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.
As our Director of Client Relationships, 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. Before co-creating Profitwise Accounting, 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.”
Anne is often the first point of contact for current and prospective clients – overseeing client onboarding, coordinating the flow of information between clients and our various departments, and supporting our team.
Anne has over 15 years in project management for design & events. Anne also brings five years of office management experience with an association management firm where she oversaw internal systems and their member communications.
Anne received a Bachelor of Science in Textiles, Merchandising & Design and a Minor in English from the University of Rhode Island.
New to California, Anne loves exploring the beautiful left coast with her husband and 2-year-old daughter. She loves our epic sunsets but admits she misses the oysters from the cold New England waters.Anne shared with us that she’s happiest when she’s in a position to help, and she invites you to reach out to her whenever you need help from us!
Jackie is a Certified Public Accountant and has a Bachelor of Business Administration and a Masters of Professional Accountancy from the University of Wisconsin-Whitewater. She has over 10 years of experience with a significant amount of experience in QuickBooks, bookkeeping, financial statements, tax planning, tax returns, and overall business consulting.Jackie says, “I enjoy working with small businesses and helping them reach their goals. I focus on understanding and listening to the client’s needs to exceed their expectations and help make a difference within their organization.”
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 several 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 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 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 the few 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 both a Bachelor’s of Science and a Master’s of Science in Accounting from San Diego State University.Deanna 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.”
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.”