BGW CPA, PLLC

BGW CPA, PLLC

Accounting

Charlotte, NC 1,570 followers

We help you save money, make money, and stay out of trouble™.

About us

BGW CPA, PLLC helps middle market business owners who are frustrated that their existing CPA is unresponsive and cannot be counted on to help them make money, save money, and stay out of trouble. Our mission statement is simple: We will pay for ourselves. In almost every one of our relationships this is true (and when we don't, we keep trying). When you are a part of our client family you will know that you have a team of professionals who fight every day to improve your cash flow, decrease your expense structure, and reduce your financial risk. We work through a proprietary process that is designed to help you take your business anywhere you want to go. If you want your business to simply stay the course, our process is designed to help you reduce the risk that something will adversely impact whichever course you are on. If you are just starting out, our process is designed to help you put all the foundational elements in place for long term success. If you are already successful and looking to take your business to the next level, our process is designed to help you put processes and procedures in place to work 'on the business' instead of 'in the business'. If you are looking to get out of the business, our process is designed to help you increase and maximize value in the shortest amount of time. We serve almost every major industry but have a concentration in Construction, Sports / Entertainment, Professional Services, Manufacturing, Technology, and Hospitality.

Website
http://www.trustbgw.com
Industry
Accounting
Company size
51-200 employees
Headquarters
Charlotte, NC
Type
Partnership
Founded
2012
Specialties
Business Financial Improvement, Tax Strategies and Consulting, Development and Implementation of Key Performance Indicators, Succession/Exit Planning, Captilization Strategies, Audit and other Attestation Services, and Business Valuations

Locations

Employees at BGW CPA, PLLC

Updates

  • Critical update! If you haven't taken steps to comply with The Corporate Transparency Act, you may want to get your ducks in a row.

    View profile for Adam Boatsman, graphic

    CPA that helps business owners make money, save money, and stay out of trouble

    Last night's passage of a bill to avert a government shutdown has deep implications for business owners. Why? The Corporate Transparency Act. Previous versions of the bill included a 1-year deferral on reporting guidelines. That's been dropped. Still, a federal judge has ruled against enforcement. What the heck is a business owner to do? We tell you here (link in first comment). BGW CPA, PLLC #anythingbuttypical #corporatetransparencyact #BOIreporting #businessregulations #businessowners

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    1,570 followers

    If you could dub 2025 your Best Year Ever, what would that look like? More money, faster business growth, more personal time with family, better health? It's all possible, but only if you make time to focus on YOURSELF & the goals YOU want to achieve. And we have just the event for you to do that. Join us on Wednesday, January 8th, from 8:30 – 11:30 a.m. at our Charlotte office or online for Best Year Ever, a 3-hour brainstorming and strategy session led by Jim Dunn of Sandler by BGW Growth Services that's designed to help you identify & begin to change the most important (yet often unbalanced) elements of your life – your business, your family, your physical and emotional health, your faith, & friendships. Ready to learn more? Our own Gary Frey explains the value of this incredible morning in this quick video. SPACE IS EXTREMELY LIMITED & will run out. Don't delay! Questions? Post them below! BGW CPA, PLLC #anythingbuttypical #bestyearever #businessgoals

  • You've heard us talk about the ROI of engaged employees, and now Harvard Business Review backs it up—companies see a direct increase in sales per employee when they focus on improving culture. The best part? Most of these improvements don't come with extra expenses.   On October 25, 2024, from 10 a.m. to noon, we're hosting an event to help you break through common business traps—like outdated leadership styles or hitting a growth plateau—and finally achieve Organizational Excellence.   In just 2 hours, you’ll learn practical strategies to boost your team’s performance and potentially triple your bottom line. Don’t miss out—secure your spot and take the first step toward a stronger, more engaged team. Secure your spot now! Registration link in first comment. Great vid by Jim Dunn and Adam Boatsman, too! BGW CPA, PLLC

    View profile for Adam Boatsman, graphic

    CPA that helps business owners make money, save money, and stay out of trouble

    Did you know that training your team can boost productivity by 25%? That's based on a study by Harvard Business Review. The best part? It’s all about working smarter, not harder, & NOT killing morale. For companies that invest in good training (and there's none I recommend more than Organizational Excellence (OE)), this means BIG gains – like $30k in productivity improvements per employee. That's $300k for a team of 10! And because these gains are driven by existing employees, the additional value is pure profit. Imagine adding $1.5M to your company's value just by investing in training! Make time for this workshop on October 25th from 10 a.m. to noon at our Charlotte office to dive deeper into the ROI of training, enhancing employee engagement, and boosting your bottom line without adding extra headcount. It's a game-changing event with Jim Dunn. Registration link in first comment. BGW CPA, PLLC Sandler by BGW Growth Services #OrganizationalExcellence #ROI #EmployeeEngagement #TrainingForGrowth #Workshop #BusinessSuccess

