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Peter Holtz Email & Phone Number

Virtual CFO | Master Tax Strategist | Professional Practices | Real Estate | Construction | Non Profits | Using KPIs to make data-driven decisions to achieve optimal performance and minimize taxes at Profit First Professionals- It's your business. Shouldn't your profit come first?
Location: Lathrop, California, United States 10 work roles 2 schools
1 work email found @peterholtzcpa.com 1 phone found area 209 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@peterholtzcpa.com
Direct phone (209) ***-****
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Role
Virtual CFO | Master Tax Strategist | Professional Practices | Real Estate | Construction | Non Profits | Using KPIs to make data-driven decisions to achieve optimal performance and minimize taxes
Location
Lathrop, California, United States

Who is Peter Holtz? Overview

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Peter Holtz is listed as Virtual CFO | Master Tax Strategist | Professional Practices | Real Estate | Construction | Non Profits | Using KPIs to make data-driven decisions to achieve optimal performance and minimize taxes at Profit First Professionals- It's your business. Shouldn't your profit come first?, based in Lathrop, California, United States. AeroLeads shows a work email signal at peterholtzcpa.com, phone signal with area code 209, and a matched LinkedIn profile for Peter Holtz.

Peter Holtz previously worked as Profit First Professional at Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First? and President at Peter Holtz Cpa. Peter Holtz holds Bs In Accounting And Information Systems, Accounting from California State University - East Bay.

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{first}@peterholtzcpa.com
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AeroLeads found 1 current-domain work email signal for Peter Holtz. Compare company email patterns before reaching out.

Profile bio

About Peter Holtz

With over 35 years of experience, we understand what is needed for your business to run successfully. We have a dedicated team and expert staff focusing on data driven decisions and KPI analysis for optimal results. With the big picture in mind and a strategic approach we don't just do the basics. We want you to continue to be excited & passionate about your business while we handle the financial aspect. This allows our clients to focus on vision, growth & profitability. We work together to create processes to meet goals, hold you accountable, and grow your business.When you work with us, we organize and streamline processes for efficiency which prepare you for growth, while also saving on taxes.WHAT WE DO:✓ Virtual CFO Services✓ Advanced KPI Dashboard✓ Create advanced tax strategies for wealth creation✓ Create Wealth✓ Pay Less Tax (Tax Planning)✓ Monthly accounting✓ Budgeting/Forecasting✓ Contract Reporting✓ Review Income & Expenses for Maximum Profitability✓ Review Current Tax Liabilities & Implement Changes Needed for Savings✓ Review Processes & Procedures for Maximum Efficiency✓Tax Preparation✓ Business Financing/Disaster ReliefWHO WE WORK WITH:✓Construction: Contractors and Trades✓Professional Practices✓Real Estate Professionals✓Local and National Business Owners

Listed skills include Certified Public Accountant, Certified Independent Business Advisor, Cpa, Accounting, and 46 others.

Current workplace

Peter Holtz's current company

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Profit First Professionals- It's your business. Shouldn't your profit come first?
Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?
Virtual CFO | Master Tax Strategist | Professional Practices | Real Estate | Construction | Non Profits | Using KPIs to make data-driven decisions to achieve optimal performance and minimize taxes
AeroLeads page
10 roles · 43 years

Peter Holtz work experience

A career timeline built from the work history available for this profile.

Profit First Professional

Current

It's your business. Your profit should come first.I serve entrepreneurs and small business owners to grow their businesses, profitably. Traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with.

Aug 2019 - Present

President

Current

Manteca, California, US

Providing solutions to business owners to improve profits, reduce taxes, and remove roadblocks by clearly uncovering the path to a more successful future. We specialize in small and emerging businesses and bring a unique integrated package of services that puts more money in your pocket.

2004 - Present ~22 yrs 4 mos

Independent Business Advisor

Gkic Marketing And Advertising
2008 - Dec 2015

Chairperson Finance Committee

Sutter Health Central Valley Region
Jan 2008 - Jan 2012

Chairperson

We Support Tracy Schools Committee

As a community leader I successfully lead two bond election campaigns to secure over $100 million in funding to rebuild dilapidated schools. The community of 85,000 had not passed a school bond in over 35 years in spite of numerous attempts. I subsequently became Chair of the oversight committee to review the spending of the money raised and the project to.

2006 - 2007 ~1 yr

General Manager

Horizon Snack Foods Inc

Divisional leadership of a food manufacturing company with $20 million in sales. Supervised sales team, designed new products for a changing market, launched new brands into new channels, and improved operating efficiencies. Implemented new fully integrated software.

2000 - 2004 ~4 yrs

President

Fisco Farm And Home Stores

Fisco was a nine store retail chain of farm stores located in California's Central Valley. Directed a $1.6 million dollar profit improvement in the first year. Negotiated the successful sale to a larger farm store chain. Sales were $40 million per year.

1996 - 2001 ~5 yrs

Chief Financial Officer

Pioneer Chlor Alkalai

Finance Officer of a $20 million Division of Pioneer - Managed accounting, information systems, and customer service functions. Implemented new computer systems and dramatically improved operating efficiencies and cash flow.

1991 - 1996 ~5 yrs

Chief Financial Officer

Herrick Pacific And Psp Industries
1989 - 1991 ~2 yrs

Audit Manager

Worldwide, OO

Audit Manager with expertise in emerging businesses, financial institutions, real estate, and manufacturing.

1983 - 1989 ~6 yrs
2 education records

Peter Holtz education

Bs In Accounting And Information Systems, Accounting

California State University - East Bay

Bs, Accounting And Information Systems

Csu Hayward
FAQ

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What company does Peter Holtz work for?

Peter Holtz works for Profit First Professionals- It's your business. Shouldn't your profit come first?.

What is Peter Holtz's role at Profit First Professionals- It's your business. Shouldn't your profit come first??

Peter Holtz is listed as Virtual CFO | Master Tax Strategist | Professional Practices | Real Estate | Construction | Non Profits | Using KPIs to make data-driven decisions to achieve optimal performance and minimize taxes at Profit First Professionals- It's your business. Shouldn't your profit come first?.

What is Peter Holtz's email address?

AeroLeads has found 1 work email signal at @peterholtzcpa.com for Peter Holtz at Profit First Professionals- It's your business. Shouldn't your profit come first?.

What is Peter Holtz's phone number?

AeroLeads has found 1 phone signal(s) with area code 209 for Peter Holtz at Profit First Professionals- It's your business. Shouldn't your profit come first?.

Where is Peter Holtz based?

Peter Holtz is based in Lathrop, California, United States while working with Profit First Professionals- It's your business. Shouldn't your profit come first?.

What companies has Peter Holtz worked for?

Peter Holtz has worked for Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?, Peter Holtz Cpa, Gkic Marketing And Advertising, Sutter Health Central Valley Region, and We Support Tracy Schools Committee.

How can I contact Peter Holtz?

You can use AeroLeads to view verified contact signals for Peter Holtz at Profit First Professionals- It's your business. Shouldn't your profit come first?, including work email, phone, and LinkedIn data when available.

What schools did Peter Holtz attend?

Peter Holtz holds Bs In Accounting And Information Systems, Accounting from California State University - East Bay.

What skills is Peter Holtz known for?

Peter Holtz is listed with skills including Certified Public Accountant, Certified Independent Business Advisor, Cpa, Accounting, Customer Service, Quickbooks, Bankruptcy, and Small Business.

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