Business Details
22 Years
experience
Trusted Remote Accounting Services for Small Businesses
Profitwise Accounting has been delivering specialized accounting and advisory solutions since 2004, focusing on empowering small businesses through remote, cloud-based expertise. Our team of certified professionals brings decades of combined experience in bookkeeping, tax strategy, and CFO-level consulting, particularly for e-commerce, Amazon sellers, and digital agencies. We employ a proprietary 360 Process to understand client goals, implement tailored financial strategies, and provide ongoing support that adapts to evolving business needs.As a remote-first firm, we combine national talent with personalized service to help clients optimize cash flow, reduce tax liabilities, and achieve long-term profitability. Our commitment to proactive financial management and client education has consistently delivered measurable results, including 43% higher profitability than national averages for our clients.
Services
CFO Services
Bookkeeping
Tax Preparation
Payroll Processing
Business Advisory
Details
- Year established: 2004
Highlights and features
- We offer 18+ years of CPA expertise in e-commerce accounting
- Our remote-first model provides nationwide access to top talent
- 360 Process ensures tailored financial strategies aligned with business goals
- Team includes QuickBooks ProAdvisors and certified tax professionals
- Proactive year-round tax planning reduces liabilities by $15,000+ annually
Associations and certifications
- Intuit Certified ProAdvisor
- Xero Bronze Partner & Certified Advisor
What people say
Instrumental in success
Deep understanding
Prompt and professional
Maximize profitability
Highly recommend
Services
CFO Services
Our outsourced CFO services provide strategic financial guidance for business growth. We help clients optimize cash flow, develop actionable business plans, and make data-driven decisions. With expertise in e-commerce and startup accounting, we deliver customized solutions that improve profitability and long-term sustainability.
Bookkeeping
Cloud-based bookkeeping services maintain accurate, up-to-date financial records for small businesses. We handle daily transactions, financial statements, and cash flow management using QuickBooks and Xero platforms. Our remote system provides real-time access to balance sheets and income statements for better financial visibility.
Tax Preparation
Comprehensive tax services include year-round planning, return preparation, and compliance. Our CPAs specialize in minimizing tax liabilities through strategic deductions and credits. We handle complex filings for multi-state businesses and offer audit representation to ensure complete tax compliance.
Payroll Processing
Full-service payroll processing ensures timely employee payments and tax compliance. We manage payroll tax filings, W-2/1099 preparation, and benefit plan administration. Our system integrates with accounting software to maintain accurate financial records while reducing administrative burdens.
Business Advisory
Tailored business advisory services focus on operational efficiency and profitability improvement. We provide financial analysis, budget forecasting, and process optimization for small businesses. Our consultants help structure companies for tax efficiency and long-term growth success.
People
Dave Heistein
Co-Founder & Managing Partner
Certified Public Accountant with 18+ years in finance and tax consulting. Former Philip Morris and USWeb professional. UC Santa Barbara graduate with accounting and computer science expertise. Founded IP Strategy in 1999.
Seeta H.
Co-Founder & Director of Client Relationships
Psychology graduate from San Diego State University. Specializes in client relations and business development. Organizes annual Rock, Paper, Scissors Shoot-Out. Focuses on personalized client support and business growth strategies.
Anne F.
Director of Operations
20+ years in project management and client advocacy. Oversees client onboarding and process development. University of Rhode Island graduate with operations management expertise. Manages team growth and client success initiatives.
Jackie B.
CPA Manager
Certified Public Accountant with 10+ years in QuickBooks and tax consulting. University of Wisconsin-Whitewater graduate. Specializes in financial statements, tax planning, and small business consulting. Focuses on exceeding client expectations through personalized service.
Dana K.
Accounting Implementation Specialist
QuickBooks ProAdvisor with industry experience in manufacturing, restaurants, and public accounting. Holds BS in Accounting and specializes in client-focused solutions. Entrepreneur with understanding of small business accounting challenges and automation opportunities.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax preparation, CFO advisory services, payroll processing, and business consulting for e-commerce businesses and small companies.
Do you work with remote clients nationwide?
Yes, our cloud-based platform serves clients nationwide with remote accounting solutions tailored to their specific business needs.
How do you handle tax planning for small businesses?
We provide year-round tax planning strategies to minimize liabilities, including quarterly projections, deduction optimization, and multi-state compliance management.
What certifications do your accountants hold?
Our team includes Certified Public Accountants (CPAs), QuickBooks ProAdvisors, and Xero Certified Advisors with industry-specific expertise.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, file cleanup, and personalized training to help business owners manage their financial systems effectively.
