About Profitwise Accounting
Profitwise Accounting, a team of experienced small business accountants based in San Diego, has been providing quality and personalized tax and accounting guidance to local businesses since 2004. Drawing from their personal experience as previous small business owners, the Profitwise team, including knowledgeable bookkeepers, accountants, and business consultants, is committed to helping clients become more organized, efficient, and profitable. Clients praise Profitwise for their consistent, on-time, and accurate financial work, as well as their personalized service and partnership approach. The team's deep understanding of their clients' businesses and attention to detail have proven invaluable in navigating the financial aspects of their operations. Clients also highlight the team's professionalism, responsiveness, and friendly approachability, which foster strong and trusting relationships. Profitwise has been an essential partner for many businesses, providing them with financial advice, support, and guidance that have been instrumental in their organizations' growth and success. With their expertise and resources, the Profitwise team ensures their clients have accurate and timely financial records, allowing them to make informed decisions and achieve their goals.
Profitwise Accounting has handled both my personal and business tax returns for over a decade. Dave Heistein and his team are incredibly knowledgeable and always take the time to thoroughly explain tax matters and answer questions. It’s clear that Dave and his staff genuinely care about their clients, both personally and financially. Working with Profitwise Accounting has been a great experience, and I highly recommend them to anyone looking for a professional and trustworthy tax firm.
New state legislation created an increase in business and income. Handling things in-house was no longer the best option. Our company needed help navigating the filing requirements and maximizing deductions. After research and interviews, we chose Profitwise and have not been disappointed. The staff is knowledgeable, responsive and friendly. They reviewed the previous year as well (no judgment) and have helped the company maximize returns and ensure everything is accurate and being filed on time.
I have used Profitwise Accounting for a couple of years now and find that they are the best! Consistantly, all the financial work gets done on time and done correctly. They provide personal service where they are my 'partners' in finance matters who know what I do and how it should be done. You can't go wrong picking them.