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Headshot of Joseph W. Lutes
Joseph W. Lutes

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Meeting Preference: In Person, Phone, Video

Languages: English

How I Can Help You

Are you looking for expert guidance in the areas of accounting, finance, and business management? I'm here to help you navigate these crucial areas with ease.

What I Offer:

1. New Business Setup: Starting a new business can be a daunting task. I'll provide you with step-by-step guidance (Business Plan) on setting up your business, ensuring you have a solid foundation for success.

2. Financial Strategies: Need help managing your finances? I specialize in cash management and forecasting, ensuring your business stays financially sound and prepared for the future.

3. Business Transactions: Whether you're buying or selling a business, I can assist you through the entire process. I have firsthand experience in successfully selling a company, and I'll share invaluable insights to make your transaction smooth and profitable.

4. Nonprofit Expertise: If you're passionate about starting and running a nonprofit organization, I can guide you through the unique challenges and opportunities in the nonprofit sector. I've been involved in establishing and managing successful nonprofits and can help you do the same.

A Bit About Me:

I'm not just an advisor; I'm an entrepreneur who, along with a dedicated team, founded and later sold a thriving company. My journey in the business world has equipped me with the knowledge and experience needed to assist you in achieving your goals.

Let's Connect:

If you're ready to start your business or nonprofit or take it to the next level, let's connect. I'm here to provide you with the guidance and support you need to succeed. Your success is my priority.

Areas of Expertise

  • Accounting & Finance
  • Budgeting
  • Business Plan
  • Cash Flow
  • Funding/Loans
  • Tax Planning

Industry Experience

  • Accounting & Tax Services
  • Nonprofit
  • Professional Services
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CONNECT
11 Welden Drive, Suite 100
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Doylestown, PA 18901
(215) 943-8850

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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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