mock-the-w2-group

Gain a Foothold in Federal Government Contracting- 8(a)Application FAQs Part 1

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Tue, 02 May 2023 11:58:12 GMT

Jeff Wilson, the principal of W2 group, addresses some frequently asked questions related to the SBA program. In part 1 of our 3 part series, he explains that though a business less than one year old can apply, it is not recommended, as the SBA generally looks for businesses that have been in operation for at least two years and have commercial success. He also talks about tax returns and the number of tax returns that need to be submitted for a two-year waiver. Wilson advises having a strong business case, exceptional performance, extensive business knowledge, and a plan for success to be successful in the SBA program.

Let us help you navigate the application process and grow your business

Watch Part One Now

Celebrating and honoring Black History Month: A roundtable discussion

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Fri, 10 Feb 2023 14:51:35 GMT

How does history influence the way accounting and bookkeeping professionals run their practices? How does history inspire all of us to learn from others and excel in our personal and professional lives?

To celebrate and honor Black History Month, Scott H. Cytron sat down with three leaders in the profession to discuss these topics—and much more:

Check it out – Celebrating and honoring Black History Month

6 Reasons why the cloud can improve your practice management | Intuit Article

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Wed, 26 Oct 2022 11:37:03 GMT

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in an Tax Pro Center Intuit.

Tax and accounting firm managers and sole practitioners are looking for ways to leverage cloud technology to increase their firms’ operational efficiency, product delivery and, hopefully, employee satisfaction. During the transformation of turning my firm, The WII Group (pronounced W2 Group), into a cloud-based firm five years ago, we instantly saw gains by moving to the cloud. Now, five years later, we have seen our firm’s efficiency and profits grow exponentially.

Check it out – How to Give Clients Better Insights

Marketing Your Practice

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Tue, 25 Oct 2022 09:46:00 GMT

This article is part of an ongoing series. In part 1 , I covered how to measure your firm’s performance, and in part 2 , I discussed seeking client satisfaction. In this article, I’ll go over marketing your practice.

This series is a prequel to my QuickBooks® Connect session: Measure Once, Cut Twice. Here’s more on marketing your practice.

Personally, my least favorite phase is marketing. I feel I’m a pretty good CPA with no lousy record. I believe clients should look at my website, read my bio, and make their purchasing decision. It all makes sense to me, but IT DOESN’T WORK LIKE THAT!

As our marketing team often reminds me, we must build a marketing program, test it, and then measure it.

Check it out – Marketing Your Practice

Seeking Client Satisfaction

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Tue, 25 Oct 2022 09:35:53 GMT

This article is part of an ongoing series. In part 1 , I covered how to measure your firm’s performance, and in part 3 , I discussed marketing your practice. In this article, I’ll go over how to seek client satisfaction.

This series is a prequel to my QuickBooks® Connect session: Measure Once, Cut Twice. Here’s more on seeking client satisfaction.

As a practice manager, I like to track client happiness/client satisfaction . This measurement allows me to understand how my team delivers our services to our clients, how my clients are receiving that service, and if they feel they are getting the best service possible.

Check it out – Seeking client satisfaction

7 Most Common Reasons Your 8(a) Application Is Rejected - Video Guide

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Fri, 14 Oct 2022 20:03:19 GMT

Has your 8(a) application been rejected? The good news is that you have options, but you have to act quickly. We've outline the 7 most common reasons an 8(a) application is rejected and what you can do to fix it. We recommend that you have it reviewed by a CPA before submitting, but if you opt to DIY it, here’s what you need to know.

#1: Tax return does not reconcile with your Quickbooks Income Statement

First of all, an 8(a) application will commonly be rejected if your income from your tax return does not reconcile with your Quickbooks Income Statement and/or you did not prepare your financial documents in accordance with GAAP.

#2: Tax return does not match the NAICS code

The second most common reason for an 8(a) application to be rejected is because the activity code used on your tax return does not match the NAICS code in Sam.gov or the SBA DSBS system. It’s important to make sure you’re using the correct NAICS code for your business and using it consistently.

#3: Equity section won't line up perfectly

The third most common reason for an 8(a) application to be rejected is because the Equity section of your balance sheet does not reconcile from year to year. This aspect of your financials is sometimes put on the back burner, but it should be reviewed to ensure that the Equity section lines up perfectly with GAAP from year to year.

