Certified Public Accountants & Consultants
Certified Public Accountants & Consultants

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LOAN Program
Lutz & Company, PC offers assistance to not-for-profit organizations in need of accounting and/or business-related project support. Interested organizations may apply for assistance by submitting the application form below OR by downloading a copy of the form by clicking here.

*Please note: We are offering our employees with 1-3 years of experience which would be available to you on a loan-staff basis under your direct supervision. Appropriate projects for staff with 1-3 years of experience include recording of transactions, reconciliation of accounts, data entry, etc.

Our LOAN staff are not available to prepare and/or review tax filings, conduct an audit, review or compilation of the organization’s financial statements, or provide extensive processes/controls consulting. In general, those types of projects require a more experienced professional or group of professionals and would require Lutz & Company to give assurance to the work performed. If you are unsure as to whether your project fits the experience level of our LOAN staff, please submit an application detailing your needs and we will work with you to determine whether or not we can assist you.

Please complete all sections of this application for consideration.

Organization Name:  
Address:  
City, State Zip:   ,  
Are you a 501(c)(3)?:  
Name of Proposed Project:  
Application Date:  
Contact Person:  
Phone:  
Email:  
Fax:  
Please provide a brief description of your organization:  
In 1-2 paragraphs, please describe in detail your organization’s need for accounting and/or business-related assistance:  
Project timeframe and estimated hours needed from Lutz & Company:  
Other relevant information as it relates to the above project(s) (e.g. current accounting resources/structure):  
   
All applications will be considered by our selection committee and the decision to loan staff will be that of Lutz & Company’s. Applicants will be notified within 30 days of application date. For more information, please contact Stephanie Hand at 496-8800.



13616 California Street · Suite 300 · Omaha, NE 68154-5336 · 402.496.8800
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