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Tax Pro Center | Intuit > Articles by: Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

Jeff W. Wilson II is CEO of The W2 Group, LLC, a cloud-based accounting firm in Clinton, Md. A member of the Intuit® Trainer Writer Network, Jeff is a proud graduate of Bowie State University's (BSU) class of 2006 and serves as the secretary for the College of Business Alumni Advisory Council. In 2013, he participated in the AICPA’s 2013 Leadership Academy Class. Jeff is a member of the Maryland Association of CPAs' Task Force for Equality, Diversity and Inclusion. He spends his free time as an advocate for financial literacy and personal money management by teaching financial management for local nonprofits and his church. Find Jeff on Twitter @TheWIIGroup.

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Client Relationships

How to Give Clients Better Insights

February 4, 2019 (Last Modified: May 14, 2019) / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
How to Give Clients Better Insights

Expand your role as a trusted advisor with insights that help your clients understand more about their businesses.

Full Story

Practice Management

3 Ways to Reduce Your Employee Knowledge Gap

September 10, 2018 / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
3 Ways to Reduce Your Employee Knowledge Gap

Learn three ways to help the employees in your tax and accounting practice stay up to speed on processes, industry trends and more.

Full Story

Practice Management

How to Help Your Team Refocus After Summer

August 9, 2018 (Last Modified: March 5, 2019) / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
How to Help Your Team Refocus After Summer

Get some tips on how to ease your staff back to work after summer vacation season.

Full Story

Practice Management

Best Practices for Putting Together Winning Teams

May 11, 2018 (Last Modified: May 17, 2018) / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
Best Practices for Putting Together Winning Teams

Does your tax team meet your firm’s goals? Find out how to hire strategically and wisely.

Full Story

Tax Law and News

Crowdfunding 101: Is it Deductible?

February 5, 2018 / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
Crowdfunding 101: Is it Deductible?

Help your clients who are crowdfunding projects determine whether they will incur any tax liability with their investments.

Full Story

Practice Management

How Today’s Tax Season is Different Than Five Years Ago

November 6, 2017 / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
How Today’s Tax Season is Different Than Five Years Ago

Technology has advanced today’s tax practice with regard to software, staffing and efficiency. Find out how from cloud-based accountant Jeff Wilson II, CPA.

Full Story

Grow your practice, Practice Management

Cross-Selling Services to Your Tax Clients

October 5, 2017 (Last Modified: May 20, 2019) / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
Cross-Selling Services to Your Tax Clients

Increase your average revenue per client rather than increasing your number of tax and accounting clients.

Full Story

Practice Management

6 Reasons Why the Cloud Can Improve Your Practice Management

August 23, 2017 (Last Modified: May 20, 2019) / Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC
6 Reasons Why the Cloud Can Improve Your Practice Management

See how you can improve your firm’s practice management, efficiency, and maybe even profitability by moving to the cloud.

Full Story



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