#4: Missing an updated Certificate of Good Standing

The fourth most common reason for an 8(a) application to be rejected is because you’re missing an updated Certificate of Good Standing. This certificate must be from the state in which your firm is authorized to do business and it must be kept current.

#5: Outdated financial statements

The fifth most common reason for an 8(a) application to be rejected is that your financial statements aren’t up to date. These documents don’t have to be exact down to the day, but they should reflect your financials from the end of your most recent quarter. The ability to provide these up-to-date financials demonstrates to the SBA that your firm is a well-oiled machine capable of handling federal government prime contracts.

#6: Follow the SBA’s documentation checklist

If you choose to submit your 8(a) application on your own without the help of an 8(a) small business consultant, make sure you go through the SBA’s documentation checklist, which is found on their website and included with your application. If you’re unfamiliar with some of the documents on the list, you can consult with us to make sure your application is complete.

#7: “Opening Balance Equity”

Whether you’re wondering what went wrong with your application or just preparing to submit it, we hope this information helps you!

The seventh and final common reason an 8(a) application is rejected is because your balance sheet has an “Opening Balance Equity” account showing. This kind of account is automatically set up by Quickbooks and should only be temporary with a balance of zero, therefore it should not show up on your balance sheet.

Click on the video for more information!

If you want to review your 8(a) application for thoroughness and accuracy before submitting, contact The W2 Group today!

Budget Planning for Non-Profit Organizations and Associations

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Tue, 04 Oct 2022 11:24:38 GMT

Budget Planning for Non-Profit Organizations and Associations

Budget planning can be tricky for any organization, but, in the case of nonprofits , there are many considerations you must take into account. Because your goal as a non-profit organization is sustainability, you must plan a budget that focuses on the primary objectives of the association and provides financial and programmatic adaptability. This is where your budget committee comes in.

What to Consider When Selecting your Budget Committee

The first thing to consider when budget planning for your non-profit organization or association is who will be the most optimal members of your budget committee. When choosing volunteers to serve on your budget committee, consider these things:

Are they familiar with your association’s prior years’ activities along with any changes that are being contemplated as part of your strategic plan? Your budget committee members should be familiar with your association’s past, present, and planned future so that they can accurately plan the budget and help you achieve your objectives.
Do they have a genuine desire to serve the association as a whole, or are they focused on lobbying for one particular project? Volunteers who are selected to serve on your budget committee should be focused on budgeting for your association as a whole.
How knowledgeable are they about nonprofit accounting services and/or budgeting in general, whether it’s on a personal or business level? You should strive to pack your budget committee with volunteers who are knowledgeable and experienced in budgeting.
Do they know or understand the (3) Basic Financial Statements (Statement of Activities, Financial Position, and Statement of Cashflows)

Things Your Budget Committee Should Consider When Budget Planning

Once you have your budget committee in place, it is their crucial task to develop the budget for the next year (or perhaps multiple years). There are many considerations they need to address while planning the budget and preparing it for presentation to the board for approval. They need to:

Determine the timeframe for the budget. Will it be a one-year budget or a multi-year budget? The timeframe for the budget will usually take into consideration the calendar year, the fiscal year, and the board approval process. For example, the federal government’s fiscal year ends on September 30, while many non-profits have a fiscal year ending June 30. If your association plans on submitting grant applications prior to the mid-January deadline, a fiscal year ending June 30 is ideal to allow time to complete an audit.
Develop the timeline of goals and objectives for the timeframe of the budget being planned, along with projected estimates of how much each goal or objective will require to achieve. They can use the previous year’s budget as a jumping off point, but it’s still very important to factor in any new projects or activities that are being planned and estimate each expense needed to achieve those goals.
Estimate the dates and amounts of revenue to be generated, being realistic about these expectations rather than optimistic. Your budget committee should be aware of your major contributors and how much they typically contribute, while also considering whether those contributors have had a good year or a bad year, as either scenario could affect their contributions going forward (they might be able to contribute more, or they may have to decrease their contributions). They need to consider the economy in general as well. If your association has a history of public contributions and/or fundraising efforts, a decline in the economy could negatively impact this revenue.

