
Diana Luttmann, CPA
Partnerdiana@ritzholman.com • 414-390-1179
Diana Luttmann’s Areas of Focus
Nonprofit Accounting Services
Nonprofit Internal Control Best Practices
Biography
Diana Luttmann, CPA, Partner, focuses her practice on nonprofit audit and financial management. She has a large concentration of audit services with nonprofits subject to the federal Uniform Guidance and state auditing standards. Her areas of concentration include:
- Nonprofit audit, review and compilations, with an emphasis on audits conducted under the Uniform Guidance, State Single Audit Guidelines, Department of Health Services Audit Guide and the Provider Agency
- Audit Guidelines and compliance audits
- Preparation of the form 990 and state tax returns
- Charitable organizations and associations
- Charter, Choice and Partnership schools
- Agreed-upon-procedures and audits of 2r charter, MPS Non-Instrumentality Charter and Choice schools
- Nonprofit consultation – start-up, technology, best practices in internal controls and policies
- Private foundation audit, tax and advisory services
- Financial operations analysis
- Technical assistance with fiscal policies and procedures
Diana builds partnerships with nonprofits to help them succeed in areas such as understanding non-profit accounting complexities, operating efficiently and effectively, learning and implementing internal control best practices, and meeting regulatory needs to comply with funding requirements.
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- American Institute of Certified Public Accountants Not-for-Profit Section
- American Institute of Certified Public Accountants Government Audit Quality Center
- Wisconsin Institute of Certified Public Accountants (WICPA)
Volunteer Work
- Outreach for Hope
- Sunday school teacher
Education
Bachelor Degree in Accounting, University of Wisconsin-La Crosse
Certifications
Certified Public Accountant (CPA)
“Nonprofits are all-important in providing our community members growth opportunities and essential life care. I am passionate about helping nonprofits become financially successful so they can carry out their mission and provide opportunities to all among us.”
Diana Luttmann, CPA • Partner