katy@ritzholman.com • 414-390-1178

Katy Sommer’s Areas of Expertise

• Nonprofit Accounting Services
• Board and Governance Consulting

Biography

Katy Sommer, CPA, Partner, has a natural gift for working with nonprofit organizations. Since joining the firm in 1993 and becoming partner in 2002 she brings a depth of experience in the Milwaukee nonprofit arena to the firm. Katy leverages her talents to enhance organizations, implement best practices and help them become financial healthy nonprofits. Her expertise is concentrated on nonprofit audit and financial management services with a special emphasis on:

• Nonprofit Audits, Reviews and Compilations
• Preparation of Nonprofit Federal and State Tax Returns (Forms 990 and 1952)
• Application and tax-exempt status consulting
• Private foundation advisory services
• Board and Governance Consulting and Training
• Fiscal Policy and Procedure Consulting
• Accounting and Bookkeeping Consulting

Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Wisconsin Institute of Certified Public Accountants (WICPA)
• American Institute of Certified Public Accountants Government Audit Quality Center

Volunteer Work

• North Shore Swim Club Board of Directors
• School Choice Auditor Working Group

Education

Bachelor Degree in Accounting, University of Wisconsin-La Crosse

Credentials

Certified Public Accountant (CPA)

Awards

2008 Milwaukee Business Journal’s “Forty Under 40” Recipient

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