Additional Duties and Responsibilities of Your Budget Committee

Your budget committee will need to consider various other aspects of the budget that tie into your strategic plan, such as:

What kinds of grants are you expecting to receive, and what are the terms of these grants? Does the grant require an audit? Can these funds be used for anything, or are they restricted to only certain purposes? Does the grant allow for overhead expenses? Is it feasible that the requirements of the grant could overwhelm your association, as grants from large government agencies sometimes do, or could this additional funding make your contributors believe that you no longer need their contributions?
Anticipating all costs that may come into play during the budget timeframe, including direct costs (costs related to a specific project or program), capital expenditures (items that will continue to benefit your association after the budget timeframe, i.e. cars, real estate), indirect or overhead costs (costs that are not directly associated with a particular project but are necessary to complete it, i.e. Internet access, phones), and contributions of goods or services, as these are recorded on Form 990 as revenue when received and as an expense when used.
Completing the budget well in advance so there is ample time to present it to the board of directors and make any changes necessary for board approval.

The Ongoing Need for Budgetary Review

Once your budget is complete and has won board approval, your budget committee’s work isn’t done yet. They also need to:

Determine if an audit committee is needed or if some of your association’s grant funding requires an external audit.
Re-review the budget regularly and compare the actual numbers achieved VS the budgeted numbers to determine the variance. It would be nice if the planned budget always came together perfectly on track, but this is rarely the case. By determining the variance sooner rather than later, it becomes possible to proactively adjust the budget during the budgeted timeframe.
Ensure that your association is in compliance with all federal, state, and other reporting requirements.

We hope this helps you with your non-profit budget planning so that your association can accomplish all of your goals!

How Your Chart of Accounts Can Make or Break Your Contract Proposals

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Tue, 04 Oct 2022 11:20:34 GMT

How Your Chart of Accounts Can Make or Break Your Contract Proposals

If you’re a government contractor, it’s important to know how to provide accurate rates to potential clients quickly in order to win more contracts and ensure that you win profitable contracts. Are you prepared to handle this kind of request when it comes up?

Accurate Rates Start With a Strong Chart of Accounts

As a government contractor, it’s so important to maintain DCAA compliant accounting systems and have your chart of accounts set up correctly so that you can begin the process of bidding on a new contract right away. Your chart of accounts is the foundation of your accounting system. Without the right foundation, you won’t be able to pull the numbers you need out of your books. These numbers are the key to determining your contractor rates.

Best Practices for Setting Up Your Chart of Accounts

Your chart of accounts is a list of all account names and numbers relevant to your company. Many organizations use Quickbooks to set this up and maintain DCAA compliance in their government contractor accounting. Typically, this will include four different account types: assets, liabilities, income, and operating expenses. When you’re setting up your chart of accounts, you’ll want to assign a name and account number to each account and also differentiate which category each account falls under. Here are some best practices to use when setting up your chart of accounts:

When you’re creating your business account names, keep it simple, i.e., Bank Fees, Cash, Wages, Rent Expenses
When assigning business account numbers, commonly used number sequences used to categorize accounts are:
Assets: 1000 - 1999
Liabilities: 2000 – 2999
Income: 4000 – 4999
Operating Expenses: 6000-7999
Create sub-accounts instead of adding new line items every time you need to add something. For example, if you need to add a new rent expense, break that category down with sub-accounts for each rent expense you need to log and track.

You can download our free DCAA chart of accounts template here!

What Makes a Strong Chart of Accounts?

Now that you’ve seen the simplest way to set up your Chart of Accounts, let’s discuss what makes a strong Chart of Accounts that will make it easier for you to demonstrate your organization’s financial health and win profitable government contracts.

Keep it organized: Category, Account, Sub-Account. As you add and adjust accounts, avoid adding a new line item for each and every account because that can get messy and confusing quickly.
Include financial statements. Add a column for account statements that specifies which statement you’ll be using for each account-cash flow, balance sheet, or income statement. These statements will help you stay on top of your financial health. Your balance sheet will help you manage your asset and liability accounts, while your income statements will provide documentation for your expense accounts.
Track account movement. Your Chart of Accounts is a valuable living document that helps you stay on top of your organization’s accounts simply, and, therefore, accounts will need to be added or removed on a regular basis. If you need to add an account, do so as soon as it comes in. If you need to remove an account, however, wait until the end of the year or at least the end of the quarter just in case you need documentation from that account.

