining internal accounting staff is expensive and time-consuming.

Imagine having a dedicated team of professionals at your side, fully equipped with the expertise to handle all aspects of your accounting operations and financial strategy. At Lutz, our Outsourced Accounting team fulfills multiple roles simultaneously. From customized reporting to managing your tech stack and financial consulting, we will give you the time and flexibility you need to focus on running your business, not your books.

Outsourced Accounting Packages

Standard
 Our high-value, low-maintenance, standard package combines the day-to-day tasks, expertise, and technology management of a bookkeeper, controller, and CFO at a fixed monthly rate.
Custom
 Already have accounting staff? Need to utilize a software that isn't included in our standard package? We can tailor any of the services below into a custom model at a fixed monthly rate to meet your needs.
Add-On
 Services can be added to the standard or custom fixed-fee package. The add-on service price is determined based on complexity and frequency.
Bank Integration with Accounting Software Y Y N
Loan Reconciliation Y Y N
Accounts Receivable Review Y Y N
Bank Reconciliation Y Y N
Cash Flow Analysis Y Y N
Credit Card Reconciliation Y Y N
Payroll Analysis Y Y N
Monthly Financial Statements Y Y N
Monthly Review Meeting Y Y N
Annual Strategy Meeting Y Y N
KPI Reporting & Data Analytics Y Y N
Business Coaching & Planning Y Y N
Technology Stack Management Y N N
Automatic Bill Pay Y N Y
Employee Expense Reporting Y N Y
Accounts Payable Management Y N Y
Board Meeting Attendance N N Y
Revenue Pipeline Review N N Y
Investment Review N N Y
Forecasting & Budgeting N N Y
Personnel Analysis N N Y
  • Standard
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
  • Custom
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
  • Add-On
    • Bank Integration with Accounting Software
    • Loan Reconciliation
    • Accounts Receivable Review
    • Bank Reconciliation
    • Cash Flow Analysis
    • Credit Card Reconciliation
    • Payroll Analysis
    • Monthly Financial Statements
    • Monthly Review Meeting
    • Annual Strategy Meeting
    • KPI Reporting & Data Analytics
    • Business Coaching & Planning
    • Technology Stack Management
    • Automatic Bill Pay
    • Employee Expense Reporting
    • Accounts Payable Management
    • Board Meeting Attendance
    • Revenue Pipeline Review
    • Investment Review
    • Forecasting & Budgeting
    • Personnel Analysis
Standard

Our high-value, low-maintenance, standard package combines the day-to-day tasks, expertise, and technology management of a bookkeeper, controller, and CFO at a fixed monthly rate.

Custom

Already have accounting staff? Need to utilize a software that isn't included in our standard package? We can tailor any of the services below into a custom model at a fixed monthly rate to meet your needs.

Add-On

Services can be added to the standard or custom fixed-fee package. The add-on service price is determined based on complexity and frequency.

Why Lutz?

Are you finding that financial tasks like bookkeeping, bank reconciliations, or financial statement preparation prohibit you from accomplishing your organization’s goals? Have you considered outsourcing some or all of these functions? We will work with you to create a package that fits your organization's ongoing needs.

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Lutz Accounting

News & Insights

Recent News
Lutz adds Hundtoft, Kass, LaRosa, and Tieken
Lutz, a Nebraska-based business solutions firm, recently added John Hundtoft, Lindsey Kass, ...
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QuickBooks
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Client Advisory Services
Employee or Contractor? A Critical Hiring Decision
Hiring new talent is an exciting milestone for any company. Whether bringing on your first ...
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Recent News
Lutz adds Abeyta, Hemmingsen, Kost, and McCratic
Lutz, a Nebraska-based business solutions firm, recently added Zeke Abeyta, Sierra Hemmingsen, ...
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Streamline Your Accounting Functions

Whether you want to automate your systems, analyze trends, or need help with tax compliance, our team is ready to help. 

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