Learn More

Our Team

 

Dave Caricature

Dave Heistein, CPA Managing Partner

Dave Heistein is a Certified Public Accountant in the state of California. He is a San Diego CPA, as well as an advanced QuickBooks Pro-Advisor and Instructor. He has over 18 years of experience in finance, tax, and operational management.

Dave has worked in various accounting and technology, consulting and management roles for Philip Morris, USWeb, Inspired Arts, and many others, and is now a San Diego based CPA. In 1999, he founded and ran a successful internet and business consulting company called IP Strategy.

Dave holds a BA in Business Economics from the University of California at Santa Barbara with concentrations in Accounting and Computer Science.

Clare Vazin, CPA

Clare Vazin is an experienced CPA with 11 years in tax preparation/planning and over 15 years in the accounting industry. She holds a Master’s degree in Taxation as well as a Bachelor’s degree in Accounting. Clare has specialized experience in real estate taxation as well as small businesses. She enjoys working with small business owners and has experience working with all entity types. Clare also has a strong bookkeeping background and has experience providing Quickbooks bookkeeping, training and consulting services.

James Farris, CPA

James is a Certified Public Accountant in the state of California. He has a Bachelor of Science in Accounting from SDSU.

James was born and raised in San Diego. He started out of college in a small business setting working with individuals and local businesses and then worked in a corporate setting after the company was acquired. James got some great experience but realized that small business is where his passion is and found a perfect match in Profitwise Accounting.

Dana Caricature

Dana Kandler Accounting Manager

Dana is one of our accounting, bookkeeping and QuickBooks rock stars. She brings a passion for excellence in customer service and a razor like focus on accuracy and detail.

Dana has a wealth of experience and expertise. Her credentials include a Bachelor of Science degree in Accounting, a QuickBooks Specialist Certification and certified QuickBooks ProAdvisor status.

In addition to her academic credentials, Dana brings expertise in a number of industries including manufacturing, restaurant, disaster restoration and public accounting. As someone who has also owned her own business, she has a good understanding and unique insights into the accounting and bookkeeping needs of the small businesses.

Dana says… “I enjoy working with Profitwise because we all share the same focus on customer support and service. I believe that customer service and support is the most important part of my job and Profitwise stands 100% behind this conviction.”

Deanna Caricature

Deanna Kahler Staff Accountant

Deanna is a QuickBooks Pro-advisor and serves the important role at Profitwise as Staff Accountant and go-to-person to many of our clients.

Deanna is one of those individuals fortunate enough to have been born and raised in America’s Finest City, San Diego. When not helping clients and the Profitwise team, she enjoys the many activities that living in San Diego has to offer.

Deanna brings stellar academic credentials to the Profitwise team. She has a both a Bachelor of Science and Master of Science degree in Accounting from San Diego State University.

Deana says … “I really enjoy helping clients with their monthly bookkeeping needs. I enjoy putting my education and natural affinity for detail, logic and balance to work for clients to get and keep their books in order.”


Lisa Davis Executive Business Administrator

Lisa fills the important role of Executive Business Administrator which means she is often the first point of contact for clients and prospective clients and she helps the team out on a wide variety of projects.

Lisa’s experience includes seven years with a start-up architectural firm where her responsibilities included setting up QuickBooks, managing payroll, accounts receivable and accounts payable as well as project management and budgeting; just to name a few.

In her “spare” time Lisa volunteers at her kid’s schools, makes sure her 5 daughters get to all of their activities on time and loves to read.

Lisa received her BA in Communication from San Diego State University.

Lisa says, “I’m excited to be working for a company that has such innovative ideas and good rapport with their clients. I enjoy the challenges that each day brings and appreciate the collaboration that goes into meeting each client’s individual needs.”

Seeta Caricature

Seeta Heistein Director of Client Relations

As our Director of Client Relations, Seeta is our people person. She brings an educational and professional background that is perfectly suited to excellence in customer service and a passion for helping people. Prior to joining the team, Seeta successfully applied her relationship skills in a variety of roles including counseling, marketing and business development. She is a native San Diegan who is committed to helping individuals, businesses and communities grow and prosper.

Seeta received a Bachelor of Arts degree in psychology from San Diego State University.

Seeta adds, . . “I enjoy giving a personal touch to our client relations and am dedicated to helping our clients succeed. “

Marjorie Caricature

Marjorie Stine Marketing Manager

Marjorie brings over 20 years of marketing experience working with established companies as well as start-ups in the medical device, diagnostics, and professional services field. Her expertise includes business and marketing plan development for new products and services, marketing research and online marketing.

Marjorie has a Bachelor of Science Degree in Business Administration from CSU, Sacramento and an M.B.A. from Golden Gate University.

Marjorie says, …”I am passionate about helping businesses grow through marketing. Working with Dave and Profitwise Accounting has been a great opportunity to use my skills and experience.”

Save

Save

Save

Save

Save

Save