Grow your business with cloud-based accounting and advisory services from experts.
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.
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.
Interesting overall company success statistics
45,000LOREM IPSUM
158FUSCE DAPIBUS
123JUSTO ODIOERE
158FUSCE DAPIBUS
123JUSTO ODIOERE
Certifications
Intuit Certified ProAdvisor QuickBooks Online
Intuit Certified ProAdvisor QuickBooks Desktop
Xero Bronze Partner & Certified Advisor
Company Values
HUMILITY
There’s no room for ego when we look for learning. We are honest with ourselves, our clients, and our team.
OWNERSHIP
We take extreme ownership of our outcomes. We are straightforward and honor our commitments, every time.
IMPACT
Complacency is the enemy of self-betterment. We create value by evolving our tech, our processes, and our people.
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.
GRIT
We embrace the hard stuff and take initiative and accountability in solving problems. There are no obstacles, just opportunities.
ONENESS
We collaborate with a One Profitwise mindset. We show up every day 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 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.
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 an entrepreneur herself, 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 role at 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.”
Heather joins the team as a Staff Accountant focusing on our clients’ accounting needs and developing relationships with our more hands-on outsource accounting clients. Born and raised in Ohio (Go Buckeyes!), she has 10+ years of Administrative and Operations experience as well as 5+ years working with small business finances and account management.
Outside of work, Heather enjoys traveling, reading, spending time with her family and friends, and loving on her little English Bulldog… Bernard!
Seeta is Co-Founder, and our Director of Client Relationships, as well as the current Champ of our Rock, Paper, Scissors Shoot-Out! 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 adds, “I enjoy giving a personal touch to our client relations and am dedicated to helping our clients succeed.”
Seeta received a Bachelor of Arts degree in psychology from San Diego State University. She is also the current CHAMP of our Annual Rock, Paper, Scissors Shoot-Out!
Anne has developed her role as Director of Operations since joining us in 2018 in our San Diego HQ. Her growing department oversees client onboarding, coordinating the flow of information between clients and our various departments, and supporting our team with the development of tools and processes to keep your accounting purring in the background.
Anne has over 20 years experience in project management and client advocacy and loves growing the operations and client success teams.
Anne received a Bachelor of Science in Textiles, Merchandising & Design with a concentration in Interior Design and a Minor in English from the University of Rhode Island.
Now back in her home state of CT, Anne is enjoying being close to friends and family with her husband and two young daughters.
