Honoree, two years running
Accounting firms, 2025
Inside Public Accounting, 2025
Certified Public Accountant
Certified professional
Certified master
Compliance is the bare minimum, and most firms stop right there. While your current accountant is still closing last year's books, we are already three moves ahead: finding the deduction, restructuring the entity, and building the strategy most firms never think to mention.
We review more than 1,000 returns a year. The average business we look at is overpaying by about 40%. Money already legally theirs, sitting unclaimed.
Finding it doesn't just cover the tax work. It covers the bookkeeping, the reporting and the advisory too. For most clients, what we save is more than what we charge, which means the bookkeeping, the reporting and the advisory effectively pay for themselves. If you really think about it, your complete Financial Command Center could be yours for free.
“We have never looked at a return where we have not been able to save people money.”
Based on the returns we review. What any individual business saves depends on its own circumstances.
Build the business. Protect the profit. Convert it into lasting wealth.
Accounting that actually provides timely, actionable clarity. Reports you can act on this week, not next April.
Reduce your taxes. Keep more profit. Minimize short-term and long-term taxation, decided while the year is still live, not reported after it's gone.
Invest smartly in your business. Turn retained profit into a larger, more valuable business that compounds, year on year.
Structure what you have built into lasting personal wealth, so it outlasts the business itself.
We hunt for savings before you ever have to ask. If you are waiting for your CPA to bring you an idea, you are already losing money.
Peter ran companies as CFO and CEO for decades before he ever touched your tax return. He is not guessing. He has sat in your seat.
We use AI to move faster and catch more than any human alone could, without ever losing the judgment that keeps you out of trouble.
No jargon. No stalling. No disappearing after April 15th. Peter shows up and delivers, every time.
One Platinum Advisor covers Translation and Acceleration — the same advisor interprets the numbers and cuts the tax bill. There is no waiting in line, and no need to buy CFO services before tax reduction.
Build order runs bottom to top. Purchase order does not: the layers describe how deep the work goes, not a queue.
Build accurate financial infrastructure
Timely accounting, bookkeeping, cloud systems, payroll coordination, and document discipline that create reliable financial data and operational consistency.
“I need reliable numbers, organized systems, and confidence that the financial basics are being handled correctly.”
Traditional CPAs and bookkeepers stop at the Foundation.
Turn numbers into decisions
CFO and Platinum Advisor guidance that interprets financial statements, identifies opportunities, improves cash flow, and reveals where profit is being created or lost.
“Now I understand what my business is telling me.”
Use strategy to increase speed and profitability
Tax strategy, IRS representation, entity optimization, and growth-focused financial execution that keep more capital inside the business and redirect it toward expansion.
“My business is moving faster because less money is leaking out.”
Most owners come to us asking for this layer first.
Coordinate business, wealth, and legacy
Integrated business wealth planning, owner compensation strategy, succession coordination, investment collaboration, estate and legacy considerations, and family-office-style support for long-term stewardship.
“My business, wealth, and future are working together.”
Each layer rests on the one below it. Scroll to climb, or tap a layer.
Forty years, Big 4 training, CFO seats inside real operating companies. Peter built the firm he believed business owners deserved: one that calls first, plans early, and treats accounting as the way wealth actually gets built.
An AI-native client experience for requests, documents, meetings, learning and access to the right specialist, all in one guided place.
Every item is reviewed by your Platinum Advisor before it reaches you.
The community behind Peter Holtz CPA. A space for business owners to learn, connect, act and build command together.
Speak to a specialist and find out what needs attention, what can improve, and what the right financial system looks like next.
