Peter Holtz CPA

Accountant · 210 Towne Centre Drive, Lathrop, California

  • Single Touch Payroll


    Single Touch Payroll
  • Xero Migration


    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2013


    Partner since 2013
  • Xero payroll certified


    Xero payroll certified
  • Xero advisor certified


    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: 25 - Xero certifications: 31

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

Monica Butch

Director of Systems & Client Success

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

  • American Express (US)
  • Bank Of the West
  • Bank of America (US)
  • Bank of Stockton
  • Barclaycard (US)
  • Capital One (US)
  • Chase Bank (US)
  • Citibank (US)
  • Discover Card
  • Home Depot Commercial Revolving Charge Card
  • Navy Federal Credit Union
  • PNC Bank (US)
  • PayPal
  • Stripe
  • US Bank
  • Wells Fargo (US)

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.

Industry Specialist

  • Trade & construction


    Trade & construction
  • Retail & ecommerce


    Retail & ecommerce
  • Professional services


    Professional services

Industries Served

  • Accommodation and hospitality
  • Administration and support services
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Finance and insurance
  • Healthcare and social services
  • Marketing, advertising and consulting
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage

Peter Holtz CPA : App experience

Peter Holtz CPA serves clients who use 5 different apps that connect and integrate with Xero.

Connected apps

Find us

Peter Holtz CPA has an office in 1 location


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.

  • 4 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.