Peter Holtz CPA

Accountant · 160 North Grant Avenue, Manteca, California

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"stp","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/stp","tagID":"xero:advisor-directory/cards/specialist/tax/stp","title":"Single Touch Payroll","description":"Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.","tagImage":"/content/dam/xero/images/advisors/single-touch-payroll-ad-2021.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"platinum-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/platinum-champion","tagID":"xero:advisor-directory/cards/partner-status/platinum-champion","title":"Platinum champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-platinum.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2013","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2013","tagID":"xero:advisor-directory/cards/partner-since/2013","title":"Partner since 2013","description":"The advisor has been a Xero partner since 2013","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"c7d91fc5-3a56-46c4-af86-7762ecc455be"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

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.

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)
BMO Harris Bank
Bank of America (US)
Bank of Stockton
Barclaycard (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
Discover Card (US)
El Dorado Savings Bank (US)
First Citizens Bank (SC\, GA) - Bank
Five Star Bank (CA)
PayPal
TD Bank
US Bank (US)
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

{"cache":{"resources":{"industry-tag-specialist-content/industry-tag-specialist-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"tags","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industry Specialist","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"trade-construction","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/trade-construction","tagID":"xero:advisor-directory/cards/specialist/industry/trade-construction","title":"Trade & construction","description":"Has training and expertise in advising on apps for trade and construction businesses.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-trade.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/professional-services","tagID":"xero:advisor-directory/cards/specialist/industry/professional-services","title":"Professional services","description":"Has training and expertise in advising on apps for professional services firms.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-professional-services.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"retail","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/retail","tagID":"xero:advisor-directory/cards/specialist/industry/retail","title":"Retail & ecommerce","description":"Has training and expertise in advising on apps for retail and ecommerce businesses.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-retail.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-specialist-content","wcmmode":"disabled","queryParameters":"{}"}

Industries Served

Accommodation and hospitality
Arts and recreation
Construction and trades
E-commerce
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
Wholesale

Peter Holtz CPA : App experience

Peter Holtz CPA serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

Find us

Peter Holtz CPA has offices in 5 locations

Manteca: 160 North Grant Avenue, Manteca, 95336, California; +1 (209) 941-0189

Sacramento: 4690 Duckhorn Drive, Sacramento, 95834, California; +1 2099410189

Rancho Cucamonga: 9045 Haven Avenue, Ste 100, Rancho Cucamonga, 91730, California; +1 2099410189

Boston: 55 Court Street, Boston, 02108, Massachusetts; +1 2099410189

Plano: 5700 Tennyson Parkway, Plano, 75024, Texas; +1 2099410189

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.

Peter Holtz CPA

Single Touch Payroll

Xero Migration

Platinum champion partner

Partner since 2013

Xero advisor certified