{"id":6972,"date":"2017-04-27T08:00:06","date_gmt":"2017-04-27T13:00:06","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=6972"},"modified":"2024-09-13T11:01:26","modified_gmt":"2024-09-13T16:01:26","slug":"proconnect-tax-online-customer-profile-jeff-wilson-ii","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/proconnect-tax-online-customer-profile-jeff-wilson-ii\/","title":{"rendered":"ProConnect\u2122 Tax Customer Profile: Jeff Wilson II"},"content":{"rendered":"

Meet Jeff Wilson II, CEO of The W2 Group<\/a> in Clinton, Md. Jeff has four full-time employees and 14 part-time\/contract employees and processes 100 to 150 returns each year. A QuickBooks ProAdvisor\u00ae, Jeff is certified in QuickBooks\u00ae Online (QBO) and Advanced QuickBooks Desktop. He specializes in outsourced accounting services for federal contractors and Not-For-Profit Associations, offering tax services, financial planning, and forensic accounting.<\/p>\n

The CPA Practice Advisor<\/em> named Jeff as a 40 under 40 CPA. He was also a 40 Under 40 Black CPA centennial recipient. He is the recipient of the 2023 Outstanding Young CPA Award and Forbes Magazine \u00a0America\u2019s Top 200 CPA.<\/p>\n

Jeff\u2019s Story<\/strong><\/p>\n

I don\u2019t think I have the typical ProAdvisor story. In college, I always read 10Ks and 10Qs, and I was really more into accounting because I was trying to day trade and invest. I’m an economics junkie, and I like being able to see the big picture, globally, and being able to relate that to what\u2019s going on at the general ledger level. I worked as an auditor for KPMG for a little over four years doing federal audits, but I didn\u2019t feel like I was doing anything for the greater good. I wanted a change, so I went to the National Credit Union Administration, where I got experience working at the CFO level doing some tax work. That\u2019s when I decided to start my own practice.<\/p>\n

We were pretty much all tax at the beginning, and now tax is about 30 percent of what we do from a revenue basis standpoint. Becoming ProAdvisors is what really drove our business and our tax practice. We keep focused on federal contractors because we know that industry very well. We’ve been really successful with it.<\/p>\n

We\u2019ve been using QuickBooks<\/a>\u00ae from the beginning. Intuit\u00ae is the top accounting system in the world. It’s just the best end-user product out there. That’s point blank, flat. To me, you’re crazy to work with anything other than Intuit and QuickBooks. So, with that settled, it just made sense to become a ProAdvisor, in order to learn more about the software. In the beginning, we used Intuit ProConnect\u2122 ProSeries<\/a>\u00ae for the tax side work, but as soon as ProConnect Tax<\/a> came out, we knew that was the direction we wanted to head. Once our online strategy took hold and we had the QBO users in place, we switched to ProConnect Tax. That really was the defining moment for us.<\/p>\n

Basically, if you\u2019re a QBO expert, I think you\u2019re crazy if you\u2019re not doing taxes as well. ProConnect Tax has made it that much easier. It lets us push client data directly from QBO and makes it simple to communicate with clients and share documents in a safe, secure and professional way. As soon as Intuit connected ProConnect Tax with QBO, our margin increased.<\/p>\n

The other side is that ProConnect Tax is truly cloud-based, and that means I can be anywhere. I\u2019m no longer tied to the desk. With ProConnect Tax, we can really say that we\u2019re a 100 percent cloud-based accounting firm. That saves us tons of time on travel. In the D.C. area, that\u2019s huge because the traffic is crazy. It also helps strategically with staff. Since the software is cloud-based, I can get the best staff, no matter where they\u2019re based, and we we can pretty much target clients from anywhere in the United States. I think it\u2019s going to open up a very big market for us. Huge, in fact.<\/p>\n

ProConnect Tax cuts down heavily on our input and review time. If you serve QBO clients, there’s pretty much no excuse not to use ProConnect Tax. Your margin goes up with ProConnect Tax. No question. Done.<\/p>\n

Editor\u2019s note:\u00a0<\/strong>Check out other ProConnect Tax customer profiles<\/a> on the Tax Pro Center.<\/p>\n","protected":false},"excerpt":{"rendered":"

Meet Jeff Wilson II, a long-time user of ProConnect Tax and proponent of the Books to Tax feature. Jeff shares his story from his auditing days at KPMG to owning his own firm.<\/p>\n","protected":false},"author":120392844,"featured_media":6973,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[116807],"tags":[508421111,560642402,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[567466424],"class_list":["post-6972","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-proconnect-tax-online","tag-pto-customer-profile","tag-quickbooks"],"header_image":"","yoast_head":"\nProConnect\u2122 Tax Customer Profile: Jeff Wilson II - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/proconnect-tax-online-customer-profile-jeff-wilson-ii\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ProConnect\u2122 Tax Customer Profile: Jeff Wilson II - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Meet Jeff Wilson II, a long-time user of ProConnect Tax and proponent of the Books to Tax feature. 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