The Three Types of Costs and Why They’re Important

When you’re estimating your contractor rates and managing your Chart of Accounts, it’s important to understand the different types of costs involved and how they’re categorized. There are three different cost buckets used by government agencies to allocate costs:

Direct Costs – These are costs that are easily identifiable as they connect to the direct delivery of production, i.e., direct labor, travel, materials, and subcontractors.
Indirect Costs – These are sometimes referred to as “burdens” because they cannot be easily identified and connected to a specific contract or project. It’s important in your government contractor accounting to understand where these costs lie within your contracting budget and how they’re reported within your Chart of Accounts so that you accurately estimate your eligible costs and land profitable contracts. Generally, indirect costs fall under one of three categories: fringe benefits, overhead, or general and administrative costs.
Unallowable Costs – These are costs that the government does not reimburse, such as alcohol purchased at a business dinner.

Determine Your Wrap Rate to Win Profitable Contracts

If you’ve set up your Chart of Accounts properly and considered all of your applicable costs for the government contracts you’re hoping to secure, it should be simple enough to determine your wrap rate. Your wrap rate is what allows you to determine what you need to satisfy your payroll needs, overhead, and general and administrative costs in order to provide exemplary service to your government contracting clients. It also includes your fee, which is your profit. If you fail to keep up with your Chart of Accounts and underestimate your costs, you could end up in a long-term contract that’s unprofitable for your organization.

We hope this information helps you gain more understanding of government contractor accounting and your organization’s financial health and win more profitable contracts!

Featured Article in Tax Pro Center | Intuit: 3 Ways to Reduce Your Employee Knowledge Gap

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Wed, 21 Sep 2022 10:50:52 GMT

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in a Tax Pro Center Intuit article.

Learn three ways to help the employees in your tax and accounting practice stay up to speed on processes, industry trends and more.

In this age of fast-paced information, numerous cloud-based accounting systems, millions of apps, and changing accounting standards, it’s hard for the most technical accountant or greatest generalist (if they still exist) to keep up. It’s come to the point that keeping up with new technology is harder than keeping up with the technical side of accounting. So how do we, as leaders, keep ourselves and our teams up to par? At the W2 Group, we have found specialization training, ongoing training meeting and cross-training within the firm has helped reduce the employee knowledge gap of all employees in our firm.

Check it out – How to Give Clients Better Insights

Firm of Future Article: Measure Twice Cut Once

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Thu, 15 Sep 2022 17:17:39 GMT

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in Firm of the Future.

When operating the firm, you should understand that there are more areas/phases of the organization than just profitability. It’s more than sales and growth, and believe it or not, it’s more than QuickBooks Online reviews.

Check it out – H ow to measure your firm’s performance

Automation Tips and Tricks: Pandadoc

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Thu, 08 Sep 2022 22:38:47 GMT

Learn how Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC, principal of The W2 Group, LLC uses Pandadoc to to save time in your practice.

Check it out – Automation tips and tricks: Pandadoc

CBS Interview with Ellen Bryan Great Day Washington Host– Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Wed, 17 Aug 2022 17:07:31 GMT

Tax Strategy and How to Get the Most out of Your Retirement

- Tips, Insights, and Suggestions to Plan a Successful Retirement

Jeff Wilson II is principal of The W2 Group, LLC., a solution-driven accounting and advisory firm specializing in bringing cloud-based solutions and efficiencies to their clients, including associations and government contractors. The firm is an SBA-certified 8(a) Small Business and MBE-certified accounting firm headquartered in Upper Marlboro, MD. He recently sat down for an interview with Ellen Bryan in which he elaborated on the concepts of tax strategy and how to make the most out of retirement, how financial changes during retirement, including changes in tax deductions and income, can impact retirees and how pre-retirees can best plan ahead to set themselves up for a successful retirement.

Jeff shares about why the fortitude to think futuristically when it comes to tax planning and financial planning is such a critical trait to possess, the common mistakes he sees, and helpful tips on how to plan ahead and successfully reduce tax liability during retirement. He also shares tips on the best kinds of retirement accounts to utilize. For example, he suggests converting traditional 401k plans to Roth IRAs that do not have required minimal distributions. Check out the video below for more information on how to make the most out of your retirement!

Check it out – Jeff Wilson II’s CBS interview
New paragraph

Check it out – Jeff Wilson II’s CBS interview

Featured Article in Tax Pro Center | Intuit: How To Give Clients Better Insights

Tue, 16 Aug 2022 13:11:46 GMT

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in an Tax Pro Center Intuit.

As tax and accounting professionals, we all want our clients to be successful. Yet, while most small business CEOs are really knowledgeable about their particular product, service or business, I find that most lack skills around financial and business insight. How do they get insights to make decisions about their businesses? It’s time to “bring in the accountants.” In order for our clients to be successful, we need to get them to focus on the key performance indicators of the business.

Check it out – How to Give Clients Better Insights

The W2 Group is Changing the way Accountants Work with Small Businesses and Professional Associations

Fri, 05 Aug 2022 08:01:49 GMT

Accounting firm W2 Group, headquartered in Upper Marlboro, MD is now Certified as a LivePlan Expert Advisor, adding the innovative cloud-based application LivePlan to its suite of offerings for 501 (c) Associations, Labor Unions, Government Contractor, and Small Business Clients.

Created by Palo Alto Software, LivePlan helps small business owners easily develop budgets and forecasts, create goals for their business, and then track their progress on a dynamic dashboard that syncs with popular accounting systems such as Quickbooks and Xero. This shows small business owners where their financials stand compared to their original plan and previously set goals so that they can actively plan, track against that plan, and adjust their plan based on market need in order to meet their goals.

Our promise to you:

We’ll respond quickly to requests, explain what we do in plain English, patiently educate you and be knowledgeable about special accounting processes for your organization.

The W2 Group seeks to provide a full suite of accounting and financial services for small businesses. We pride ourselves on providing accounting, payroll, financial planning services, and more for our small business clients - all in one place! Our experienced and cohesive team manages and directs your financial affairs so you can benefit from cost efficiencies and create a lean cost organization to truly gain value and make profits for your organization.

The W2 Group approach integrates cloud-based accounting software with business planning and financial tracking software LivePlan.These cloud-based tools, coupled with expertise in accounting and financial management, gives both our Association and Government Contractor clients an advantage. Research from Cranfield University’s School of Management shows that small businesses who actively plan, track against that plan, and adjust their plan based on market need, grow 30% faster. Planning and tracking is what separates small businesses who are surviving from those who are thriving.

“LivePlan with performance tracking supports planning, budgeting, and forecasting which will be key in helping professional associations grow and having government contractors 8a certified.”

Jeff Wilson, W2 Group Principal

LivePlan is a valuable tool for small business owners who want to grow their business strategically because it provides them with a comprehensive and unique dashboard of information specifically designed for small businesses. “Accounting data alone is not sufficient enough to run a business,” said Sabrina Parsons, CEO of Palo Alto Software. “Business owners must also track how those actual numbers compare to their budget and forecast and their historical performance. LivePlan gives small business owners access to this information - in an easy to view format - without having to ask their bookkeeper or accountant to run multiple reports. With this, accountants are becoming strategic advisors, and helping small businesses in areas beyond taxes, bookkeeping, and audits.”

Team of Accountants, Bookkeepers and Advisors That Empower You

The W2 Group was founded by Jeff Wilson II in 2009. Prior to starting his own firm, Jeff worked in public accounting and private industry in the DC area. Jeff is a CPA Practice Advisor 40 under 40 honoree and Maryland Association of CPAs & Business Learning Institute board member. Focusing on financial excellence, he focuses on ensuring he and the W2 Group team are well educated and certified in his areas of practice. Jeff and his team are dedicated to making your business successful.

Contact the W2 Group today to learn more about how we can help you plan, track, and accomplish your association and business growth goals with LivePlan!

Featured Article in CPA Practice Advisor: Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA On Marketing and Sales

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Thu, 04 Aug 2022 09:39:53 GMT

Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC has been featured in CPA Practice Advisor.

To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA, owner of The W2 Group (www.wiicpas.com) in Upper Marlboro, MD. Jeff has a full-service practice with several niches...

Check it out – Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

Looking for a Forensic Accountant?

Mon, 15 Oct 2018 13:56:38 GMT

Forensic Accountants in Upper Marlboro, Maryland

Embezzlement. Hidden assets. Bribes and kickbacks. Ponzi schemes. Financial misstatements. And just plain theft.

Today’s complex business environment means there are more opportunities for dishonest people to use numbers to lie. We can get to the bottom of what’s going on.

How W2 Group helps

W2 Group is an accounting and bookkeeping firm based in Maryland. We offer a full range of traditional accounting services to businesses in Upper Marlboro, MD and surrounding areas however by utilizing the latest cloud accounting technology we also work with businesses across the US. We work with Attorneys, Federal Contractors and Not-for-Profits.

We ‘re government contractors ourselves, so we know what it takes to be approved and to keep records the right way. We spend time throughout the year working with you so you can reach your financial goals faster.

