Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® Email and Phone Number
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® work email
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Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® personal email
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Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® phone numbers
I am a CPA and Trusted Business Advisor with a focus on helping Executives and Senior leadership build and maintain strong and profitable organizations by leveraging innovative cloud-based accounting solutions that allow management to lower the costs of back-office operations while maintaining strong internal control environments.We use a customized suite of accounting solutions that fits our clients operating requirements (Associations and Government Contractors): • QuickBooks Online • T-Sheets • Bill.com • BQE Core • Cashflow ForecasterWhether working with Associations such as (DYRS FOP Lodge 1) or Government Contractors such as (Cultural Practice LLC), we have a proven track record of creating a strong internal control environment that assists in meeting their financial reporting compliance needs whether it be the Department of Labor (DOL) or Defense Contract Audit Agency (DCAA). We have helped 50+ organizations meet their audit/compliance objectives while remediating their audit findings and internal control deficiencies.I am dedicated to helping Executives bring operational efficiency and profitability to their organization through innovative accounting solutions and sound financial advisement.If you wish to learn more about how to bring efficiencies and profitability to your organization, contact me at info@wiicpas.com or call at 240-244-9813. We can also be reached at www.wiicpas.com .
Family Law Forensic Accountants
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Managing DirectorFamily Law Forensic Accountants Jan 2023 - Present
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FounderGovierates Jan 2022 - Present -
ArbitratorFinra Mar 2021 - PresentWashington, District Of Columbia, Us -
PrincipalThe W2 Group, Llc Aug 2009 - PresentUpper Marlboro, Maryland, UsThe W2 Group is dedicated to being our clients Trusted Business Advisor. As a result, we specialize in providing our clients with accounting, tax, and personal finance counseling services. Our skill set allows us to deliver quality accounting services to small businesses, in addition to addressing the individual tax and personal finance goals that individuals and business owners have.We vigorously work to provide our clients with a service in an efficient manner that will save their resources, while continuing to help our clients meet all of their financial goals whether personal or business. -
GraduateGoldman Sachs 10,000 Small Businesses Baltimore Jan 2020 - Apr 2020Graduate of the Small Business Program that focuses on learning and developing small business entrepreneurship skills such as developing Strategic Growth plans, Leadership, Organizational Development, Job Creation, Operations & Processes, Financial Management, and Growth Plan development.
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Personal Financial Counselor-On DemandZeiders 2013 - 2013As a Personal Financial Counselor provide education, support and assistance on personal finance solutions and access to personal financial counseling. PFC services include professional, individualized financial planning and consultation services, including assistance with money management, credit and debt liquidation, analysis of assets and liabilities, and establishing and building savings plans.
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AccountantNational Credit Union Admin Apr 2011 - 2013Responsible for managing the financial accounting functions including: general ledger maintenance, cash management, accounts payable, and accounts receivable for a fund with over $11 billion in assets. Responsible for all accounting operations and operational needs. Developed processes and documented procedures including system automation and internal control compliance for audit preparation and execution. Prepares high-level financial presentations for senior management and CFO. -
MemberAssociation For Financial Counseling And Planning Education 2011 - 2012Personal Finance Counseling and Coaching
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AccountantBureau Of Economic Analysis Aug 2009 - Apr 2011Suitland, Md, UsResponsible for reviewing and analyzing GAAP financial statements for multinational U.S companies. Performed vertical, horizontal, and performance analysis on various multinational companies to gain a greater understanding of operations, and performance of corporate entities. Participated in various special projects and task groups to improve technical accounting issues related to financial reporting. In addition, contributed to the preparation of the estimates of financial and operating data for U.S. multinational companies and their foreign affiliates used in the U.S> Current Accounts. -
AuditorKpmg Dec 2006 - Aug 2009New York, Ny, UsConducted financial statement audits for private corporations and several federal government entities in accordance with GAAP, OMB Circular A-123, and the CFO Act of 1990. I was responsible for conducting internal control testing; variance analysis and substantive testing; for manufacturing and federal entities. In addition, I also reviewed and analyzed general ledger transactions and financial statements for completeness, accuracy, and proper presentation in accordance with Generally Accepted Government Auditing Standards and the U.S. Standard General Ledger. -
Auditor-InternBond Beebe May 2006 - Aug 2006Conducted financial statement audits for Not-for-Profits, Union Trusts, and Public Colleges. Assisted in the planning and completion phases of financial statement audits. Performed audits to test the compliance of college financial aid policies in accordance with federal laws and regulations.Performed audit procedures to detect fraud in areas such as cash, procurement, and property, plant, and equipment.
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Project ManagerBowie State University Aug 2003 - Aug 2006Bowie, Md, UsServed as the manager of 17 employee department as a direct report to the V.P. of Finance.Created and implemented departmental regulations and internal controls. Directed university laptop initiative that loaned over 1,000 laptops to the student body. Created and managed departmental budgets over $300,000. Conducted internal audits of the university’s physical assets to verify the accuracy of property, plant, and equipment reported by the university.
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® Skills
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® Education Details
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Bowie State UniversityAccounting
Frequently Asked Questions about Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa®
What company does Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® work for?
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® works for Family Law Forensic Accountants
What is Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa®'s role at the current company?
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa®'s current role is CPA Practice Advisor 40 under 40 I Certified Level 1 & 2 NFP Expert | Fraud Examiner | Financial Planner that helps Organizations and Entrepreneurs meet their financial goals through innovative- comprehensive solutions..
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Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa®'s email address is jw****@****ers.com
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Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa®'s direct phone number is +120230*****
What schools did Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® attend?
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® attended Bowie State University.
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Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® has interest in Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, The Arts, Home Decoration, Health, Cooking, Electronics.
What skills is Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® known for?
Jeff Wilson Ii, Cpa/Pfs, Cfe, Cgma, Cdfa® has skills like Financial Reporting, Accounting, Auditing, Financial Accounting, Internal Controls, Gaap, Financial Analysis, Financial Statements, Finance, Account Reconciliation, Tax, Cpa.
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