The Financial Performance Center
2321 W. Washington St. Suite D
Stockton, CA 95203
Office: (209) 941-0189
Fax: (209) 941-2066
info@financialperformancecenter.com
Our Staff
What makes our staff different are their wide variety of backgrounds in various businesses. This allows us to understand your unique business and your unique needs. This wide range of business experience provides for more tailor-cut accounting services and a perfect match between your business and ours.
Peter Holtz
President
pholtz@financialperformancecenter.com
(209) 751-4380
For more information about
Peter, please see "About the Founder"
Denise Soria
Senior Executive/Payroll Specialist
dsoria@financialperformancecenter.com
(209) 751-4385
With a degree in computer
business administration, Denise has been working for The Financial Performance Center for five years. She is well versed in payroll and working with the
EDD, as well as State and Federal payroll liabilities (940s, 941s, DE 6's and 7's, etc.) Prior to working at the Financial Performance Center, she worked
with Peter at Horizon Snack Foods in Livermore as a production coordinator and customer service representitive. Denise is a proud parent of a two-year-old
son.
Janette Crouson
Senior Taxation/Marketing Specialist
jcrouson@financialperformancecenter.com
(209) 751-4389
Janette has sixteen years of
strong accounting and financial experience. She has a long history of bookkeeping under her belt, and is well versed in taxes and tax forms. She lives with
her husband and their five year-old son. Her stepson (21) is a Marine and is in Afghanistan, while her step-daughter (19) works as our front desk
assistant.
Lisa Meza
Senior Accounting Specialist
lmeza@financialperformancecenter.com
(209) 751-4382
With a degree in Accounting, Lisa
has been working in the field for over ten years. She has worked at The Financial Performance Center for the last five; prior to that she was employed by
AgCredit Financial. She got married in April of 2008 and has a six month old son.
Meredith Killinger
Senior Accounting Specialist
mkillinger@financialperformancecenter.com
(209) 751-4376
Meredith has been
working with Peter for over three years. She did bookkeeping and accounts receivable for two different fitness businesses before coming to work at the
Financial Performance Center.
Sheri Helmuth
Senior Accounting Specialist
shelmuth@financialperformancecenter.com
(209) 751-4387
Sheri graduated from
University of the Pacific in 1989 with a B.S. in Information Systems. She Has been working in the field of accounting for over twenty years, and at the
Financial Performance Center for three years. She lives with her husband, three children, three cats, and a dog.