The Key to Winning Federal Contracts

jeff.wilson1.cpa@gmail.com (The W2 Group ) — Mon, 15 Oct 2018 13:56:38 GMT

The Key to Winning Federal Contracts and Making Money on Every Bid

Are you losing bids to other Federal contractors?
Do you struggle with bidding your overhead and indirect cost rates?
Do you know your actual rates for bidding on contracts?
Are you losing money on your Federal contracts?

Your accounting system is likely the problem. No off-the-shelf accounting software has everything you need to build a Federal accounting system consistent with Cost Accounting Standards (CAS) that meets DCAA requirements. It’s missing the correct chart of accounts.

Start with the right foundation

Your chart of accounts is the foundation of your accounting system. Without the right foundation, you won’t be able to pull the numbers you need out of your books. These numbers are the key to determining your contractor rates.

That’s why we created a template of the chart of accounts needed by Federal contractors. With the right chart of accounts, you’ll be able to easily determine your indirect cost rates and your overhead rates.

Easier bidding

You’ll also be able to tell the Federal government how much of your overhead and fringe costs are being allocated to that job. They want to know that every time you submit a bid.

Be more competitive

Maybe you’re losing bids because your rates are too high. With the right chart of accounts, you can compare your rates to those of your competition.

Enter your details below to download this template. You’ll have all the accounts you’ll need to get QuickBooks updated for successful and profitable Federal contracting. We’ve also included a video that shows how to import this into your QuickBooks, so you’ll know what to do with it.

mock-the-w2-group

Gain a Foothold in Federal Government Contracting- 8(a)Application FAQs Part 1

Let us help you navigate the application process and grow your business

Watch Part One Now

Celebrating and honoring Black History Month: A roundtable discussion

Check it out – Celebrating and honoring Black History Month

6 Reasons why the cloud can improve your practice management | Intuit Article

Check it out – How to Give Clients Better Insights

Marketing Your Practice

Check it out – Marketing Your Practice

Seeking Client Satisfaction

Check it out – Seeking client satisfaction

7 Most Common Reasons Your 8(a) Application Is Rejected - Video Guide

If you want to review your 8(a) application for thoroughness and accuracy before submitting, contact The W2 Group today!

Budget Planning for Non-Profit Organizations and Associations

Budget Planning for Non-Profit Organizations and Associations

What to Consider When Selecting your Budget Committee

Things Your Budget Committee Should Consider When Budget Planning

Additional Duties and Responsibilities of Your Budget Committee

The Ongoing Need for Budgetary Review

How Your Chart of Accounts Can Make or Break Your Contract Proposals

How Your Chart of Accounts Can Make or Break Your Contract Proposals

Accurate Rates Start With a Strong Chart of Accounts

Best Practices for Setting Up Your Chart of Accounts

What Makes a Strong Chart of Accounts?

The Three Types of Costs and Why They’re Important

Determine Your Wrap Rate to Win Profitable Contracts

Featured Article in Tax Pro Center | Intuit: 3 Ways to Reduce Your Employee Knowledge Gap

Firm of Future Article: Measure Twice Cut Once

Check it out – H ow to measure your firm’s performance

Automation Tips and Tricks: Pandadoc

Check it out – Automation tips and tricks: Pandadoc

CBS Interview with Ellen Bryan Great Day Washington Host– Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

Tax Strategy and How to Get the Most out of Your Retirement

- Tips, Insights, and Suggestions to Plan a Successful Retirement

Check it out – Jeff Wilson II’s CBS interview New paragraph

Check it out – Jeff Wilson II’s CBS interview

Featured Article in Tax Pro Center | Intuit: How To Give Clients Better Insights

Check it out – How to Give Clients Better Insights

The W2 Group is Changing the way Accountants Work with Small Businesses and Professional Associations

Our promise to you:

Team of Accountants, Bookkeepers and Advisors That Empower You

Featured Article in CPA Practice Advisor: Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA On Marketing and Sales

Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

Check it out – Mailchimp + QuickBooks Online Helps The W2 Group Manage Marketing and Sales

Looking for a Forensic Accountant?

Forensic Accountants in Upper Marlboro, Maryland

How W2 Group helps

The Key to Winning Federal Contracts

The Key to Winning Federal Contracts and Making Money on Every Bid

Start with the right foundation

Easier bidding

Be more competitive

Check it out – Jeff Wilson II’s CBS interview
New paragraph