Gina is a delight to work with. Helped me to get organized in my small business which helped get…read moretaxes done. Tax time is always an anxious process for me and it was way more simple after her help. I recommend her to anyone needing accounting services.

Did a quick overview together about Quickbooks, categories, what I was doing right and/or wrong!…read moreGot some good ideas as to what I can change in the future to help save money on taxes, thank you!

Thank you Veronica. Even though I have not filed my taxes with Turner Accountancy yet, I approached…read morethem because my tax situation had changed since I last filed and Veronica has been of great help! She offered me support with several questions I had regarding filing my quarterly taxes as self-employed by a foreign company. She was very knowledgeable and was willing to walk me through it even though it was a preliminary phone consultation. I understand businesses are there to make money but it is wonderful when you come across a professional, efficient organization that would still give you a piece of advice just because they want to empower their future customers. Thank you for your help with this, see you next tax season! Cheers!

I am someone who has always done my own taxes on TurboTax, etc. After getting married, we decided…read morewe needed a CPA and I am now regretting this decision. Things stated off well, Veronica had an introductory phone call with us that went well and she offered some good suggestions. However after that the communication totally broke down and she pretty much ghosted us when we had questions about our tax return. As someone using a CPA for the first time, I found myself wondering why am I paying when I feel like I am trying to figure this out alone (basically felt abandoned). We asked some basic questions back in March, she responded once, and that was it. She then emailed my husband that she's been on a trip to Japan. Going out of country right during tax season as a CPA is a choice and that's fine, just COMMUNICATE WITH US. Anyways on Sunday, 3 days before taxes were due, we still had no reply so we just relented and submitted what she had prepared. Anyways, just disappointed. Not going to her next year. Evidence below.

After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!

I would not recommend Cheramie as an accountant. I did not have confidence in her work and it was…read morevery difficult to get clear explanations from her on how the accounts were handled. I felt she did the absolute bare minimum and charged more than what was appropriate for the level of work. When I asked her to close out the final quarter, she left items open and became more difficult to work with.

WARNING: Cheramie Rattfield is unethical and unreasonable. I am ending my services with her and…read moretransferring to another book keeper and she refuses to send me access to my Quickbooks which I have been paying for and I own. She has denied me access to my own business accounting. This is an intent to cause harm and damage to my business. I asked for final invoices for my company so we can be complete. She did for my current business and I paid those in full. We are complete. However, she also sent me two invoices from a business I sold over 6 years ago and said I had to pay these before releasing Quickbooks to my current business. First of all, statue of limitations in CA says you can not ask for invoices to be paid after 4 years. Second, she is an accountant and clearly is not good at her job if she wasn't able to reconcile a business from 6 years ago that has been closed out. When I asked for reports for this past business, she refused to send and said, "its tax season, you know I am busy, and that takes time." No it doesn't, its a click of a button. I also asked for reports for my current business and when she sent the wrong report, she refused to send the correct one. I believe I was overcharged and wanted to see my payments to her invoices. Still no response. I know I was overcharged. I got my attorney involved, however Ms. Rattfield has declined to communicate.

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover 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 had 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 any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

Heidi is an amazing worker I don't know how I would get my taxes done without her help every year!read more

Heidi is very knowledgeable, she's been working on my books for a couple of years now. She…read morereconciles the accounts and helps me have my reports up to date, now it's so much easier to prepare for tax time. Thank you Heidi you're a pro!

This service is great. She has been doing my taxes for years! She is very knowledgeable.read more

Anna handled our taxes very professionally and efficiently. She is an excellent communicator and…read moremade sure we were 100% satisfied. I highly recommend her services to anyone!

Had a consultation with Magali and was very impressed with her professionalism and dedication to…read moreher work! She was referred to us by a trusted colleague and we were very glad to find her. It was apparent that she had a lot of experience with large reputable firms and is truly passionate about her work. We discussed several specifics and she was very knowledgeable. Highly recommend!

A very efficient help with my tax return. Not sure how we could have done any better. Thank you.read more