(209) 941-0189

Our Services


Clarity Of Your Business Financials Without The Accounting Headache

If you are a struggling small business owner you are probably frustrated by your cash flow and financial system. There could be two possible sources of your headache:

  • you’re doing your own accounting (most likely after hours), you’re not sure if you’re doing it correctly, and you never get it all done before going to bed
  • you have an accountant but that person is either giving you outdated information or no advice on how to capitalize your financial information to achieve your goals

In working with hundreds of entrepreneurs all over California to simplify their financials and help them grow, we’ve realized that most businesses are in the dark about where the business truly stands financially.

You Deserve More Support.

Business and Accounting Services


Customized Solutions Tailored For Your Business.

  • Cloud Accounting and

    Document Management

    With over 35 years of experience, we are technology experts who speak in plain language and have a desire to see small business owners succeed.

    Our customized solution is the most efficient bookkeeping and accounting process on the planet.

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  • Innovative Tax

    Reduction Strategies

    Advanced year-round tax strategies, full tax preparation and compliance. Including, integrated tax planning - help business owners plan for taxes year round with financial statements

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  • Profit First

    Business Consulting

    Management and consulting with the World's leading budgeting and profit maximization techniques.

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  • IRS Representation

    We offer IRS Audit representation and will negotiate offers and comprises on your behalf.

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  • CFO Services and

    Complete Outsourcing

    Outsources and advanced financial and systems consulting for larger businesses.

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  • Non-Profit Administration

    Customized CFO services and management for your Non-Profit Organization.

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Peter Holtz CPA

(209) 941-0189
210 Towne Centre Drive, Lathrop, CA 95330

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