See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Jeremy Lutz is a seasoned accounting professional with a strong background in financial reporting, tax preparation, and bookkeeping. He holds certifications as a Certified Public Bookkeeper, Certified Payroll Specialist, and Certified Quickbooks Advisor. With experience in various industries, including finance and education, Jeremy has honed his skills in Microsoft Office, Peachtree, and Payroll management.

Credentials

  • Certified Public Bookkeeper
    NACPB
    Oct, 2021
    - May, 2026
  • Certified Payroll Specialist (CPS)
    NACPB
    Sep, 2021
    - May, 2026
  • Certified Quickbooks Advisor (CQA)
    NACPB
    Sep, 2021
    - May, 2026
  • Notary
    Iowa Secretary of State
    Nov, 2013
    - May, 2026

Experience

    • Bookkeeper And Coordinator On Human Resources
  • All Saints Church and School
    • Cedar Rapids, Iowa, United States
    • Bookkeeper and Coordinator on Human Resources
      • Sep 2019 - Present
      • Cedar Rapids, Iowa, United States
  • Lutz Tax Prep
    • Cedar Rapids, Iowa
    • Tax Preparer/Owner
      • Oct 2014 - Sep 2021
      • Cedar Rapids, Iowa
  • US Bank
    • Cedar Rapids, Iowa Area
    • Mortgage Closing Quality Analyst
      • Jan 2016 - Nov 2018
      • Cedar Rapids, Iowa Area
    • Accountant
      • Mar 2013 - Jan 2016
  • TaxACT
    • Cedar Rapids, Iowa Area
    • Taxpayer support
      • Oct 2012 - Apr 2013
      • Cedar Rapids, Iowa Area
    • Night Sanitation Clerk
      • Jul 2012 - Aug 2012
    • Supervisor
      • Jan 2010 - May 2012

      Was promoted from student manager in August, 2011Lead the Mongolian Grill during the dinner shiftLead team of employees for cooking and cleaning tasksCoordinate employees’ daily work tasks

    • Tax Accounting Intern
      • Jan 2011 - Apr 2011

      I check tax returns for accuracy and completeness.I prepare returns for individuals, S corporations, and corporations.

    • Work study/Accounting Tutor
      • Jan 2010 - May 2010

      Held weekly sessions to assist students in reviewing and understanding class materialExplained any misunderstood accounting concepts to students who didn’t understand

    • General Associate
      • Jan 2010 - Jan 2010

      Prepared grill items and pizzasAssisted in the cleaning of dishes and floorsRan cash register and replenish dining room food items

Education

  • 2010 - 2011
    Upper Iowa University
  • 2007 - 2009
    Northeast Iowa Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles