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Dave Heistein

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

Dave Heistein is a Certified Public Accountant (CPA) and the Managing Partner of Profitwise Accounting, Inc., a San Diego-based accounting firm.13 He has been in this role since January 2004, specializing in assisting small to mid-size businesses with accounting, tax, and financial matters.1

Key points about Dave Heistein:

  1. Education: He holds a BA in Business Economics from the University of California, Santa Barbara, with concentrations in Accounting and Computer Science.13

  2. Professional certifications:

    • Certified Public Accountant (CPA)13
    • Certified Tax Coach (CTC)4
    • Intuit QuickBooks Advanced Pro Advisor and trainer34
  3. Experience: Dave has over 18 years of experience in finance, tax, and operational management.3 Prior to founding Profitwise Accounting, he worked in various roles:

    • CFO and President at IP Strategy (1999-2002)1
    • Strategy Consultant at US Web (1997-1998)1
  4. Expertise: Dave is known for his ability to provide insights into business operations, spot issues that others might miss, and offer a unique perspective as both an accountant and a fellow small business owner.4

  5. Speaking engagements: He is a popular speaker who has presented to various groups and companies, including the San Diego Association of Realtors and the International Virtual Assistants Association.24

  6. Publications: Dave is an author in the Amazon best-seller "Tax Breaks of the Rich and Famous".24

  7. Personal: He is married with two daughters and values the entrepreneurial path for the control it gives him over his time and ability to spend more time with family.4

Dave Heistein is highly regarded by his clients for his responsiveness, professionalism, and ability to explain complex financial concepts in layman's terms.5

Highlights

Managing Your Business Finances — 9 Tips for from Dave Heistein
Nov 2 · yelp.com
Profitwise Accounting - Yelp
Profitwise Accounting - Yelp
We're Available to Speak with Your Group - Profitwise Accounting
We're Available to Speak with Your Group - Profitwise Accounting
Meet our Founder, Dave Heistein, CPA - Profitwise Accounting
Meet our Founder, Dave Heistein, CPA - Profitwise Accounting

Related Questions

What are some of the key services offered by Profitwise Accounting, Inc?
How has Dave Heistein's experience at IP Strategy influenced his approach at Profitwise Accounting?
What are some of the tax savings tips that Dave Heistein frequently shares in his seminars?
How does Dave Heistein's background in computer science benefit his clients at Profitwise Accounting?
What makes Dave Heistein's approach to accounting different from other CPAs?
Dave Heistein
Dave Heistein, photo 1
Dave Heistein, photo 2
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Location

San Diego, California, United States