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Profitwise Accounting
4660 La Jolla Village Dr Ste 100, San Diego, CA 92122, United States
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Ni
Review №1

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 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!

Mi
Review №2

They have never responded to my application whether I have at least an interview or not. Businesses should give candidates at least that courtesy.

Lu
Review №3

Ive been working with profit wise for about a year now and it has been great! They knowledgable, very professional, friendly and great at communicating. Would highly recommend to anyone with accounting needs.

Gl
Review №4

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.

Ah
Review №5

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 areas of concern. After a great meeting I was ready to switch to Profitwise from my current CPA and bookkeeping firm. Unfortunately, I was in the middle of trying to open an offline store location. Needless to say, I felt overwhelmed by the prospect of switching companies. Over the next few months, we stayed in touch and although I wasn’t a client, my questions and inquiries were always met with a positive attitude and willingness to help.Fast forward a few months, I was ready to move-forward with Profitwise, the team was awesome and helped me transition every step of the way. They currently provide monthly bookkeeping services, tax, tax planning, as well as CFO guidance. Profitwise immediately educated me about some of the deficits in my current business model and have prompted me to make immediate adjustments. I really appreciate their hands-on approach and I really feel supported. The customer service is excellent and I have never had any challenges getting a response or an appointment! I’m looking forward to a long and profitable relationship!

Br
Review №6

Very knowledgeable and effective staff. Highly recommended.

Jo
Review №7

Seeta Heistein is an awesome person who added a lot value and help answer my questions ...she was clear on explaining so i could understand perfectly. i totally recommend Profitwise Accounting!!!

Ca
Review №8

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.

da
Review №9

If you need an accountant, hire Dave! pure and simple! he s kind, honest, trustworthy, fast, knowledgable and perhaps more than that, he is a friend.he is there for you when you need him and stays with you through all the twists and turns of business.trust me, hire him!

Sw
Review №10

I love profidwise accounting I really recommend it, they were all friendly and supportive

Ho
Review №11

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.

Information
9 Photos
11 Comments
4.7 Rating
  • Address:4660 La Jolla Village Dr Ste 100, San Diego, CA 92122, United States
  • Site:http://www.profitwiseaccounting.com/
  • Phone:+1 619-819-0252
Categories
  • Accountant
  • Bookkeeping service
  • Certified public accountant
  • Tax preparation service
Working hours
  • Monday:9am–5pm
  • Tuesday:9am–5pm
  • Wednesday:9am–5pm
  • Thursday:9am–5pm
  • Friday:9am–5pm
  • Saturday:Closed
  • Sunday:Closed
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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