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!

Amazing! So efficient and the report I got back was detailed and so put together better than I…read moreexpected. The lady that worked on my books was very nice and patient. They completed a whole year in 2 weeks. I would fully recommend

I am truly grateful for the incredible experience with Merritt Bookkeeping. The onboarding process…read morewas genius and user-friendly; the directions were clear and concise, making it almost impossible to mess up. Whenever I had a question, it was promptly answered, and I was back on track in no time. My books were a mess as I have been so busy getting my restaurant off the ground, I had no time to work on them. They went back to the start and got my books in order. The cost is totally reasonable, and they were flexible in allowing installments for the additional expense of having to backtrack, which was crucial for me during our slow season. Bookkeeping is foreign to me; I know how to run a kitchen and keep food costs in check. Those numbers make sense to me, but reading numbers from a business perspective is something I still have a lot to learn about. As a business owner, knowing your numbers is crucial to continued success, the breakdowns and reports that Merritt Bookkeeping provides has helped me make sense of things quickly. I am genuinely grateful for Merritt Bookkeeping. They have relived a lot of stress for me.

Called and Tuttle was able to give free advice about a simple but stressful situation over the…read morephone. He made this tax season a little better. Thanks for being a nice guy!

I've referred many clients to this firm and Josh handles my taxes. His trust and professionalism…read moreis second to none! He goes above and beyond to explain all the benefits of doing business with him. A few weeks ago, he helped explain the PPP debacle as I was trying to remember the requirements for submitting my proof for forgiveness. I was also able to maximize my deductions thanks to Josh, when others told me I couldn't.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Steven and his team are incredibly helpful. From our initial phone call to determine if it was a…read moregood fit to our first appointment together, they were very on top of everything. We felt extremely confident utilizing San Diego Business Advisors as a resource for our taxes. Highly recommended that if you are in need of a tax service to use San Diego Business Advisors. We had a bad experience with other companies in 2022 but this year we feel better than ever with SDBA!

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!!

Gary & company have been handling my taxes for over 40 years. I was lucky to find Gary about the…read moretime he was getting established, and I haven't looked for anyone else in 40+ years. Gary is extremely knowledgable, efficent, and knows the laws. I Highly recommend Hochman Torres.

I have used this firm for the last several years to prepare my tax returns. I have found them to be…read morevery knowledgeable and up-do-date on tax laws. They have been very quick to respond to my questions. I have received my tax returns in an expeditious manner and with very good instructions on what I need to do. I have had only positive interactions with this firm. Diana S.

I am a small business owner, I have little financial background with this type of stuff, I just run…read morethe business and know whether or not I'm in the green or not. Josh at CFO Next Door helped me walk away with more clarity and confidence with my business, he offered a structured and understandable approach that helped me understand the intimidating parts of finance. Josh went over a Pulse Check, he showed me key health metrics for my specific business and showed me where I was strong and where I was vulnerable. He also went over a Pricing and Ops Analysis. I always wondered where my pricing stands amongst other businesses and what would it look like if I adjusted prices on services at my business. He provided just that and gave me the file to play around with the numbers. Extremely helpful in my case. He also didn't just stop at analyzing my past spending, ye helped me build a realistic, actionable budget for the upcoming months and provided a financial roadmap if I play around with my pricing. All of this was explained in plain English, no complex financial jargon, he is both incredibly professional and genuinely personable. I could tell he cares for my business' success. I don't have a bookkeeper yet, but when things get busier at my business, I know where to look.