Profitwise Accounting

Accounting

Since 2004, Profitwise, a team of San Diego based small business accountants, has been providing quality and personalized tax and accounting guidance to local businesses. We remain a team of experienced, knowledgeable bookkeepers, accountants, and business consultants. We draw from personal experience as previous small business owners to help our clients tackle the specific issues small businesses face. We are committed to providing our clients with financial advice that will allow them to become more organized, efficient, and above all, profitable. As a result, most of our clients become our long-term business partners.

We are members of the Professional Association of Small Business Accountants, and 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. Read more

5 recommendations

  •  
    Troy R.

    Shared on yelp.com

    I don't usually review companies, but Profitwise has really done an exceptional job handling me & my taxes.

    I run a virtual business & they are extremely familiar with all the hurdles I've had to clear. They've held my hand, given me instructions, returned phone calls and emails extremely fast.

    When I had an issue with a report read (I'm not an accountant or anything close), they created a specialized report so that I could see and understand my numbers better.

    Really top notch.. above and beyond. Give them a chance!

    Original recommendation
  •  
    Carrie Williams

    Shared on goo.gl

    We worked with Dave & Gina for the last year and they were great! Our books were a mess with three accounts intermingled but they took the time to work with us and sort through it. Communication was great and they were all very friendly.

    Original recommendation
  •  
    Ahmed D

    Shared on goo.gl

    I met with Dave the CPA. He is a super easy guy to talk to, very honest and straightforward. He took his time and answered all of my questions thoroughly! I never felt rushed. Dave is very knowledgeable with tax code and was able to quickly extract important data from my previous returns and identify several areas of concern. I really appreciate their hands-on approach and I really feel supported. The customer service is excellent and I have never had any challenges getting a response or an appointment! I’m looking forward to a long and profitable relationship! ...

    Original recommendation
  •  
    Ralph S.

    Shared on yelp.com

    I met Dave and his team back in 2005 when I was looking for a company to help me with my bookkeeping. This was the best call I made. Dave is a very personable and knowledgeable accountant and helped me thru my needs. He is attentive, professional and is sincere, an all-around good guy! He has always made himself available to help me discuss any possible business moves and ideas I have had over the years. I have been very pleased with the bookkeeping staff as well as customer service who so kindly calls to give me the gentle nudge I need to get any necessary info to them for my taxes and bookkeeping. ...

    Original recommendation
  •  
    Ashley D.

    Shared on yelp.com

    We have worked with Dave and his team for three years now, and I have nothing but benefited financially and educationally from this relationship. We became an S Corp in the time we have been working with Profitwise, and Dave was more than patient in helping us understand our business through a tax lense. Dave and his team seem to be in lock-step with each other, such that I can call anyone on the team and he/she can get me whatever I need in a timely manner without hassle or a lot of explanation. Thank you, Profitwise for keeping our business on track and profitable! ...

    Original recommendation