Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA

@jwilzcpa

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

ID: 1462764812

linkhttp://www.wiicpas.com calendar_today27-05-2013 17:58:23

905 Tweet

307 Followers

307 Following

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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!

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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!

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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

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
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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 ŌURA

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 <a href="/ouraring/">ŌURA</a>
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

This year was our second year managing our firm using monday.com . 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

This year was our second year managing our firm using <a href="/mondaydotcom/">monday.com</a> . 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
Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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!

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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! 😂

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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.

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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

Jeff Wilson II CPA/PFS, CFE, CGMA, CDFA (@jwilzcpa) 's Twitter Profile Photo

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 Samantha Bowling and want to try.