I have an IT consulting business with about 35 employees. I've gone through what I think is the normal 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! read more

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 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! read more

I worked with profitwise for about a year, and decided to find a more responsive and personal approach with a private bookkeeper. The people at profitwise were very nice, and I had found them here on yelp via the very few but very high review scores. They helped me establish my corporation, and that went fine. But we seem to have some communication difficulties, and long story short - I didn't get my 2014 P&Ls complete until the end of the year, 7 months after I'd hired them. I did have a few accounts to track, and we had to go back and forth a lot clarifying things but I never dreamed it would be so long. In many ways, I felt more out of touch from my accounts than before I'd hired them. Now I'm working with a new bookkeeper, who seems way more tuned into my Internet business with different revenue streams and the need for staying in close touch with my books. We are establishing different categories for different revenue streams, and that makes it much easier for me to track my business. I don't enjoy writing lukewarm reviews. Since I signed up with profitwise based on most entirely on the stellar yelp reviews, I felt that it was only fair to touch back in and let you know that they might not be the best fit for you if you need a lot of personal attention, or if your business is a fast-paced Internet services type of business like mine with different revenue streams that should be tracked separately, or if you want someone to really proactively update you. Because, honestly, I wish this review would've been there before I signed up with Profitwise. They are very nice people but they were not a fit, and I learned a big expensive lesson. read more

I'm the owner of an e-commerce company and Dave and his team have been a dream to work with! Originally I was worried that having multiple people on the team to handle my taxes might result in getting the runaround or just not having a point person to go to with questions. However, my experience was the entire opposite of my concerns! Everyone on the team is super responsive, including Dave himself! I cannot stress how much of a difference Dave and his team has made in my life and finally being able to find an accounting firm I can trust has really put me at ease. Dave and his team are extremely professional, knowledgeable, and yes I catch them emailing me on my stuff during off hours and weekends too so they're definitely working around the clock to ensure whatever needs to get done, is done. Most of the time even sooner than I expected. Plus Dave is just a well of knowledge and information but most importantly he breaks it down so well in layman's terms that you actually understand. I feel so much better about my taxes now and look forward to working with Dave and the Profitwise team for a very long time :) read more

I don't usually review companies, but Profitwise has really done an exceptional job handling me & my taxes. I run a virtual business & they are extremely familiar with all the hurdles I've had to clear. They've held my hand, given me instructions, returned phone calls and emails extremely fast. When I had an issue with a report read (I'm not an accountant or anything close), they created a specialized report so that I could see and understand my numbers better. Really top notch.. above and beyond. Give them a chance! read more

I've been working with Dave and his knowledgable team for just about a year. Dave is extremely thorough, knowledgable and organized. He helped us clean up some tax issues from 2012 - 2013 and we know with complete confidence that our 2014 taxes are rock solid. One of my absolute favorite parts of working with Profitwise Accounting is having the opportunity to work with Dana Moore, our Senior Accountant. She is phenomenal, extremely responsive and very well organized! Working with her is an absolute pleasure and it makes dealing with tax forms and reconciliation a delight. I highly recommend this team! read more

I contacted Profitwise based on some reasonably strong endorsements. I was contacted promptly and and interview was scheduled without fuss. I was then pounded by an over-enthusiastic email and physical marketing blitz in the time before my meeting. I don't mind taking time out of my day to meet a new service provider but I get really irritated when no one even bothers to follow up, provide a quote, or even thank me for my time to meet. UPDATE - I originally ranked this company at only 1 star due my initial experience. I have since discovered that a large part of my issue with them was an administrative oversight that has now been addressed. Not the agency for my business but may be fine for others. read more

I was not happy with my accountant of many years and I gave Profitwise Accounting a try and they are amazing. No nonsense accounting firm and quite affordable. I would definitely recommend them to anyone that needs their taxes done or monthly accounting of a business. read more

After having a bad experience with our previous CPA firm located in Northern CA, I decided to give a local firm a try. After meeting with the owner Dave, I was very impressed by his knowledge and friendly manner. Dave and his team did a whole year of bookkeeping for our 2 businesses as well as prepared our 2010 personal and business tax returns. They were also able to recommend a couple of tax strategies that will save us at least $10k over the next 2 years. Ca-ching! I highly recommend Dave and his firm to anyone looking for solid accountant. read more

I recently started working with Dave on my Corp and personal accounting. He makes time when necessary to meet with me and seems to really care about my success. He approaches our meetings with a mindset geared toward improving my business overall. He suggests ways to improve systems and other methods, that will enhance my business. He is knowledgeable and easy to communicate with. I recommend him for sure. read more

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. read more

After trying 3 other bookkeepers (each of whom made major mistakes), and two CPA firms (who charged way too much for too little service), I am happy to have found Dave and Dana at ProfitWise Accounting. They have been handling data entry, account reconciliation, and tax returns for my businesses for a couple of years now, and I couldn't be happier with their service. Prompt, professional, correct, and complete -- everything I want from the people taking care of my books. And as a bonus, Dave showed me how to set things up to automate a lot of what I had been doing manually - saving me time and paperwork. Yay - I give them an extra star just for that! If you think that good accountants (or bookkeepers) are few and far between, you might be right -- but these guys have it together - I highly recommend them. read more

Dave and his team have been great to work with over the past 3 years. Everyone is very responsive, knowledgeable, and forward thinking.

