Customized Solutions Tailored For Your Business

Cloud Accounting and
Document Management

Backed by over 35 years of experience, we simplify technology for small businesses, offering efficient, cloud-based bookkeeping and accounting solutions.

Profit First
Business Consulting

Business consulting focused on management, using world-class budgeting strategies and profit maximization techniques to drive financial success.

IRS
Representation

We provide IRS audit support and negotiate offers and settlements on your behalf.

Non-Profit
Administration

Tailored CFO services and strategic management designed specifically for your non-profit organization.

CFO Services and
Complete Outsourcing

Expert financial leadership and advanced systems consulting, empowering larger businesses through seamless outsourcing and strategic support.

Innovative Tax
Reduction Strategies

Backed by over 35 years of experience, we simplify technology for small businesses, offering efficient, cloud-based bookkeeping and accounting solutions.

Everything your business needs

At Peter Holtz CPA, We Make Your Business Work for You

Running a business is tough—administrative overload and confusing tax laws can leave you feeling lost. But with 35 years of experience, we’ve got a clear path to profitability and tax savings. You deserve accounting that helps you save time, make more money, and reduce taxes. Let us help you take back control and focus on what really matters—growing your business.

275+

Thriving Businesses

$20,000

Taxes saved on average

12 Hours

Saved per week on average

Your Success, Our Priority

Results You Can Measure
Our clients consistently see increased profits and reduced tax burdens.

Customized Strategies
Your business is unique, so your financial plan should be, too.

End-to-End Support
From strategy to implementation, we’re with you every step of the way.

Freedom to Focus
Hand off the numbers and focus on the big picture—your growth, your vision, your success.

Take back control of your business

Our tailored solutions help you save time, boost profits, and focus on what matters most—growing your business.

Gain
CLARITY

Keep your CASH

Grow CAPITAL

Understand your business finances better with detailed reports on your sales, customers and expenses.

Reduce taxes year round and pay the minimum allowed by law. Free up cash to help you grow your business.

Use assets to make the business work for you, building long-term wealth and financial freedom.

Schedule a Free
Tax Savings Analysis

01

Your First Step to Success

Get only what you need from our services.

See a comprehensive view of your business.

Attend a
Listening Session

Set up a
Customized Plan

And live the life you deserve.

02

03

You were born to lead this business.
We were made to understand finances and taxes.

That's why your success is our success.

Reach out to explore how we can help you achieve your goals. We're here to answer your questions and support your journey.

Let’s Work Together

CONTACT US

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