Profitwise Accounting

Profitwise Accounting is an accountant in San Diego, California. The firm provides cloud-based accounting and advisory services for growth-focused businesses, with a particular specialty in managed service providers (MSPs) and tech-enabled companies. Its services include bookkeeping, outsourced accounting, payroll, sales tax, accounts payable and receivable, cash flow management and forecasting, financial statement preparation, tax planning and preparation, business formation, multistate nexus compliance, IRS representation, and CFO advisory. Profitwise reports 22 years helping business owners, 450 businesses served, and 2.3 billion dollars in combined client revenue. It holds a 5.00 rating from the customers who have reviewed it.

The firm follows a 360 Process: gathering information from clients, setting goals, addressing high-priority items, and creating a strategy to follow, then providing ongoing and year-end tax and accounting support. Work continues year-round rather than only during tax season, which the firm describes as a way to improve visibility and reduce surprises. Its bookkeeping services cover daily or weekly remote processing, QuickBooks cleanup, reconstruction and maintenance, and online access to books from anywhere. Tax work includes coaching, planning, business formation across LLC, S corporation, and sole proprietorship structures, return filing for forms 1040, 1120, 1120-S, Schedule C, and 1065, and resolution of back taxes and collection issues such as wage garnishments, bank levies, liens, offers in compromise, and installment agreements. CFO advisory covers business structure, cash flow, translating profit and loss statements into plain English, business planning, hiring decisions, and succession planning. CPA services include income tax preparation, business valuation, employee benefit plans, and outsourced accounting.

The office is on La Jolla Village Drive, a short walk from Towne Centre Drive and about half a mile from Montrose Park. Westfield UTC is roughly 0.4 miles away, and One Medical is about 0.3 miles away.

Profitwise Accounting pairs a 5.00 customer rating with more than two decades of accounting and advisory work, bringing proactive tax and CFO-level guidance to San Diego's growth-stage and tech-enabled businesses.

Services:

• CFO Services
• E-Commerce Accounting
• IT MSPs Solutions
• Remote Bookkeeping
• Tax Planning & Preparation