Sizable SMB Accounting RitzHolman CPAs operates with 51-200 employees and generates between $50M and $100M in revenue, signaling a sizeable mid-market book of business ripe for advisory, tax optimization, and outsourced accounting services.

Longstanding Local Presence Established since 1957 and positioned among southeast Wisconsin’s top accounting firms, there is an opportunity to deepen relationships with longstanding clients and cross-sell managed services, audit, and advisory offerings.

Full Service Suite Core service areas include audit, tax, accounting, and management advisory—presenting a cross-sell path to prospective clients requiring comprehensive financial operations support, internal controls, and strategic planning.

Diversity and Talent A diverse workforce with women comprising a majority of staff and a substantial share of partners presents a marketable angle for clients prioritizing inclusive governance, risk management, and varied perspectives in financial leadership.

Technology Enablement Adopted tech stack including QuickBooks, Microsoft 365, and collaboration tools signals readiness for digital transformation projects, cloud accounting, and process automation opportunities with mid-market firms.