Dave Heistein

CPA Helping Digital Entrepreneurs Save on Taxes and Improve the Bottom Line

Role: Accountant - Managing Partner at Profitwise Accounting
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Dave Heistein

Why I\'m on Linked In:* To network with other professionals, provide advice and also meet individuals who I can extend to my contacts as additional resources. I believe we can all help each other to be successful.* To attract clients who will benefit from my background and expertise.To that end I offer the following:* I provide accounting, tax planning and cfo services to small to mid sized businesses.* I help setup and streamline accounting systems* My company provides remote bookkeeping services* I help business owners become more successful by helping them gain financial insight into their business and offering my experience in working with 100\'s of businesses.Specialties: Internet and Online Business Accountant - Certified Tax Coach - Advanced QuickBooks Pro Advisor - Small Business Accountant - San Diego Bookkeeping - CPA - CFO

Experience

Accountant - Managing Partner
Profitwise Accounting
Jan 2004 — Present
Assist Small to mid size business owners with accounting, tax and financial matters.

Education

UC Santa Barbara
BA, Economics, Computer Science
1993 — 1996
UC San Diego
Accounting

Contact information

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Work email
d••••••••@profitwiseaccounting.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••64

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Current company

Profitwise Accounting

Accounting · 11 employees · Founded 2004 · San Diego, California, United States

Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through proactive accounting, tax, and advisory services. For over 20 years, we’ve partnered with business owners across the country to provide more than just compliance work. Our team works closely with clients to help improve visibility into their financials, support better decision-making, and create a stronger foundation for long-term growth. We specialize in working with MSPs, technology companies, e-commerce businesses, and other service-based organizations that value strategic guidance, responsive communication, and a relationship-driven approach. Our services include: • Accounting and bookkeeping • Tax planning and preparation • CFO and advisory services • Payroll support • Financial reporting and operational guidance At Profitwise, we believe business owners deserve a financial partner who is proactive, collaborative, and invested in their success. Our goal is to help clients feel supported, informed, and empowered as they grow their businesses. In fact, our partners are not only CPAs; in their previous lifetimes they were small business owners themselves. They are intimately familiar with the specific challenges of running a small business. Whether you’re dealing with the trials of operating a home office, providing benefits for your employees, or budgeting for advertising, we would love to connect you to a Profitwise partner who can relate.

profitwiseaccounting.com

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About Dave Heistein

Experience

Accountant - Managing Partner

Education

UC Santa Barbara

UC San Diego

Find verified contacts for anyone on LinkedIn