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Jeff Wilson II

Jeff Wilson II

CPA, The W2 Group

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“Our Advisory Practice assists small business and agriculture clients seeking 8(a) Small Business Certification and USDA loan eligibility. We use LivePlan's platform to build an SBA approvable business plan that will guide how your operation will be run and provide strategic direction to ensure you meet your business performance goals.”

Our Advisory Practice assists small business and agriculture clients seeking 8(a) Small Business Certification and USDA loan eligibility.

We approach our work with a bottoms-up approach. We first evaluate your accounting data and systems to ensure you can meet the performance and reporting requirements of the Federal Government. Next, we complete a thorough analysis to determine your business's position in the marketplace and, finally, educate and empower you with performance metrics based on industry specifics. This data is the foundation we rely on to prepare a strategic plan that is both realistic and meets the approval criteria of certifying bodies and loan officers.

Industry Focus

  • Agriculture / Farming
  • Professional Services

Services

  • All services
  • Bookkeeping
  • Financial Forecasting and Performance Review
  • Loan Structuring and Applications
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • 2+ years
  • A nonprofit
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