Updated:
← Back to Top 18 Bookkeepers in the San Diego-Chula Vista Area, CA (2026)Profitwise Accounting
Evidence Score 54/100 at 77% evidence coverage 1 of 18 on the San Diego-Chula Vista area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Profitwise Accounting, Inc.) · 6599 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, QuickBooks Desktop, Xero
Who they say they serve: ecommerce, technology, manufacturing (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Profitwise Accounting | home page | |
| Website | https://www.profitwiseaccounting.com/ | home page | |
| Office locality | San Diego, CA | /contact-us | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +16198190252 | home page | |
| Offers bookkeeping | Documented: ...We are the rare accounting firm that is both personable and professional. Better Bookkeeping Professionally prepared financials are always accurate and up to date. Business... | home page | |
| Monthly bookkeeping | Documented: ...with Dave and his team has been great. We needed a year of catching up and then ongoing accounting, planning & tax prep and it's been a great business decision to have Profitwise... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...sheets and income statements. Cash Flow Manage and forecast cash flow. AP/AR Handle accounts payable (AP) and accounts receivable (AR). Payroll Ensure that your employees are paid... | /services/accounting-and-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...and tax efficiency through specialized accounting, strategic tax planning, payroll support, and CFO advisory services. Our fully remote team supports clients nationwide... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...years of experience with a significant amount of experience in QuickBooks, bookkeeping, financial statements, tax planning, tax returns, and overall business consulting. Jackie... | /about-us | 6 pts (max 6) |
| Industries served (documented) | ecommerce, technology, manufacturing | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Profitwise Accounting, Inc.) · 6599 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jan 31, 2027 | 8 pts (max 8) |
| Onboarding described | Documented: ...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... | /about-us | 4 pts (max 4) |
| Named contact / team | Dave Heistein, CPA | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-01-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Profitwise Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.