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.

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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!