Dave Heistein has been preparing my tax returns for several years. He is not only the best CPA I have ever used he is the kindest and nicest. I highly recommend Dave to anyone who wants to be sure their books are in perfect order and their returns are filed accurately! read more

This is my second year choosing Dave Heistein with Profitwise for filing my taxes. He responds to my inquiries and handles my paperwork quickly and accurately, with friendly, professional customer service and a smile on his face. I am always pleasantly surprised with the amount that I get back on my return. I would recommend Profitwise Accounting to anyone that values customer service and getting the most out of their return. read more

I am the owner of Ralphs Mobile Detailing. I met Dave and his team back in 2005 when I was looking for a company to help me with my bookkeeping. This was the best call I made. Dave is a very personable and knowledgeable accountant and helped me thru my needs. He is attentive, professional and is sincere, an all-around good guy! He has always made himself available to help me discuss any possible business moves and ideas I have had over the years. I have been very pleased with the bookkeeping staff as well as customer service who so kindly calls to give me the gentle nudge I need to get any necessary info to them for my taxes and bookkeeping. At the end of the day, no business owner wants to deal with Uncle Sam and all the headaches that comes along with taxes and QuickBooks. Unfortunately, it's a necessary evil and I'm grateful to have Dave and his team for looking after me. Let's just say I dropped my box of receipts and business items off 11-years ago and never looked back. HA HA I say, let them do what they do best, the taxes and bookkeeping, so I can focus on what I do best. Amen! #imgrateful #betteryouthanme read more

We are a growing internet marketing company in La Jolla and I met Dave through a local business networking group. He came off as a honest guy that knew his stuff and he was very easy to talk to. At the time, we were doing all of our books internally and were getting pretty frustrated dealing with our unprofessional accountanting firm that was basically ripping us off for what they were doing and charging us. We decided to switch thngs over to him and are very satisfied. He has been professional and timely when we have needed things like financial statements on short notice and rushed to complete our taxes even when we got our books to him late. He also does remote bookeeping which he did for us teaching quickbook tasks on our screen before we switched all of our day to day bookeeping to him and his team. Highly recommended. read more

We have worked with Dave and his team for three years now, and I have nothing but benefited financially and educationally from this relationship. We became an S Corp in the time we have been working with Profitwise, and Dave was more than patient in helping us understand our business through a tax lense. I wouldn't go anywhere else for my tax purposes. Dave and his team seem to be in lock-step with each other, such that I can call anyone on the team and he/she can get me whatever I need in a timely manner without hassle or a lot of explanation. This makes life easier, and all the time and hassle saved helps us make a difference in our own business. Thank you, Profitwise for keeping our business on track and profitable! read more

We worked with Dave & Gina for the last year and they were great! Our books were a mess with three accounts intermingled but they took the time to work with us and sort through it. Communication was great and they were all very friendly. read more

The folks at Profitwise Accounting are knowledgeable, responsive, and help you achieve your business objectives. They know how to anticipate issues and solve them in advance. They always give sound, reasoned advice on tax and bookkeeping issues. I would recommend them to anyone. Update 12/2015: We have worked with Profitwise Accounting for over 2 years now. They are absolutely top notch. Professional, responsive, on target, reasonably priced. I highly, highly recommend them. read more

If you're a small business owner, or just someone who just takes pride in their finances, I highly recommend going to http://www.profitwiseaccounting.com. Their staff are all experts when it comes to accounting, bookkeeping, taxes, and Quick books, and are friendly and easy to get along with. read more

Amazing company! They are super reliable, trustworthy and they have done an excellent job handling my taxes. I used to have a offshore company doing my P&Ls and they were a mess until I called Profitwise Accounting, they fixed all my accounts very fast. The communication the team has with you is amazing, they answer calls 99.9% of all times, and for any reason they cannot answer the phone, they will return your call within the next hour or less. read more

I was referred to Dave at Profitwise by a business contact who had used his services in the past. At first I just needed tax help, but then that expanded to having Dave do all my business bookkeeping, and then to handling my payroll. Basically Dave is taking care of all the drudge work that I hate to deal with in my small business! It's a great relief to have that stuff out of my hair and in good hands. read more

I just attended the QuickBooks for Small Business Success Class that Profitwise Accounting offers and found it very rewarding. The speaker, Dave Heistein, was very resourceful, knowledgeable, and clear with the topics he discussed. If you are new to quickbooks this is a great and inexpensive way to get a general overview of how the program works or to get any specific questions you may have answered. What I also found interesting was the questions / comments from the other small business owners who attended. I will most likely be taking the intermediate / advanced quickbooks training class that Profitwise is offering as well. read more