Response Time
Are you tired of waiting days or even weeks for your accountant to get back to you? We at Profitwise pride ourselves on providing not only outstanding accounting services but outstanding customer service as well, which to us, includes getting back to our clients in a prompt and efficient manner (usually on the same day or within 24 hours). And unlike some accountants, we don’t wait until tax time to get in touch. At Profitwise, we consider it part of our job as accountants to provide assistance to our clients throughout the year.
Personalized Service
Looking for a San Diego accountant who really cares? At Profitwise, we never forget that it’s our clients who keep us in business. We strive to always be there for you, whether you have a quick question or are struggling to keep your businesses afloat during turbulent times. Our slogan is “Your long-term business advisor,” and as such, we are focused on becoming your trusted resource and strategic partner. Often, we can go beyond bookkeeping services; we can find and offer new ways to improve our clients’ businesses, such as bringing in outside professionals like bankers, insurance agents and attorneys to help where needed."
Cohesiveness
Do you feel that there is little communication between your current bookkeeper and your accountant? Do things often fall through the cracks? Since we can provide you with both bookkeeping services and accounting services, we give you that middle CFO layer that many small businesses are missing. Many accountants only provide assistance once a year – at tax time-and by then, it’s often too late to fix any problems. By providing ongoing assistance, we’re able to troubleshoot, to assure your business is always on track towards financial success.
Growth
Have you outgrown your current bookkeeper, or are you looking to establish a long-term relationship with a company that can assist you with your future business growth? We can assist you with all levels of bookkeeping, all the way up to providing you with a controllership/CFO and Tax Advise for your business.
Systemize
Are you tired of the revolving bookkeeper door that forces you to train a new bookkeeper every several months or every year? We use our propriety Accounting Map Process to systemize your accounting structure so that you can focus on your business. We give you the confidence that even as accountants come and go, your accounting process will be retained, and you won’t have to worry about training a bookkeeper ever again.
Technology
Do you need an accountant that is familiar with technology and can help your business take advantage of all it has to offer? It’s been our experience that most accountants aren’t well-versed in the vast amount of available software and Internet Technology that can be employed today to give your business an immediate productivity boost. At Profitwise, we think that taking advantage of new technology is one of the keys to success. We utilize the full online desktop version of Quickbooks, web portals for information sharing, and various other solutions for online scanning, document management, bill pay, and more.
Expertise and Advice
Not only are we experts in bookkeeping and accounting, we are also Advanced Certified QuickBooks Advisors and CPAs. In addition, we are previous small business owners, which means we are intimately aware of the issues that many of our small business clients face. We are local, San Diego accountants focused on using our collective expertise and years of experience to help our clients solve their accounting, tax and business management challenges.
