Your business is your passion. And naturally, accounting is ours.

RitzHolman CPAs helps businesses, nonprofits and individuals thrive through responsive, personal service. We recognize that every business is different and we tailor our services to fit your needs. Our down-to-earth team of dedicated professionals take the time to understand your accounting needs so you can concentrate on your company’s success.

Interested In Our Help?

We look beyond the numbers to focus on achieving the big picture goals.

RitzHolman's Unique Approach

Our outsourcing accountants and CPAs work collaboratively to help you reach your company goals. Each team member has a role to play in the financial cycle, but it’s how we leverage everyone’s skills and talents that sets us apart.

Bookkeeping

RitzHolman CPAs outsourcing accountants are a natural extension of your business. Our team is dedicated to accurately recording your day-to-day operational transactions and ensuring that you have timely, accurate financial records. The accuracy of your financial information is vital to helping you make informed decisions about your business.

Accounting

With extensive skills and financial sensibilities, our CPAs are naturally the resource that provides you with the analytics your business needs to help drive success. We make sense of the accounting data collected and produce financial reports, cash flow and budget analysis and strategize with you to achieve your goals.

Through collaboration with our outsourcing accountants and CPAs we can assist you with a cost-effective way to provide timely, accurate information to operate effectively.

The past few months have been great working with Rick. He catches any discrepancies before they become an issue and sends us helpful reminders.

2018 Outsourcing survey respondent

Our Services

Outsourcing Services

  • Bookkeeping
  • Payroll Management
  • Accounts payable recording, tracking and bill payment
  • Accounts receivable recording and tracking
  • Monthly bank reconciliations
  • Sales and use tax reporting
  • Year-end tax planning and tax return preparation
  • Completion of funding source financial reports
  • Financial statement preparation and analysis
  • Presentation of financial statements to stakeholders
  • Cash flow and budget analysis
  • Secure, electronic document retention
  • Filing of year-end information returns (Form 1099)
  • Monthly, quarterly and annual closing procedures
  • Cost allocations
  • Audit preparation assistance

Upcoming Events

Private: Nonprofit Financial Management Seminar

• 8:30am - 12:00pm • Milwaukee, WI