Diana Luttman, CPA

Partner

diana@ritzholman.com414-390-1179

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)

View LinkedIn Profile

“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 Luttman, CPA • Partner