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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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  • Achiever, Context, Developer, Responsibility, Belief

Jimmy Burgess

Client Advisory Services Manager

Jimmy Burgess, Client Advisory Services Manager, began his career in 2013. He has developed extensive expertise while also taking on a leadership role in the firm’s professional development program.

Specializing in financial reporting, Jimmy provides comprehensive outsourced accounting services to clients. He focuses on software training and implementation, new business consulting, and general accounting guidance. Jimmy values the relationships he builds with both colleagues and clients and finds satisfaction in witnessing the growth and progression of the businesses he supports.

 

Jimmy lives in Elkhorn, Nebraska, with his wife Sarah and their three children: Natalie, Leo, and Maximilian. Outside the office, he volunteers as a youth sports coach and can be found playing pickup basketball, golfing, and attending sporting events with his kids.

 

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Areas of Focus
  • Outsourced Accounting
  • Accounting Software Implementation & Training
  • QuickBooks Training & Support
  • Payroll Compliance
  • Business Model Consulting
  • Employee Development Lead
  • Industry Specialty:
    • Construction


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Affiliations & Credentials
  • Certified Public Accountant (CPA)
  • Nebraska Society of Certified Public Accountants, Member

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Community Service
  • Youth Sports Coach, Volunteer
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Educational Background
  • BSBA in Accounting, University of Wyoming, Laramie, WY
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Jimmy Burgess