Monica Butch
Director of Systems & Client Success
Specialist
Specialist
Partner status
Experience
Certification
We are what a CPA firm should be…. Proactive, accomplished, business advisors with a rock-solid grip of the numbers and seasoned business acumen that is second to none.
Year round creative tax reduction professionals always searching for the best legal methods to minimize your taxes. Our unique blend of services facilitate sales growth and financial controls to allow business owners to become the proud owner of a thriving business guaranteed to provide the financial security you desire.
Peter Holtz CPA advisors: 25 - Xero certifications: 51
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Director of Systems & Client Success
Clients of Peter Holtz CPA connect to a range of banks via Xero. Peter Holtz CPA specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
Peter Holtz CPA works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Specialist
Specialist
Specialist
Peter Holtz CPA serves clients who use 4 different apps that connect and integrate with Xero.
Peter Holtz CPA has an office in 1 location
210 Towne Centre Drive, Lathrop, 95330, California
Xero is beautiful online accounting software for smaller businesses. Peter Holtz CPA can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.