ProfitWise CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: real estate, professional services (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 1 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | ProfitWise CPA | home page | |
| Website | https://profitwisecpa.com/ | home page | |
| Office locality | Okemos, MI | /contact | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +15179968699 | /about | |
| Offers bookkeeping | Documented: ...+ Real Estate + Professional Services + Private Companies Specialties + Accounting / Bookkeeping Services + Business Tax Planning + Business and Individual Tax Return Compliance +... | /about | |
| Month-end close + reporting | Documented: ...Services + Business Tax Planning + Business and Individual Tax Return Compliance + Financial Statements + Personal Financial Statements + Budgets + Entity Structure + QuickBooks +... | /about | 6 pts (max 6) |
| Industries served (documented) | real estate, professional services | /about | 5 pts (max 5) |
| Software supported | QuickBooks | /about | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Onboarding described | Documented: ...to file tax returns. This is the lowest barrier of entry to filing tax returns. No. Our process is to intake your documents and do a complete review of your current year... | /individual-tax-services | 4 pts (max 4) |
| 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 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched Michigan LARA Bureau of Professional Licensing licence list (Accountancy) for CPA firm records named 'ProfitWise CPA' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
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); Communication channel / process (0 pts, max 3); 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: Michigan Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from ProfitWise CPA'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.