Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
@jwilzcpa
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#CPA #LifeLearner #Author #Proadvisor #Econjunkie Principal of @TheWIIGroup crew!! AKA #DaCoolest CPA!
Clinton, MD
Joined May 2013
Anyone have experience trying to do work in #metaverse? I have reached the point where I don’t want a workstation with 3 screens physically like my friend @sbowlingcpa and want to try.
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This year, we are continuing our #digitaltransformation by adding the position of Efficiency manager. Tackling the areas that can be automated. Before we move to #A.I. we must first build a solid foundation on top of automation.
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Happy #TaxSeason! It will be officially my Last! I can't wait to get back to #Strategy #PracticeManagement. I am excited for my next @AICPAPCPS Meeting.. Lots of #practicemanagement tea coming!
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This year was our second year managing our firm using @mondaydotcom . It’s a great project management tool for firms. I love it because I can see from my app where every project is at in the firm. #practicemanagement #CPA2024 #taxseason
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It took me years but I think I cracked the code to #TaxSeason. I used to think it was managing the client and the paperwork. “slightly true”. The biggest part was managing Myself. My sleep, personal activity, and then the work. tax season must haves @ouraring
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Happy bday @NayoCarterGray. You are such an awesome friend!
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In tax season, I rarely ever look at our revenue. I always look at the other stats like time spent, # of day in que, tax returns in a day. This year we are seeing a major decrease in time spent. This year I believe maybe be one of our most efficient #practicemanagement #cpa
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I truly believe every tax professionsal should have an @ouraring to mange themselves, sleep, and stress levels. Health is Wealth #taxtwitter
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Based on this tax season, which seems to be “special”…. I am understanding the efficiency in becoming a “social media influencer”… It’s less TAXING!
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Anyone know of a good excel plugin for chatgpt?
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Being able to outline and shave a beard well is a "competitive advantage."
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My doctor sees 20 patients a day minimum according to his nursing staff. His realization rate is impressive!
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The more I work as a #CPA Practitioner, the more I envy #doctors. I think #doctors have figured out the "individual" practice model in a way that #Accountants have not...
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In 2023, I used @loom to avoid 245 meetings — making me a Loom All Star 🎊 https://t.co/gks4SwMolp
#HateMeeting #firmofthefuture @TheWIIGroup
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What a week at #qbconnect for me & @TheWIIGroup
Learning which sources and KPIs firm owners can use to benchmark their productivity with @jwilzcpa at #QBConnect. Great insights here on Day 3!
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Man.. the software industry can be a bit annoying. Every software should not "have" a certification course. If I have to go to school to send an Engagement letter, you are doing too much 🤬... #TaxTwitter #CPALIFE
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