We are San Diego's premier small business, full-service, tax CPA & accounting specialists. We are up to date, familiar with ecommerce, smart and communicate technical information in a language you can understand. Dave Heistein & his team have handled our accounting for the last several years. Their work is solid, their judgment is always considered and they are a pleasure to work with.
We just gave them all of our tax work as well. Our company is growing rapidly and we count on Profit Wise to keep us on track. Best selling author and managing partner for Profitwise Accounting started his career in a large Fortune 100 Firm in New York. He later served as part of the founding team and CFO of several small businesses in the software and Internet Industries.
We just gave them all of our tax work as well. Our company is growing rapidly and we count on Profit Wise to keep us on track. Best selling author and managing partner for Profitwise Accounting started his career in a large Fortune 100 Firm in New York. He later served as part of the founding team and CFO of several small businesses in the software and Internet Industries.
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Dave has worked in various accounting and technology, consulting and management roles for Philip Morris, USWeb, Inspired Arts, and many others, and is now a San Diego based CPA. In 1999, he founded and ran a successful internet and business consulting company called IP Strategy. Dave holds a BA in Business Economics from the University of California at Santa Barbara with concentrations in Accounting and Computer Science.
Own a small to mid-size business in San Diego? Does your small business need bookkeeping or Quickbooks help? Never have enough time to figure out the payroll and accounting for your small business? Whatever your tax, payroll and accounting needs, Profitwise can help you get it all in order.
Let us get you and your bookkeeping on track and organized, help you increase your profitability, and free up your time so that you can focus on the parts of your business that you love.
Let us get you and your bookkeeping on track and organized, help you increase your profitability, and free up your time so that you can focus on the parts of your business that you love.
Key Mistakes Small Business Startups Make and Why Profitwise Accountants in San Diego Can Help. We work with a large assortment of small businesses and startups here in the San Diego, California area. Many companies that are just getting started, whether they are investor funded or bootstrapping it, might not recognize the various accounting needs that a startup has.
Since 2004, Profitwise, a team of San Diego based small business accountants, has been providing quality and personalized tax and accounting guidance to local businesses. We remain a team of experienced, knowledgeable bookkeepers, accountants, and business consultants. We draw from personal experience as previous small business owners to help our clients tackle the specific issues small businesses face.
The number 1 reason to choose PWA is our commitment to understanding your business. We firmly believe that this is a critical first step in helping you achieve your goals. At the beginning of every new client relationship we take the time to truly understand your business operations, your business vision, your exit strategy, and your personal financial goals.
Reviews (11)
Ayeni Oluwabunmi
Aug 11, 2021
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MY BEST TRADING EXPERIENCE EVER Must people are complaining about the pandemic disaster that they can not afford $5000 there is no job so I saw a review on investment tried it with $1,000 even though they are lower cost of investment. starting from the range of $500 but I got a multiplication of my funds to over $8,500 in a week time it's magical… because I never believe until I gave it a trial that is why I need to post an epistle of this online. If you are scared to invest a little bit of your money? Why you make excuses to someone else who is getting paid!!!!! invest in your future so
Mia Dreher
Nov 12, 2020
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Nicole Dore Burghardt
Jan 07, 2020
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My husband and I own a boutique advertising agency and have been clients of Profitwise for a little over two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team — they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which has been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers
Luis Barrera
Nov 16, 2019
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GlobalTrade GroupLLC
Sep 02, 2019
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I have had the pleasure to speak with Seeta and Dave at profitwise accounting and I can't tell you how exciting it is to know there is a full service accounting firm out which, also, delivers on the human aspect of the relationship. At Profitwise Accounting, you aren't just a number, you're part of a successful team moving forward.
Sweetie Productions
Sep 07, 2017
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Jose Tiscareno
Jun 14, 2017
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Carrie Williams
Aug 23, 2016
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Ahmad D.
Jul 10, 2016
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I found Profitwise Accounting on yelp. I was interested in meeting with them because they have experience preparing taxes and bookkeeping for E-commerce businesses and since I have an online business, I thought they might be a good fit. I called and set appointment, it was a fairly easy process. I met with Dave the CPA. He is a super easy guy to talk to, very honest and straightforward. He took his time and answered all of my questions thoroughly! I never felt rushed. Dave is very knowledgeable with tax code and was able to quickly extract important data from my previous returns and identify several
Danny Levin
Sep 10, 2012
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Stephanie Worts
Aug 31, 2012
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We hired Profitwise Accounting to handle our bookkeeping, taxes and payroll for our small business. Since I was a new business owner at the time Dave and his team did a great job of walking me through the process and educating me on what we needed to do as far a staying compliant with the various tax laws and the like. I found Dave very patient and non-intimating like some other accountants out there. If you are looking for someone to take aware your accounting and tax mess, I'd highly recommend Dave and his team at Profitwise Accounting.
