Peter Holtz

Peter Holtz Email and 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 @ Profit First Professionals- It's your business. Shouldn't your profit come first?
Peter Holtz's Location
Lathrop, California, United States, United States
Peter Holtz's Contact Details

Peter Holtz personal email

n/a

Peter Holtz phone numbers

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

Peter Holtz's Current Company Details
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?

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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
Peter Holtz Work Experience Details
  • Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First?
    Profit First Professional
    Profit First Professionals- It'S Your Business. Shouldn'T Your Profit Come First? Aug 2019 - Present
    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 your accountant or bookkeeper you actually fattened your wallet? My firm does just that. Yes... we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business. We are certified in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and have access to profit specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now.http://ProfitFirstProfessionals.com
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  • Peter Holtz Cpa
    President
    Peter Holtz Cpa 2004 - Present
    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.
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  • Gkic Marketing And Advertising
    Independent Business Advisor
    Gkic Marketing And Advertising 2008 - Dec 2015
  • Sutter Health Central Valley Region
    Chairperson Finance Committee
    Sutter Health Central Valley Region Jan 2008 - Jan 2012
  • We Support Tracy Schools Committee
    Chairperson
    We Support Tracy Schools Committee 2006 - 2007
    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 rebuild the local high school was completed on time and under budget.
  • Horizon Snack Foods Inc
    General Manager
    Horizon Snack Foods Inc 2000 - 2004
    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.
  • Fisco Farm And Home Stores
    President
    Fisco Farm And Home Stores 1996 - 2001
    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.
  • Pioneer Chlor Alkalai
    Chief Financial Officer
    Pioneer Chlor Alkalai 1991 - 1996
    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.
  • Herrick Pacific And Psp Industries
    Chief Financial Officer
    Herrick Pacific And Psp Industries 1989 - 1991
  • Deloitte
    Audit Manager
    Deloitte 1983 - 1989
    Worldwide, Oo
    Audit Manager with expertise in emerging businesses, financial institutions, real estate, and manufacturing.
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Peter Holtz Skills

Certified Public Accountant Certified Independent Business Advisor Cpa Accounting Customer Service Quickbooks Bankruptcy Small Business Tax Preparation New Business Development Financial Planners Accounts Receivable Financial Analysis Budgets Sales Microsoft Office Leadership Team Building Inventory Management Marketing Business Development Office Management Bookkeeping Start Ups Forecasting Management Real Estate Finance Skip Tracing Strategic Planning Insurance Mergers And Acquisitions Banking Executive Management Portfolio Management Time Management Strategic Financial Planning Training Entrepreneurship Operations Management Retail Business Planning Invoicing Auditing Credit Risk Management Management Consulting Credit Cards Financial Services Strategy

Peter Holtz Education Details

  • California State University - East Bay
    California State University - East Bay
    Accounting
  • Csu Hayward
    Csu Hayward
    Accounting And Information Systems

Frequently Asked Questions about Peter Holtz

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 the current company?

Peter Holtz's current role is 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.

What is Peter Holtz's email address?

Peter Holtz's email address is pe****@****cpa.com

What is Peter Holtz's direct phone number?

Peter Holtz's direct phone number is +120994*****

What schools did Peter Holtz attend?

Peter Holtz attended California State University - East Bay, Csu Hayward.

What skills is Peter Holtz known for?

Peter Holtz has skills like Certified Public Accountant, Certified Independent Business Advisor, Cpa, Accounting, Customer Service, Quickbooks, Bankruptcy, Small Business, Tax Preparation, New Business Development, Financial Planners, Accounts Receivable.

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