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RitzHolman

January 24, 2012 at 1:00 PM
ProfitCents
Location: RitzHolman CPAs

 

What is a ProfitCents report?  It’s a powerful tool that allows RitzHolman to quickly and efficiently prepare financial analysis reports specific to our clients and their industry.  The analysis includes reports on key ratios, historical data, as well as comparisons to industry standards along with real time comparisons to other similar-size companies that have also submitted data through ProfitCents. 

 

One ProfitCents report can help your clients manage:

·         Liquidity – can you meet your obligations as they come due?

·         Gross Profit and Net Profit – are these trends favorable?

·         Sales – are they growing and are you satisfied with their levels?

·         Borrowing – is it costing you more than it should?

·         Assets – are they being used effectively?

·         Employees – are you hiring effectively?

 

A ProfitCents report is a value-added service that RitzHolman provides to our clients at no cost. 

 

With today’s rapidly changing economic landscape, having a timely, informative financial analysis is more important than ever.  Give me a us a call and let’s discuss how RitzHolman CPAs can help give your clients a competitive edge!

 

 


November 17, 2011 at 8:30 AM
Nonprofit Financial Management Update
Location: IndependenceFirst

This seminar will focus on topics of sales tax and nonprofits, independent contractor vs. employee and insurance options for business and fraud protection.  Please join Andy Holman and Katy Sommer, two partners of RitzHolman CPAs, their nonprofit team members and Joe Kasle of Robertson Ryan Insurance as they discuss these changes and other useful financial management information.

Thursday, November 17, 2011
8:30 a.m. – 9:00 a.m.
Registration & Networking

9:00 a.m. – 10:30 a.m.
Program

IndependenceFirst
540 South 1st Street
Milwaukee, WI
Complimentary parking is available in IndependenceFirst’s parking lot or in the lot north of Comedy Sportz.

This seminar is limited to 60 attendees.

RSVP to Sarah Paque at
sarah@ritzholman.com or call 414-390-1182 by Tuesday, November 15, 2011.


June 22, 2011 at 2:45 PM
Accounting Basics for Attorneys Seminar - Working with CPAs
Location: TBA

The following topics will be discussed in the Working with CPAs session:

  • Licensing and Regulations of CPAs
  • Code of Professional Conduct
  • Disclosure Requirements
  • Compilations/Reviews/Audits
  • Tax Planning and Compliance Services
  • Other Services

Speakers

  • Darci L. Middaugh, CPA, Partner
  • Matthew S. Rios, CPA, Partner

National Business Institute - Accounting Basics for Attorneys Seminar
Program Time: 2:45 p.m. - 3:15 p.m.


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  • Phone: (414) 271-1451
  • Fax: (414) 271-7464
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