Awards and recognition
As recognized by
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Top 500 Firms
Inside Public Accounting 2025
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Fastest-Growing Firms
Inside Public Accounting 2025
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Inc. 5000
2025
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Inc. Power Partner
2025
Outsourced accounting · Fractional CFO · Profit First
For 38 years we’ve helped owners turn messy books into a lever. Cleaner cash flow, smaller tax bills, and a clear picture across every business you own.
Explore our services[Home Page Video? Use HLS Stream]
As recognized by
Top 500 Firms
Inside Public Accounting 2025
Fastest-Growing Firms
Inside Public Accounting 2025
Inc. 5000
2025
Inc. Power Partner
2025
Built for business owners
Most CPAs are built for one business at a time. Yours isn’t one business. You’ve got an LLC for the operating company, another for the property, maybe a third you spun up last year.
For 38 years we’ve run the books, the tax strategy, and the CFO work for owners with portfolios just like that. Less time chasing receipts. More tax savings. One real picture of where every dollar in every entity actually lives.
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38
Years in practice
Helping owners since 1987
2,500+
Business clients served
Across all four offices
TODO
Offices in CA & MA
Manteca, Roseville, Rancho, Boston
TODO
Profit First Certified
One of fewer than 600 nationally
What we do
Handled by the same team. All year. No handoffs between vendors.
Accounting
Monthly close, AP/AR, and payroll oversight. Your back office, off your plate.
Advisory
Forecasting, KPIs, and the financial leadership to grow without guessing.
Advisory
Cash discipline that puts profit on autopilot, run by a Profit First Certified Professional.
Tax
Year-round strategy that lowers your tax bill before April, not after.
Tax
When the letter shows up, we step in. CPAs and EAs who handle the IRS for you.
Nonprofit
Form 990, board-ready financials, and grant compliance for mission-driven organizations.
Industries
Specialized knowledge and strategic guidance for the seven industries we work in every day.
Architects, agencies, attorneys, consultants.
Investors, contractors, developers, property managers.
Multi-location retail and product brands.
Fuel retail, c-stores, multi-unit operators.
Restaurants, food trucks, caterers, multi-unit groups.
Owner-operators, fleet operators, 3PLs, freight brokers.
Charities, foundations, faith-based, and member associations.
What Our Clients Say
Hear firsthand experiences from clients who trust us to support their success.
Peter Holtz is absolutely one of the best CPA around us. After several years looking for a good CPA I finally found one. Peter really cares about his client's and his business, whatever you ask a question or needs anything, he replies momentarily or no later than hours. They helped me get structured properly for my business entities and educated me on the differences of LLC, S-Corp or C-Corp and why one over the other would make more sense. I highly recommend Peter to anyone.
Sander Alves
Google review · Jan 2025
Finally an Organization that makes you feel that they are working for you to help you keep what you have worked so hard for. Strategizing rather than processing. I am excited to have found Peter Holtz!
Gwinnett Gymnastics Center
Google review · Jan 2026
Peter Holtz and team have been amazing a life saver for both our professional and personal taxes and financial planning. Thank you!
Patrick Fee
Google review · Jul 2025
Great experience with Peter Holtz CPA. Kyng helped me every step along the way and always picked up when I called with questions. Thanks for all your help.
Ben Sparks
Google review · Oct 2025
Great place to hand over work and have a good nights sleep.
Zoyla Cifuentes
Google review · Aug 2025
. State-licensed accountant authorized for tax, audit, and assurance work. 
. Trained in the Profit First cash management methodology. 
. Advanced-tier Profit First certification. 
. Trained in proactive tax-planning strategies for business owners. 
. Trained in the Fix This Next business diagnosis methodology. How we help
Save time, lower your tax bill, and focus on what actually matters: growing what you’ve built.
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See what's actually happening in every entity, every month. Cleaner books. Better dashboards. Real numbers behind every decision.
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Year-round tax strategy that pays the minimum the law allows. S-corp comp, entity structure, QBI. Handled before April, not after.
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Reinvest the savings into long-term wealth. A strategic partner who knows the whole portfolio, not just one return at a time.
Ready to talk?
Book a free consultation. We’ll review your books, your entities, and where you’re leaving tax savings on the table.
Book a free consultation