Focus on Growth

Outsourcing accounting frees you to focus on doing what you do best—growing your company. You also get better information with which you can make decisions. Automated processes keep your books accurate and up to date. And, with the right remote bookkeeping and accounting services, you can have your books organized without spending lots of time meeting with or managing your accounting firm.

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“Profitwise’s bookkeeping and tax expertise has not only helped our company to streamline our financial department, but has allowed our board of directors to focus more attention on accurate forecasting, budgeting, and increasing revenues, which ultimately helped our company to double our income in less than one year!”
S. Ciuffa
CFO, Giuseppe Restaurants
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Strong Start
We align our services with your goals from the beginning. Our 360 Process starts with information sharing and strategy setting to ensure that every effort supports your success.
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One-Stop Shop
Every facet of your business runs smoothly because we manage your bookkeeping, taxes, payroll, tax planning, and business planning under one watchful eye.
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Ongoing Collaboration
Make progress toward your goals with frequent updates on your financials and regular meetings with your advisors.
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Looking Ahead
Search for tax savings all year long. You will be too late if you wait until March or April.
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Future-Proof
Stay ahead of the competition with help from advisors who keep up with the latest technology for solving problems or seizing opportunities.
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All-Inclusive Pricing
Know what you will pay and for what with fixed prices quoted up front.

Trust Us with Your Success

Profitwise specializes in helping small businesses succeed. We’ve been business owners ourselves, and we know that every moment you spend on accounting could be spent on launching products or making sales instead. We help you grow by giving you information you can trust, insights you can use, and improvements you will appreciate.

R. Marks
“Dave and his team really understand how to keep young entrepreneurial clients on the right track. They bring so much more to the party than just solid accounting services. Highly recommended.”
R. Marks
President, Strategies International
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Steps to Success

Profitwise helps small businesses achieve their true earning potential through remote bookkeeping, taxation, payroll, and CFO-level services.

Accounting & Bookkeeping

Get your financial house in order so you have accurate records for making decisions. Clean up your “messy” books by turning them over to professionals who will give you a clear snapshot of your financials. Work with professionals who explain accounting in plain English to ensure you understand what is happening in your business.

CFO Advisory

Improve cash flow, increase profitability, and plan for future growth with help from experienced advisors who have helped many businesses grow. As your business grows and your finances become more complicated, we grow with you, providing the answers you need with every new problem and helping you minimize costs and maximize resources whenever possible.

Tax Planning & Preparation

Maintain tax compliance as your company grows to avoid penalties and legal repercussions. Take advantage of opportunities to reduce income tax as well so you can grow your bottom line. We work with you all year, not just at tax time.

Contact a consultant.

Get help from an experienced advisor.