Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA®
Clinton, MD
Jwilson@wiicpas.com
Jeff is the Principal of The W2 Group, LLC., a solution-driven Accounting and Advisory firm specializing in bringing cloud-based solutions and efficiencies to our clients: Associations and Government Contractors. The firm is an SBA-certified 8(a) Small Business and MBE certified accounting firm, with its headquarters in Upper Marlboro, MD.
Jeff Wilson is a Certified Public Accountant and highly certified financial professional. He is experienced in several financial areas that allow him to provide his clients with a comprehensive service that covers all their financial needs. Known to be a QuickBooks Online “fixer,” Jeff seamlessly manages monthly, quarterly, and year-end closing processes for his Not for Profits and Government Contractors. He provides clients with financial planning, tax preparation, CFO, and small business consulting services. Jeff is a frequent presenter at workshops and seminars on various financial planning and investment to diverse audiences. Jeff was named by CPA Practice Advisor magazine 40 under 40 CPAs. He is also an Financial Literacy author of The Lies our Parents Were Sold and Told Us. He is also named 40 under 40 Black CPAs, and a member of the Maryland Association of CPAs.
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