Accounting is a vital part of your business, from day-to-day accounting procedures to payroll. Lutz & Company’s Client Accounting Services (CAS) team specializes in performing a multitude of accounting and financial functions giving you the time and flexibility to focus on running your business. 

Whether you want to automate your systems, control your overhead through outsourcing or find ways to improve procedures to enable more efficient tax preparation, the Lutz & Company’s CAS team is ready to help. We will help you analyze your current situation and find ways to simplify your accounting process.

Lutz & Company’s CAS core specialties:

• Streamline your day-to-day accounting functions
• Provide specialized accounting guidance and expertise
• Prepare financial statements, including analysis, on an interim and annual basis
• Increase the timeliness of the delivery of critical financial data
• Analyze financial information used for management and operational decisions

Accounting & Business Advisory Services

The Lutz & Company’s CAS team provides professional, comprehensive accounting services. Our depth of technical knowledge and experience can be customized to the level of service needed for your specific business.

• Financial Statement Preparation on an Interim and Annual Basis
• General Accounting Support via On-site, Network Streaming or Telephone
• Accounting Procedures Assistance and Training
• General Ledger Analysis
• Internal Control Analysis
• Payroll Calculation Assistance
• Payroll Tax Return Preparation
• Bank Reconciliation
• Full Service Bookkeeping
• Compliance Reporting Forms including Preparation of Forms 1099 and W-2
• Tax Compliance and Planning
• Regulatory Notice and Response Assistance
• Provide Spreadsheets to Support Accounting Financial Information
• Interim Staffing

New Business Consulting

From entity selection and set up to developing a business plan that fits your unique scenario, Lutz & Company’s CAS team has over 26 years of business consulting experience making us uniquely qualified to advise an owner of a new or expanding business.

• Organizational Structure Analysis
• Entity Selection and Setup
• Business Planning and Budgeting
• Feasibility Analysis

Accounting Software

It is vital to the success of your company to efficiently use an appropriate accounting software solution. Lutz & Company’s CAS team can assist you in selecting, purchasing and installing new accounting software that meets your business requirements and properly maintains financial records.

In addition, our award-winning software support team can provide training and support for most accounting software.

• QuickBooks
• Peachtree
• Client Bookkeeping Solutions
• Business Works
• Mas90