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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Aug 24
AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

August 24, 2026 · 2:00 PM ET

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Aug 25
IA Marketing Talks: The 4-Question Fix for Closing Better Clients

IA Marketing Talks: The 4-Question Fix for Closing Better Clients

August 25, 2026 · 2:00 PM ET

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Aug 27
Figured: From Compliance to Advisory: Building an Ag Accounting Practice

Figured: From Compliance to Advisory: Building an Ag Accounting Practice

August 27, 2026 · 12:00 PM ET

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Aug 28
Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

August 28, 2026 · 12:00 PM ET

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