Omaha, Neb., – Lutz, a Nebraska-based business solutions firm, has announced 2018 director promotions.
Erin Baas, CPA, has been promoted to Client Accounting Services Director. Baas has over 15 years of experience providing business consulting and advisory services, including accounting assessments, financial reporting, strategic planning, budgeting and forecasting, and benchmarking. She specializes in providing outsourced accounting services to a wide variety of industries with a focus on professional services and private physician medical practices.
Joe Hefflinger, JD, CFP, has been promoted to Director & Investment Advisor at Lutz Financial. Hefflinger has over 14 years of relevant experience and specializes in providing both financial planning and investment advisory services.
Aaron Hoffman, CPA, has been promoted to Tax Director and has over 13 years of experience in taxation. Hoffman provides tax planning, research, compliance, and consulting services to privately held companies.
Julianne Kipple, CPA, CHFP, has been promoted to Healthcare Director. Kipple has over ten years of professional experience in the healthcare industry. Her expertise is in accounting and consulting services for healthcare facilities, including outsourced CFO services, Medicare and Medicaid reimbursement, and Medicaid Disproportionate Share Surveys (DSH).
Pam Riley, CPA, has been promoted to Tax and Client Accounting Services Director in Lutz’s Central Nebraska offices. Riley has over 15 years of experience and her primary focus is delivering tax and client accounting services to closely held businesses as well as entrepreneurial and start-up companies.
Lutz is the business solutions firm for people seeking a partner to help energize and heighten financial and organizational success. Born and raised in Nebraska, our experienced team simplifies complexities and provides accounting, wealth management, recruiting, M&A and technology services. We embrace your business as our own to spark the right solutions and help you thrive. MIND WHAT MATTERS + WWW.LUTZ.US