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PBO Advisory Group

5.0 (2 reviews)
Closed • 9:00 am - 5:00 pm

Services - PBO Advisory Group

Accountants

Bookkeepers

Business consulting

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8 years ago

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People searched for Accountants 2,057 times last month within 20 miles of this business.

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Profitwise Accounting - We're 100% Virtual but have an On-Demand HQ in our home town of San Diego, CA where our founders, much of our team, and our heart lives.

Profitwise Accounting

(24 reviews)

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

Law Offices of Lauren Chaikin

Law Offices of Lauren Chaikin

(5 reviews)

I don't think five stars was enough I'd leave 10 if I could. Lauren went above and beyond to make…read moresure my questions were answered and that everything was explained in detail and then some. Being a business owner and having these legal items show up kind of puts you in a peculiar situation, so it's good to have legal in your back pocket (Lauren)! Lauren was highly recommended to me and definitely pulled through. With me trust is a huge factor as well and in speaking with Lauren there's no issue here at all. I would highly recommend her to anyone and have referred others to her as well. Thank you Lauren seriously and glad to have you on my team.

Lauren is absolutely wonderful and I can't thank (and recommend!) her enough…read more My business partner and I were at an impasse with our previous attorney who was urging us to take a settlement we did not feel comfortable with. We put feelers out to our network and Lauren came highly recommended for the relatively complex legal situation we were facing. Lauren took the time to listen to every detail and answer every question, and she walked us through her line of thinking and recommendations. It was very refreshing to finally feel like we had a competent, highly skilled lawyer and voice advocating on our behalf. And I'm grateful we were able to find someone who had the best interest of the partners and business at heart. Lauren gave us the confidence and resources we needed to make a switch and she clearly laid out the timeline and costs so we knew what to expect ahead of time (no surprises). Business litigation is never ideal, but the peace of mind we felt with Lauren was invaluable. Highly recommend Lauren and her practice to any small business owner.

Asha Mankowska - I'm delighted to share with you my podcast and website perfect for business development www.AcceleratedProfitsMasters.com

Asha Mankowska

(18 reviews)

Downtown

I was looking at consulting business to study the landscape of business consultants in San Diego. I…read morenoticed the high rating of Asha's business and read some reviews. The reviews made me realize that I could use Asha's services. Her website was clear and easy to navigate and schedule a session. We got on a call and Asha was quickly able to understand my core need and then ask the right questions to understand and identify some key blocks, strengths and weaknesses to be explored to develop clarity and strategy for use of my experience and talents to allow me to narrow my focus and get the responses I was looking for. If you're looking for someone to help you get clarity, understand your key road blocks, and develop strategies to work through them, time with Asha will be a very worthy investment into your career.

Trust the process! Working with Asha has been a journey that I can highly recommend. I came to her…read morebecause I was experiencing stagnation in my career and almost no results from my job searches. For the last 8 years I was stuck in a career and industry that was not my passion, which did not offer any further advancement and the financial situation was far from satisfactory. I had almost lost my hope & confidence. Asha listened to my issues, learned about my unique situation and was able to develop a very clear strategy for me as early as our initial session. After our decision to work together, she helped me overcome many hurdles and confront issues that were holding me back for many years: financial, emotional, my mindset, beliefs, and self-imposed limitations. She tailored exercises, assignments, and meetings that helped me realize my potential. She helped me apply my skills, talents and dedicate my energy to what I needed to do, to finally generate results I wanted. Asha noticed in me skills and talents that I've never knew I had. It helped me broaden my horizons and it allowed me to be open to more successful job opportunities I've had not considered before. I've completely changed the ways I've been doing things. I was able to successfully update my resume, cover letters, online presence, and most importantly my attitudes and confidence. I finally got multiple job offers, in my ideal industry, for much better income and with better growth opportunities. Now I really enjoy being interviewed, and I receive great interest and feedback from potential employers. I am being selected to move forward with the hiring process over other candidates.

PBO Advisory Group - accountants - Updated May 2026

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