Mission is at the center of everything we do

Accountants don’t often talk about passion, but we do. For over 60 years, RitzHolman CPAs has been passionate about being an active, vibrant member of the Southeastern Wisconsin community. It is our mission to serve our clients and community with passion, exceptional knowledge and superior service. At RitzHolman CPAs it’s not just what we do, it’s how we do it.

Interested In Our Help?

We want to be your strategic partner. Tell us more about what you need.

RitzHolman's Unique Approach

We understand that passion and mission are the foundation for any start up nonprofit. Our team can help guide you through the challenges of starting your organization. We have experience with:

  • Chart of Accounts
  • Forecasting
  • Filing applications for tax exempt status
  • Human resource manuals
  • Strategic planning sessions


Sample Documents

Conflict of Interest Policy

Record Retention Policy

Whistleblower Policy

Our Services

Nonprofit Services

  • Compilations, audits and reviews
  • Application and tax-except status consulting
  • Preparation of nonprofit federal and state tax returns
  • Private Foundations advisory services
  • Financial operations analysis
  • Technical assistance with fiscal policies and procedures
  • Board and governance fiscal training
  • Accounting and bookkeeping

Whether your organization has assets of $6,000 or $60 million, RitzHolman CPAs can help you prosper with a wide array of services. If you don’t see the service you’re looking for, just ask.

Additional Accounting Services

  • Consultation related to improving processes and internal controls
  • Online bookkeeping services
  • Accounts payable and accounts receivable tracking
  • Monthly bank reconciliations
  • Preparation of funding source reports
  • Cost allocations
  • Cash flow analysis
  • Budget Analysis

Upcoming Events

Private: Nonprofit Financial Management Seminar

• 8:30am - 12:00pm • Milwaukee, WI