The W2 Group

12/04/2025

WELL… THIS HAPPENED!

Huge congratulations to Jeff Wilson II, who was voted Chairman of the Maryland State Board of Public Accountancy starting in 2026 (which gives him plenty of time to panic responsibly).

We’re incredibly proud of him!!

Jeff is honored and grateful, and in his usual humble way, still a bit surprised by the confidence placed in him. But we know he will bring his A-game… and probably snacks.

Here’s to new chapters and double-checking the fine print! Congratulations, Jeff!🥂

10/23/2025

We’re hiring a Senior Tax Accountant, but not just any tax accountant.

At The W2 Group, we’re building something different. Our firm blends high standards with a genuinely cool, innovative culture. We care deeply about excellence and outcomes, not just hours. We track time for insight, not oversight. What matters most to us is doing meaningful work, helping clients succeed, and finding smarter ways to make it all happen.

This role isn’t about punching numbers. It’s about thinking strategically, growing professionally, and being part of a team that’s constantly evolving. You’ll prepare and review 1040s, 1120s, 1120S, 990s (and more), manage a few client books, and work with tools like QuickBooks, ProConnect, and Monday.com to deliver quality work efficiently.

If you’re someone who wants to grow (not just grind) and be part of a firm that values curiosity, collaboration, and innovation, we’d love to talk.

💼 Role: Senior Tax Accountant
📍 Location: Hybrid (Maryland – flexible remote days)
💰 Salary: $80K–$90K

👉 Apply here https://wkf.ms/3JqRtG4 or message us directly to learn more.

07/04/2025

Wishing our clients and colleagues a safe and meaningful 4th of July!
Here’s to independence, integrity, and well-balanced books. 🇺🇸

From all of us at the W2 Group.. have a restful holiday!

06/02/2025

How does your accounting workflow stack up? Are your tools working together or just working you harder?

Maybe you’ve got QuickBooks for your financials, a separate place for approvals, another for task tracking… and none of it talks to each other.

We’ve seen stacks held together by copy-paste and crossed fingers. We’ve also seen setups where QuickBooks syncs with project boards, reminders auto-trigger when expenses are overdue, and reports land exactly where they should... on time.

The difference? Smart integrations and just enough automation.

Curious -- how is yours set up?

05/20/2025

At The W2 Group, we turn disconnected tools into a smooth-running system. We create smart workflows that speak the same language, from invoices to projects, and sales to finance.

✅ Less manual work, more room to grow.

Curious what tools you can link with QuickBooks? Let’s chat!
https://www.wiicpas.com/contact

04/18/2025

Another one for the books!
Shoutout to our rockstar Principal, Jeff Wilson II!

Named one of Forbes Best-in-State CPAs 2025 (Maryland) -- and honestly, we saw it coming. 😎
Jeff has been stacking trophies like spreadsheets:

🔹 Forbes Top CPAs (2024)
🔹 40 under 40 – CPA Practice Advisor
🔹 AICPA Outstanding Young CPA of the Year (2023)
🔹 Black CPA Centennial 40 Under 40 (2021)

At W2, we’re proud to have a leader who is not just in the game..but ahead of it.

04/16/2025

🎙️ One of our favourites is back!

Jeff, our founder here at W2 Group, was recently featured (again!) on the Just Start: From Ideas to Action podcast with .

His episode, Unwinding After Chaos, has just been re-released and it’s packed with insights on starting W2, navigating the chaos of business growth, and the power of simply starting.

If you're curious about how W2 began or just need a little inspiration to take action on your own ideas, this is one to tune into.

Listen here:
▶️ iTunes: https://podcasts.apple.com/us/podcast/just-start-from-ideas-to-action/id1484539728
▶️ Spotify: https://open.spotify.com/show/5g7Ryb27r0pKBs1TQNNx56
▶️ Website: http://www.jacquelinembaker.com/105

Give it a listen, share with a friend, and

Self-Improvement Podcast · Updated Weekly · Welcome to Just Start: Get Visible, your go-to resource on the journey to becoming more visible, in a way that feels right for you. If you're feeling the call to step outside of your comfort zone, sh…

03/21/2025

🎤 Jeff is taking the stage this Monday!

We’re thrilled to announce that Jeff will be speaking at the Handling the New World of Federal Contract Work conference this Monday in Rockville, MD.

Location: Best Western Premier Hotel, 1251 W Montgomery Avenue, Rockville
Date: Monday, 24th of March
Topic: Analyzing Financial Metrics

Jeff will be diving into how to assess and interpret key financial data that can drive smarter decisions in the federal contracting space. If you’re in the field, this is a session you won’t want to miss.

🧠 Insightful, practical, and backed by real-world experience — come learn how to make metrics work for you.

See you there!

03/17/2025

🚨 TAX SEASON IS HERE! DON’T PANIC… (Okay, maybe a little.) 🚨

It’s that time of year again when you stare at your W-2 like it personally betrayed you, scramble to find deductions, and wonder why you didn’t start this earlier.

✔️ Maximize your deductions (Yes, even that “home office” aka your couch.)
✔️ Avoid costly mistakes (Like claiming your dog as a dependent. Nice try.)
✔️ Meet all deadlines with confidence (Or, you know, get an extension.)

BTW: Can’t file by April 15th? No worries! You can request an extension until October 15th—because procrastination is a valid strategy 😆

Friendly reminder to get those taxes sorted—your future self will thank you!

02/24/2025

🚀 Whether we are crunching numbers or corrdinating client projects, monday.com is our secret to stress-free, efficient project management.

Discover how it can transform your workflow and drive real results. Get started now with monday.com 👉https://try.monday.com/sravzcix3ep6

02/13/2025

💡 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗶𝗻 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 💡

As accountants, streamlining your processes is crucial for accuracy and efficiency. Organizing your accounting tasks in a project management software can help you stay on top of deadlines, manage workflows, and collaborate seamlessly with your team.

Here’s why we find it important:
▶️ 𝗖𝗲𝗻𝘁𝗿𝗮𝗹𝗶z𝗲𝗱 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴. Keep all your financial documents and tasks in one place — no more scattered spreadsheets or missed details.
▶️ 𝗧𝗮𝘀𝗸 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻. Automate recurring tasks to save time and reduce errors.
▶️ 𝗖𝗹𝗲𝗮𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻. Share updates and notes instantly, ensuring everyone’s on the same page.
▶️ 𝗗𝗮𝘁𝗮, 𝗱𝗮𝘁𝗮, 𝗱𝗮𝘁𝗮. We use monday.com’s dashboards to visualise performance and identify areas for improvement.

We love using monday to organise our processes and highly recommend it! Feel free to contact us — we’d be happy to chat more about how it can benefit your team.

You can also check out this link to get started!🧑‍💻📊
https://try.monday.com/sravzcix3ep6

10/30/2024

Every Financial Statement Tells a Story 📖

Key Performance Indicators (KPIs) are more than just numbers—they reveal insights into your business's health and future potential. Tracking KPIs help pinpoint strengths, address challenges, and discover growth opportunities. Here’s a quick glance at some essential KPIs to know.

Let the data guide your path forward!