Dave Heistein

Dave Heistein, CPA, is the co-founder and managing partner of Profitwise Accounting. He is an advanced QuickBooks Pro-Advisor and Instructor with more than 20 years of experience in finance, tax and operational management.
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Free Insightful Accountant Bookkeeper ProAdvisors Tax Preparer Client Relationship

Client Communication Essentials for Accountants

Whether you're a new accountant or a seasoned professional, it's always good to remember the importance of good communication. Today, we're diving...

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Webinars This Month

Sep 18
Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

September 18, 2026 · 1:00 PM ET

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Sep 18
See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

September 18, 2026 · 1:30 PM ET

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Sep 22
Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

September 22, 2026 · 2:00 PM ET

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Sep 23
The CAS Opportunity: CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Sep 24
The Daily Sales: Serving Up Data from the POS to the Books

The Daily Sales: Serving Up Data from the POS to the Books

September 24, 2026 · 2:00 PM ET

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Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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No webinars scheduled for this month.

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