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 * Accounting
   
 * Consulting
   
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SERVICES

 * Audit & Assurance
 * Employee Benefit Plans
 * Client Advisory Services
 * Outsourced Accounting
 * Tax
 * State & Local Tax

View All

INDUSTRIES

 * Agribusiness
 * Construction
 * Family Office
 * Healthcare
 * Manufacturing & Distribution
 * Nonprofit

View All

NEWS & INSIGHTS

News

TAX SEASON UPDATES

Upload documents securely, review important deadlines, and get answers to client
portal questions.

Read More
 * Consulting Services

SERVICES

 * Business Valuation
 * Healthcare Consulting
 * Internal Control Assessment
 * Litigation Support & Forensic
 * Risk Assessment

View All

RESOURCES

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.
Read More

BUSINESS INSIGHTS

Blog

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.
Read More
 * Financial Services

SERVICES

 * Financial Planning
 * Investment Advisory
 * Retirement Plan Services
 * Pooled Employer 401(k) Plan

View All

RESOURCES

 * Lutz Financial Blog
 * Our Team
 * Client Portal
 * Charles Schwab Login
 * Send Files Securely

Contact Us

NEWS & INSIGHTS

MARKET COMMENTARY

FINANCIAL MARKET UPDATES

Want to receive financial market updates straight to your inbox? Sign up below!

Subscribe
 * M&A Services

SERVICES

 * Sell-Side Representation
 * Transaction Advisory
 * Exit Planning

View All

RESOURCES

Guide

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

Read More

BUSINESS INSIGHTS

Blog

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.
Read More
 * Talent Services

SERVICES

 * Search & Staffing
 * Outsourced HR
 * HR Strategy & Coaching
 * HR Consulting

View All

CANDIDATE RESOURCES

 * Job Seeker Process
 * Current Opportunities
 * Lutz Internships

Contact Us

NEWS & INSIGHTS

Blog

BENEFITS OF OUTSOURCING YOUR HUMAN RESOURCES FUNCTION

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.
Read More
 * Tech Services

SERVICES

 * Data Analytics & Insights
 * Outsourced IT
 * Technology Strategy
 * Software Consulting

View All

RESOURCES

Guide

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.

Read More

BUSINESS INSIGHTS

Video

PELLA CLIENT TESTIMONIAL

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.
View Now

BUSINESS INSIGHTS

BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All

WEBINARS & EVENTS

Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

View All

LUTZ TALK BUSINESS

PODCAST
Tune In

Subscribe today for entrepreneurially spirited episodes of witty commentary for
young professionals.

View All

RESOURCES

EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational
resources. 

View All
 * News & Insights

 * Business Insights
 * Webinars & Events
 * Lutz Talk Business
 * Resources

BUSINESS INSIGHTS


BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

View All
 * About

ABOUT

Lutz is a business solutions firm for people seeking a partner to help energize
and heighten economic and organizational success.

OUR COMPANY

OUR TEAM

OFFICES

CAREERS

INTERNSHIPS

Contact Us
 * Contact

CLIENT PORTAL

Log in to your relevant client portal to access your account, upload documents,
or make a payment.

MAKE A PAYMENT

ACCOUNTING CLIENT PORTAL

FINANCIAL CLIENT PORTAL

CHARLES SCHWAB LOGIN

SEND FILES SECURELY

Contact Us


BUSINESS SOLUTIONS TAILORED TO YOU

Your goals are our goals. Our team is ready to handle your most difficult
personal, financial, and organizational challenges.

I'M A...
 * Current Client
 * Owner / CEO / President
 * Executive / C-Suite
 * Controller
 * HR Professional
 * IT Professional
 * Office Manager
 * Board Member
 * Retired Individual
 * Job Seeker
 * Other

I NEED HELP WITH...
GO


2024 TAX SEASON UPDATES

Upload documents securely, review important deadlines, or get answers to client
portal questions.

Visit Page


THE LUTZ NETWORK

Accounting Services
 * Accounting Services
 * Consulting Services
 * Financial Services
 * M&A Services
 * Talent Services
 * Tech Services

LUTZ ACCOUNTING

Accounting is our bread and butter and where the Lutz story begins. With
unmatched expertise and a people-first approach, we treat every client’s
business as if it were our own.

 * Audit & Assurance
 * Client Advisory Services
 * Tax

View All Accounting Services

LUTZ CONSULTING

Offering a range of services to meet your exact needs, our expert consultants
focus on truly understanding your business and building long-lasting
partnerships.

 * Business Advisory
 * Business Valuation
 * Internal Control Assessment
 * Litigation Support & Forensic Services
 * Risk Assessment

View All Consulting Services

LUTZ FINANCIAL

You deserve more than rushed service and one-size-fits-all products. The team at
Lutz Financial will take the time to understand your needs and provide
personalized, fee-based solutions to help you achieve your financial goals.

