Peter Holtz CPA

Accountant · 210 Towne Centre Drive, Lathrop, California

  • Platinum champion partner

    Partner status

    Platinum champion partner 
  • Partner since 2013

    Experience

    Partner since 2013 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

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.

Meet the team

Peter Holtz CPA advisors: 12 - Xero certifications: 20

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Monica Butch

Director of Systems Integrations & Training

Profile image for Monica Butch
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 2 years Xerocon attendance

Peter Holtz CPA: Bank experience

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.

Bank connections 


  • Capital One
  • PayPal
  • Silicon Valley Bank
  • Wells Fargo

Peter Holtz CPA: Industry experience

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.

Industries Served 


  • Repairs and personal services
  • Construction and trades
  • Transportation and storage
  • Finance and insurance
  • Accommodation and hospitality
  • Real estate and hiring services
  • Professional services
  • Public administration
  • Marketing, advertising and consulting
  • Wholesale
  • Healthcare and social services
  • Not-for-profit
  • Retail

Peter Holtz CPA : App experience

Peter Holtz CPA serves clients who use 12 different apps that connect and integrate with Xero.


Find us

Peter Holtz CPA has an office in 1 location

Lathrop

210 Towne Centre Drive, Lathrop, 95330, California

+1 (209) 941-0189

New to Xero? Peter Holtz CPA can help

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.

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2013
Please note, Xero doesn't guarantee the service of any one advisor

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.