List of Services

• Jeff W. Wilson II, CPA/PFS, CGMA, CFE, CDFA Certified QuickBooks ProAdvisor
  Not For Profit Certificate (Level 1 & 2)
  
  Jeff Wilson is a Certified Public Accountant and highly certified financial professional. He is experienced in several financial areas that allow him to provide his clients with a comprehensive service that covers all their financial needs. Known to be a QuickBooks Online “fixer,” Jeff seamlessly manages monthly, quarterly, and year-end closing processes for his Not for Profits and Government Contractors. He provides clients with financial planning, tax preparation, CFO, and small business consulting services. Jeff is a frequent presenter at workshops and seminars on various financial planning and investment to diverse audiences. Jeff was named by CPA Practice Advisor Magazine 40 under 40 CPAs.
  Jeff W. Wilson II, CPA/PFS, CGMA, CFE, CDFA
• Nelson Davy Nelson Davy is an accountant with 15 years of Audit, General Ledger, & Financial Reporting experience. His career began at one of the largest Global CPA firms, where he lead Audit engagements as a Senior Auditor. He is also the Principal of Hudson Benefits Consulting, a strategic partner of the W2 Group specializing in corporate employee benefits programs. Nelson mentors and coaches small business owners and start-ups across Maryland as a Board Member of the Maryland Black Chamber of Commerce.
  Nelson Davy
• Theresa S. Johnson, PAFM Theresa Johnson serves as the client services assistant and Firm administrator. She has QuickBooks Online experience and is an Intuit Certified consultant. Her role is ensuring administrative requests are provided to the client on a timely and accurate basis. Her experience with The W2 Group includes reviewing and processing timesheets, processing payroll, A/P management, and integration with Bill.com, Receipt Bank for our client’s Portfolio.
  Theresa S. Johnson, PAFM