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Lutz Tech Stack

Regional accounting and advisory firm with M&A, wealth, and tech services

Accounting Omaha, NE 201–500 employees Founded 1980 Privately Held
lutz.us LinkedIn

Lutz operates a multi-service accounting and consulting practice across audit, tax, M&A, talent advisory, and IT consulting—anchored in a Microsoft and SAP tech stack (Azure, Power BI, Intuit tools). Hiring velocity is accelerating across finance and ops roles, and the active project list (ERP review, service delivery model redesign, portfolio management) suggests the firm is restructuring internal operations and scaling its service delivery infrastructure beyond traditional accounting into advisory-led growth.

Tech Stack 22 technologies

Core StackSAP Intune QuickBooks Power BI Power Query Canva ADP Paycom Service Titan Epicor Azure Entra ID Exchange Online SharePoint Online OneDrive Bluebeam Civil 3D Azure QuickBooks Online DAX Adobe Microsoft Fabric

What Lutz Is Building

◆Challenges

  • Cost-effective benefits programs
  • Compliance with erisa/aca
  • Benefits operations accuracy
  • Improving efficiency in legal team
  • Streamlining finance processes
  • Improving collection efficiency
  • Scaling service delivery model
  • Building vendor ecosystem
  • Process improvement and automation
  • Strengthening internal audit foundation

▲Active Projects

  • Annual open enrollment
  • Benefits operations improvement
  • Service delivery model
  • Vendor partnership approach
  • Operational solutions
  • Erp system implementation review
  • Annual budgeting and forecasting process
  • Investment portfolio management
  • Regulatory audit compliance

Hiring Activity

Accelerating10 roles · 10 in 30d

Department

Finance
5
Ops
2
Accounting
1
HR
1
Legal
1
Manufacturing
1
Marketing
1

Seniority

Senior
4
Manager
3
Mid
3
Director
1
Junior
1

Notable leadership hires: Chief Financial Officer

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About Lutz

Lutz is Nebraska's largest locally owned accounting and business solutions firm, founded in 1980 and based in Omaha. The firm serves mid-market clients across audit, tax, M&A, wealth management, and IT consulting. With 370+ professionals across the Lutz Network, the practice combines accounting with advisory services in financial planning, business valuation, and talent solutions. The company operates as a privately held partnership and is actively expanding its service delivery model and operational infrastructure.

HeadquartersOmaha, NE
Company Size201–500 employees
Founded1980
Hiring MarketsCanada, United States

Frequently Asked Questions

What is Lutz's tech stack?

Lutz uses Paycom, Service Titan, Epicor, and SAP as core business systems, with Microsoft cloud services (Azure, Entra ID, Power BI, Fabric) for analytics and infrastructure, plus Intuit QuickBooks for accounting.

Where is Lutz headquartered?

Lutz is headquartered in Omaha, Nebraska, and is the largest locally owned accounting and business solutions firm in the state.

How this profile is built

Lutz's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.