Information Type: Press Releases

To My Valued Clients and Professional Network,

I hope this letter finds you well and I wish you a very happy and healthy New Year. As we begin this new year, I wanted to share some news with you regarding my career and future plans.

After much thought and reflection, I have decided to transition into retirement and will be shifting to part-time work starting this year. This decision comes as I look forward to spending more time with family, pursuing personal interests, and embracing the new opportunities that come with this new chapter of my life.

While my schedule will change, my dedication to providing you with exceptional service will remain the same. I will still be available during the busy season Monday through Friday. However, my late nights and weekends in the office will no longer be part of my schedule. After April 15^th, I will be available during the week, but at a reduced capacity hoping to improve my golf game.

As part of my transition, I have given up my role as Partner and my new title will be Principal. This new role will run two years through December 31, 2026.

My main goal over the next two years will be to ensure a smooth transition to other highly qualified members of my team. I will also be available along the way to assure that your needs are being met and that our professional relationship continues seamlessly to your satisfaction.

The processes for sending us information will not be any different than in previous years. However, you may hear from me or other team members as we thoughtfully transition your services to new firm leaders in this and future years.

It has been forty years since I walked through the doors at Ritz Holman for my first time. I was just a kid out of college and I had to learn how to tie a tie. As time passed, I have met so many wonderful people and have developed special relationships that I will always cherish. It has been a privilege to work with you, and I deeply appreciate the trust you have placed in me. Thank you for your continued support and understanding as I take this next step.

If you have any questions or concerns about this transition, please don’t hesitate to reach out to me directly.

With Immense Gratitude,

Bill

RitzHolman CPAs Promotes New Leadership

Milwaukee, Wisconsin (January 1, 2025).  RitzHolman CPAs, a Milwaukee-based accounting firm, is pleased to announce the promotion of Brian Falk, CPA, a member of the firm’s audit team, to Principal.

Brian has extensive knowledge of the nonprofit community in Milwaukee obtained over 12 years of experience with the firm’s audit team. He dedicates his time and talents to creating financial healthy nonprofits, enhancing organizations, and implementing best practices for his clients. Brian’s transition into the principal role elevates our firms’ auditing and advisory services.

He is a leader in the community and at the firm. He serves on nonprofit boards, leads recruiting initiatives, and mentors teams members at the firm.

It is Brian’s commitment and passion for the community, clients, and team that make him an integral part of brining our mission to life and strengthening the future of the firm.

Founded in 1957, RitzHolman CPAs is a full-service accounting firm.  As one of southeast Wisconsin’s top 25 accounting firms, RitzHolman CPAs has been serving the needs of businesses, nonprofits, individuals and trusts for over 65 years.  For more information, please visit our website at www.ritzholman.com.

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RitzHolman CPAs Promotes New Leadership

Milwaukee, Wisconsin (January 1, 2025).  RitzHolman CPAs, a Milwaukee-based accounting firm, is pleased to announce Adam Updike, CPA, a member of the firm’s tax team, has become a tax partner with the firm.

Adam brings a wealth of knowledge and expertise to our firm with over 12 tax seasons of experience, including 5 years specializing in fiduciary tax. His strong tax acumen, coupled with a commitment to building and nurturing client relationships, fortifies our tax team. Adam’s transition into the partner role enhances our resources while broadening our capacity to serve our tax clients effectively.

In addition to his technical skills, Adam is recognized for his natural leadership abilities. He has a proven track record of mentoring and developing team members, making him an invaluable asset to RitzHolman CPAs.

We are confident that Adam’s contributions further elevate our services and reinforce our commitment to providing excellence in tax advisory services.

Founded in 1957, RitzHolman CPAs is a full-service accounting firm.  As one of southeast Wisconsin’s top 25 accounting firms, RitzHolman CPAs has been serving the needs of businesses, nonprofits, individuals and trusts for over 65 years.  For more information, please visit our website at www.ritzholman.com.

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RitzHolman CPAs Announces Promotions

Milwaukee, Wisconsin (July 1, 2024).  RitzHolman CPAs, a Milwaukee-based accounting firm, is pleased to announce the following promotions:

• Kristen Glatzel, CPA, a member of the firm’s nonprofit team, has been promoted to Audit Manager.
• Adam Guernsey, CPA, a member of the firm’s tax team, has been promoted to Tax Manager.
• Matt Hennig, a member of the firm’s tax team, has been promoted to Senior Accountant.
• Tori Sarazin, a member of the firm’s nonprofit team, has been promoted to Senior Accountant.

Founded in 1957, RitzHolman CPAs is a full-service accounting firm.  As one of southeast Wisconsin’s top 25 accounting firms, RitzHolman CPAs has been serving the needs of businesses, nonprofits, individuals and trusts for over 65 years.  For more information, please visit our website at www.ritzholman.com.

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For more information, contact: 

Leah Grunewald, Marketing Manager

RitzHolman CPAs Announces Promotions

Milwaukee, Wisconsin (July 18, 2023).  RitzHolman CPAs, a Milwaukee-based accounting firm, is pleased to announce the following promotions:

• Brian Falk, CPA, a member of the firm’s nonprofit team, has been promoted to Senior Manager.
• Adam Updike, CPA, a member of the firm’s tax team, has been promoted to Senior Manager.
• Mike Schafer, CPA, a member of the firm’s tax team, has been promoted to Tax Manager.
• Monica Rohe, CPA, a member of the firm’s nonprofit team, has been promoted to Audit Supervisor.
• Tyler Haanen, CPA, a member of the firm’s nonprofit team, has been promoted to Senior Accountant.
• Bauj Lee, CPA, a member of the firm’s outsourcing team, has been promoted to Lead Outsourcing Accountant.

Founded in 1957, RitzHolman CPAs is a full-service accounting firm.  As one of southeast Wisconsin’s top 25 accounting firms, RitzHolman CPAs has been serving the needs of businesses, nonprofits, individuals and trusts for over 65 years.  For more information, please visit our website at www.ritzholman.com.

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For more information, contact: 

Leah Grunewald, Marketing Manager

“Receiving this award is the culmination of my winding and rewarding journey as a CPA. I was a latecomer to public accounting. I started my career as a community service worker and then worked for a nonprofit for more than 12 years. Although my late father was co-founder of our firm, RitzHolman CPAs, I never thought I wanted to be a CPA. He convinced me, however, to get a second degree in accounting, and I passed the CPA Exam while working at the nonprofit. Soon, organizations started asking me to help them with their accounting needs.

In those days, the accounting profession did not have a focus in the nonprofit sector, so I decided to transition to public accounting. I am proud of the work I did to help my firm develop a major nonprofit practice in response to a growing need. I also started teaching accounting workshops for nonprofits in the community and at UW-Milwaukee. As a CPA, I can use the profession’s hard skills to help many organizations.

I came into public accounting in a nontraditional way and encourage other latecomers to do the same. It is a great honor to be recognized by the WICPA for my career achievements.” Andrew C. Holman

Watch Andy’s WICPA Distinguished Career Award Video