Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA Profile
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA

@jwilzcpa

Followers
308
Following
266
Media
143
Statuses
905

#CPA #LifeLearner #Author #Proadvisor #Econjunkie Principal of @TheWIIGroup crew!! AKA #DaCoolest CPA!

Clinton, MD
Joined May 2013
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
1 year
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
1 year
In my latest foray into A.I., I have found that it will be slow for small firms to really leverage it. The technology is a bit overhyped in some aspects. Co-pilot is not where it should be, but Chat GPT is.... #CPA #firmlife
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
1 year
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
My Gift: I can read Financial Statements. My Curse: I can read financial statements.. #CPAlife
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
I am at the perfect #CEO age... My staff and I discussed the best tax elections ot take on a tax return and just switched to the best verse on the J.Cole and kendricklamar raps! 😂
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
Happy bday @NayoCarterGray. You are such an awesome friend!
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
Anyone know of a good excel plugin for chatgpt?
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
Being able to outline and shave a beard well is a "competitive advantage."
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
I may be a #grumpy #cpa, but it annoys me that accounting industry marketers send emails during the busy season, saying, "I know you are busy in the season, but"... ANNOYING! Chill out, catch me after!
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
My doctor sees 20 patients a day minimum according to his nursing staff. His realization rate is impressive!
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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
What a week at #qbconnect for me & @TheWIIGroup
@IntuitAccts
Intuit Accountants
2 years
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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@jwilzcpa
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA
2 years
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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