Services

Business Signature at a Glance

Closely-held businesses rely on our proactive approach for accurate, efficient finance and accounting management. We frequently work with the business owner as well, bringing big-picture perspective. If you don't see the service you're looking for, just ask.

  • Proactive tax planning
  • Income tax preparation
  • Accounting and bookkeeping, from statement preparation to full outsourcing
  • Audits, reviews and compilations
  • Financial analysis for business decisions
  • Business start-up consultation, including entity choice
  • Forecasting for expansions and acquisitions
  • Payroll and payroll tax reporting
  • Business valuation services
  • Accounting software selection, consulting and training

Nonprofit Signature at a Glance

We offer special expertise in nonprofit accounting, serving more than 300 nonprofit clients. Our experience and insight yield valuable recommendations for improving internal controls. If you don't see the service you're looking for, just ask.

  • Compilations, audits and reviews
  • Consulting on application and tax-exempt status
  • Preparation of nonprofit federal and state tax returns
  • Preparation of federal tax returns and advisory services for private foundations
  • Financial operations analysis
  • Technical assistance with fiscal policies and procedures
  • Accounting and bookkeeping
  • Board and governance fiscal training
  • Accounting software selection and training

Outsourcing Signature at a Glance

RitzHolman CPAs helps businesses, nonprofits and individuals thrive through responsive, personal service. Let us show you how we can help you conserve your resources & time and money & by tapping into ours. We recognize that every organization is different and we can tailor our services to fit your needs.

  • Bookkeeping
  • Payroll management
  • Accounts payable recording, tracking and bill payment
  • Accounts receivable recording and tracking
  • Monthly bank reconciliations
  • Sales tax reporting
  • Financial statement preparation and analysis
  • Presentation of financial statements to management or the board of directors
  • Cash flow and budget analysis
  • Secure, electronic document retention
  • Cost allocations
  • Completion of funding source financial reports for nonprofit organizations
  • Year-end tax planning and tax return preparation
  • Filing of year-end information returns
  • Monthly, quarterly and annual closing procedures

Personal Signature at a Glance

Ritzholman CPAs helps individuals and families manage taxes for maximum benefit. In many instances, we've worked with families for multiple generations. If you don't see the service you're looking for, just ask.

  • Tax planning
  • Tax return preparation
  • Tax impact of investment and other financial decisions
  • Divorce and support issues
  • Gift tax and estate planning
  • Elder services
  • Trust and estate tax services

Call us today at 414-271-1451 to learn more about how we can help you with your accounting needs!