Business Details
19 Years
experience
Award-Winning Accounting Services in Scottsdale
Holtz Accounting is an award-winning CPA firm with over 26 years of experience providing strategic accounting solutions to businesses in Arizona and beyond. Our expertise spans financial planning, compliance, and operational optimization, helping clients achieve sustainable growth through tailored accounting practices. We specialize in aligning financial strategies with business objectives, offering services ranging from bookkeeping to executive-level consulting. Our team combines deep industry knowledge with a personalized approach, ensuring clients receive actionable insights that drive profitability.With a proven track record in cost accounting, inventory management, and strategic advisory, we serve as trusted partners for businesses seeking to overcome challenges and reach new heights. Our commitment to excellence is reflected in our ISO 9001-certified processes and a client-centric philosophy that prioritizes transparency and long-term success.
Services
Accounting Services
Strategic Accounting
Bookkeeping Services
CPA Consulting
CPA Accounting
Details
- Year established: 2007
Highlights and features
- We offer 26+ years of strategic accounting expertise tailored to manufacturing and growth-focused businesses.
- Our team holds advanced certifications from Stanford, Duke, and the Disney Institute.
- We implement ISO 9001-certified processes for operational excellence and quality assurance.
- Our unique methodology combines financial analysis with business design for measurable results.
- We have successfully guided companies through $5M+ capital raises and international market expansions.
Associations and certifications
- ISO 9001
What people say
Excellent CPA
Impeccable work
Great with staff
Timely implementation
Profitable business outcomes
Services
Accounting Services
We provide comprehensive accounting solutions ensuring GAAP compliance and accurate financial reporting. Our services include customized financial statements, cash flow forecasting, and asset/liability management. With expertise in OCBOA and Modified GAAP frameworks, we help businesses maintain financial health and prepare for growth opportunities.
Strategic Accounting
Our strategic accounting focuses on aligning financial practices with business objectives. Using value chain analysis and cost accounting methodologies, we assess growth potential and optimize profitability. This service helps clients develop data-driven strategies for market expansion and operational efficiency.
Bookkeeping Services
We offer complete bookkeeping solutions including system setup, transaction entry, and tax preparation support. Our QuickBooks expertise ensures accurate record-keeping and streamlined financial processes. We help businesses maintain organized documentation for audits and tax compliance.
CPA Consulting
Our CPA consultants provide expert guidance on business strategy, inventory evaluation, and operational cost tracking. We assist with lender relations, investor presentations, and special projects like MRP system implementation. This service bridges financial expertise with practical business solutions.
CPA Accounting
We deliver specialized accounting services focused on strategic decision-making. Our approach combines 25 years of industry experience with customized solutions for financial planning, market segmentation, and profitability analysis to drive business success.
People
Sandy Holtz
Managing Partner
Award-winning CPA with 26+ years of experience in financial leadership and business strategy. Holds certifications from Stanford, Duke, and Disney Institute. Specializes in strategic accounting and operational turnaround for manufacturing companies.
Questions
What accounting services do you offer?
We provide full-service accounting including GAAP compliance, financial reporting, budgeting, and cash flow management tailored to business needs.
How does strategic accounting benefit my business?
Our strategic approach aligns financial practices with growth objectives through cost analysis, value chain optimization, and profitability assessments.
Do you work with specific industries?
We specialize in manufacturing, cost accounting, and operational optimization but serve diverse businesses seeking strategic financial guidance.
Can you help with business expansion?
Yes, we've successfully guided companies through capital raises, international market entry, and operational scaling with proven methodologies.
What sets you apart from other accounting firms?
Our unique combination of technical expertise, strategic business design, and ISO-certified processes delivers measurable, long-term results.