 * Financial Planning
 * Investment Advisory
 * Retirement Plan Services

View All Financial Services

LUTZ M&A

Whether you are selling your company, recapitalizing, acquiring a new business,
or considering a buyout, there’s a lot at stake. Meticulous planning before,
during, and after the sale is essential to success. Lutz is proud to be one of
the largest and most experienced M&A firms in the Midwest and will be your
trusted advisor every step of the way.

 * Sell-Side Representation
 * Transaction Advisory
 * Business Transition + Exit Planning

View All M&A Services

LUTZ TALENT

Your people are your business. We offer a variety of services to help you
achieve your personnel goals, whether they involve building an unstoppable team,
creating a brilliant company culture, or reducing your administrative burden.

 * Search & Staffing
 * Outsourced HR
 * HR Strategy & Coaching
 * HR Consulting
 * Services for Job Seekers

View All Talent Services

LUTZ TECH

Lutz Tech keeps businesses secure, efficient, and data-driven. We think about
your IT needs holistically, improving processes and strategies with
best-in-class service.

 * Data Analytics & Insights
 * Outsourced IT
 * Technology Strategy Consulting
 * Software Consulting & Implementation

View All Tech Services

TESTIMONIALS


THE LUTZ CLIENT EXPERIENCE

Previous

Lutz has consistently been a true business partner by providing valuable
consultive input to assist us in navigating accounting and tax issues. They have
a very strong team of subject matter experts and provide a wide range of
services to assist with all aspects of supporting a business. Lutz has a great
culture of fostering teamwork which becomes a valuable extension of your own
internal team.

Theresa Sabaliauskas
COO/CFO, Omaha Industries Inc.

Finding a good tax accountant is not an easy task, nor taken lightly, but
finding a true partnership is even harder. Partnering with Lutz has put us in a
better position for today and years down the road. This framework is what we
need to be successful for our employees and clients. Lutz’s broad scope of
services, dedication, and knowledge are unmatched by any other I have
experienced.

Jake Whitefoot
Vice President, Gana Trucking & Excavating, Inc.

The Lutz team takes the initiative to understand the company culture and the
open role. They meet potential candidates prior to presenting them to their
clients and will not present candidates that would not be a good fit. There is
reassurance in knowing they have done their due diligence.

Ann Bruner
Senior Director, Burlington Capital

My favorite thing about working with Lutz Tech is knowing that they are serious
about technology, serious about being good at what they do, and, most
importantly, serious about maintaining a strong working relationship with their
clients. That is why I recommend Lutz Tech to my peers.

Johnathan Krainak
Director of Information Technology, Creighton Preparatory School
Next
01 / 04


INDUSTRY EXPERTISE

We provide services to organizations in a variety of industries across the
Midwest. By honing in on the complexities of each industry, we ensure that our
clients receive tailored advice and strategies, ultimately empowering them to
navigate the ever-evolving economic landscape with confidence and ease.

Agribusiness
From family farms and ranchers to commodity traders and food producers, our team
helps agricultural businesses navigate their competitive industry landscape.
Construction
Our adept construction team will partner with you to build something that lasts
with services tailored to the unique rules of various sectors in the
construction industry.
Healthcare
Lutz supports providers in making informed financial decisions in the
ever-changing healthcare industry through comprehensive accounting and
consulting solutions.
Manufacturing & Distribution
Our wide-ranging business solutions help improve processes and increase
profitability for manufacturing and distribution companies challenged by changes
in the economy, labor shifts, and evolving industry standards.
Family Office
From outsourced accounting for businesses and personal assets to philanthropic
planning and tax solutions, our Family Office Administration team provides
customized solutions that fit your goals and lifestyle.
Nonprofit
Focus less on finances and more on what matters: your mission. Our services are
tailored to a variety of nonprofit sectors, including social services, arts,
civic service, religion, and foundations.
Resources


EXPERT INSIGHTS, COMING RIGHT UP

BLOG

BUSINESS INSIGHTS

Get the latest news and insights on relevant topics that matter most to you.

Learn More
Events

WEBINARS & EVENTS

Register for an upcoming event or access our library of on-demand recordings.

Learn More
Podcast

LUTZ TALK BUSINESS

Tune in for entrepreneurially spirited episodes of witty commentary for young
professionals.

Learn More
Resources

EBOOKS & GUIDES

Take a deep dive into challenging business topics with these free educational
resources. 

Learn More


MIND WHAT MATTERS

We aim to simplify complexities, help make critical business decisions, and
confidently focus on the things that are truly important to you. We embrace your
business as our own to spark the right solutions and help you thrive. That’s our
promise: to mind what matters. 




LET'S GET YOU WHERE YOU WANT TO GO.

Building strong relationships with our clients sets the foundation for lasting
success. As your trusted advisor, we will work alongside you to support you
through every stage of your business's growth, evolving our partnership as your
goals change while offering complete candor from day one.

Contact Us
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