  • Our hearts are broken for western North Carolina, the upstate of South Carolina, and all areas impacted by Hurricane Helene. Our Hendersonville office was affected as well as the homes of our teammates there. Clients & friends, please check your email for updates if you are able, and stay tuned, as we are gathering information on resources to help you rebuild. ❤️ Our Charlotte and Myrtle Beach offices would be happy to assist you, too. Prayers for all the path of Milton today. @bgw_cpa #carolinastrong❤️ #hurricanehelene #hurricanemilton

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    1,570 followers

    If you're a landlord in any capacity -- residential or commercial -- and you missed yesterday's webinar, you need to watch the replay. BIG changes may be coming that will impact you. Here’s what could change: 👉 The federal government--not states--will control rental regulations, including zoning & evictions. 👉 A national “just cause” law to evict tenants will be established. 👉 The time it takes to evict a tenant for non-payment will be substantially increased—to as long as a year—and the tenant could stay on the property during that time without ever making a payment. The President is likely to issue executive action orders to implement these changes. Special thanks to real estate attorney Michele R. (Sanna) Peltz for joining Adam Boatsman & Jack Santaniello this week. We missed you, Gary Frey! Remember, our webinars are posted on our YouTube channel each and every Thursday after they're recorded! Link to video in first comment.

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  • View organization page for BGW CPA, PLLC, graphic

    1,570 followers

    If you’re a business owner who loves surprises from the federal government that can significantly change the game &/or cost you money, this was the week for you! That’s because the Federal Trade Commission voted to ban noncompete agreements, effectively making it legal for employees to leave your company & immediately join a competitor or start a rival business. In another move, the administration finalized a rule to make significantly more salaried workers eligible for overtime pay. Surprise! Now, even if you love the unexpected (most business owners don’t), these are two massive developments you must prepare for. We got this! It’s week 205 of our FREE weekly webinars for business owners, and Gary Frey and Jack (Adam is taking a well-deserved break) will explore what these big surprises mean for your company and how you can stay in compliance and protect your bottom line. We’ll also revisit the Corporate Transparency Act’s first 100 days & its newest developments. Remember, non-compliance with the CTA could mean significant fines &/or jail time. UGH! Date: Thursday, 5/2/24 Time: 11 a.m. ET Cost: FREE (Registration link in 1st comment.) While these new rules won’t take effect immediately, they will impact you. Let’s confront them now and meet them head-on—together. Agree? #taxes #business #anythingbuttypical Shumaker, Loop & Kendrick, LLP BGW CPA, PLLC

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  • Four years ago, our phones rang off the hook. Our small business clients were panicking. How would they survive COVID shutdowns? We didn’t have all the answers, but we shared what we knew on live weekly webinars where business owners could get trusted advice from tax, business advisory, & legal experts.   We’re still at it 200 weekly episodes later!   Gone are the days of PPP, ERC, CARES, & other COVID-related topics (phew!), but we’re still bringing bold ideas to the table to help business owners save money, make money, stay out of trouble, & have fun. Tomorrow, we focus on FUN. It’s week 200, & Adam Boatsman, Gary Frey, & Jack Santaniello are taking the webinar to a live audience inside the karaoke lounge at The Hamilton, one of Charlotte’s most unique event spaces. Join us to experience a webinar like no other – hot seat questions, a disco ball, & giveaways included. (We promise no singing.)   Rumor has it The DunKings of Superbowl LVIII have caught wind of this event & could make an appearance. Will they show? Tune in to find out! Date: Thursday, March 28, 2024 Time: 11 a.m. EST Cost: Free. Registration link in first comment. In Charlotte tomorrow & want to join us live? A few spaces remain. Comment below for details. We’re so grateful for this platform & our audience. Let’s celebrate together! Agree? BGW CPA, PLLC Shumaker, Loop & Kendrick, LLP #business #growth #entrepreneur

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  • This one is going to be 🔥!! If all the tips & tricks around finding & maintaining top talent have failed your business, you’re not alone. Effective recruiting is a thorn in the side of most business owners. Why? For starters, we’re often hyper focused on the “nice to haves” – diplomas, certificates, years of experience – when we should be tuning into the lives of candidates & what makes them tick. We pitch jobs & perks instead of engaging candidates in ways that help us determine shared values, vision, & long-term compatibility. In other words, we’re doing it wrong! Don’t panic. It’s week 199 of our live weekly webinars, & Adam, Gary, & Jack Santaniello are back with special guest Marc Hutto of Reveal Global Intelligence (RGI), an Anything But Typical® recruiting firm in Charlotte, NC that uses non-traditional approaches to finding right talent for its small business & large corporate clients. Marc will share the secrets of RGI’s Purpose Driven Recruitment™ strategy & the tech tools they use to identify candidates & predict success. Bring your tax, legal, & business growth questions, too. We’ll answer them FREE! Date: Thursday, March 21, 2024 Time: 11 a.m. EST Cost: Free. Registration link in first comment. Forget everything you thought you knew about effective recruiting. It wasn’t working anyway. Agree? BGW CPA, PLLC Shumaker, Loop & Kendrick, LLP #anythingbuttypical #notyouraverageaccountants #recruiting

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