Our Story

Profitwise has been providing quality and personalized tax and accounting guidance to businesses since 2004. Based in San Diego, we provide cloud-based accounting and advisory services to clients nationwide. Though we serve all types of clients, we specialize in helping e-commerce businesses, Amazon sellers, digital agencies, and startups.

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Expert Help from Anywhere

As a remote-first business, we have experienced, knowledgeable bookkeepers, accountants, and business consultants across the country. We help our clients grow by drawing upon our personal and professional experience with business owners.  

As members of the Professional Association of Small Business Accountants, we often tap into our national network of accounting firms for additional resources or for a larger knowledge base to help us solve various accounting and tax issues.

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Interesting overall company success statistics

45,000 LOREM IPSUM
158 FUSCE DAPIBUS
123 JUSTO ODIOERE
158 FUSCE DAPIBUS
123 JUSTO ODIOERE

Certifications

QBO Badge

Intuit Certified ProAdvisor
QuickBooks Online

QBDesktop Badge

Intuit Certified ProAdvisor
QuickBooks Desktop

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Xero Bronze Partner & Certified Advisor

Company Values

Icon Humility
HUMILITY
There’s no room for ego when we look for learning. We are honest with ourselves, our clients, and our team.
Icon Authenticity
OWNERSHIP
We take extreme ownership of our outcomes. We are straightforward and honor our commitments, every time.
Icon Impact
IMPACT
Complacency is the enemy of self-betterment. We create value by evolving our tech, our processes, and our people.
Icon Serving First
SERVICE EXCELLENCE
We obsess over our clients' experience and the product we deliver. The strength of the relationships forged on this path is the key to our success.
Icon-Solution Seeking
SOLUTION DRIVEN
We embrace the hard stuff and take initiative and accountability in solving problems. There are no obstacles, just opportunities.
Oneness Icon
ONENESS
We collaborate with a One Profitwise mindset. We show up every day up expecting to play hard for our clients and each other.

Meet Our Team

Our experienced accountants, advisors, bookkeepers, and staff are here to serve you.

Dave Heistein, CPA

Co-Founder & Managing Partner

Jackie B., CPA

CPA Manager

Alex F., CPA

CPA Manager

Laura S., CPA

CPA

Cynthia R.

Senior Accountant

Dana K.

Accounting & Payroll Manager

Deanna K.

Senior Accountant

Jasmine V.

Senior Accountant

Laura V.

Senior Accountant

Marie-Eve O.

Staff Accountant

Seeta H.

Co-Founder & Director of Client Relationships

Anne F.

Director of Operations & Client Success

Casie T.

Client Success Manager

Lorenia R.

Production Support Specialist

Marina H.

Operations Assistant