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.

Creative team putting their hands together in circle

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.

woman writing on a clear window with dry erase marker

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

xero bronze partner logo

Xero Bronze Partner & Certified Advisor

Company Values

Icon Serving First
Serving First
We are helpers. Our priority is to serve our clients and team in the highest and best manner!
Icon Solution Seeking
Solution Seeking
We exhibit initiative and accountability in solving problems.
Icon Authenticity
Authenticity
We forge valuable, long-lasting relationships by sharing our true selves with clients and colleagues.
Icon Impact
Impact
Complacency is the enemy of self-betterment. We constantly strive to improve ourselves and our work.
Icon Humility
Humility
We will learn from anyone, anywhere.

Meet Our Team

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

Dave Heistein, CPA

Co-Founder & Managing Partner

Seeta Heistein

Co-Founder & Director of Client Relationships

Anne F.

Director of Operations

Jackie B., CPA

CPA Manager

Dana K.

Accounting Manager

Deanna K.

Senior Accountant

Laura V.

Senior Accountant

Jasmine V.

Senior Accountant

Kyra B.

Staff Accountant

Loren L.

Staff Accountant

Marie-Eve O.

Staff Accountant

Casie T.

CS & Admin Support

Marina H.

Operations Assistant

Marjorie S.

Marketing - Consultant

Dorothy C.

CPA

Laura S., CPA

CPA - Consultant

Dave M., CPA

CPA - Consultant