BGW CPA

What BGW CPA does

BGW CPA, PLLC (operating as BGW CPA or BGW Advisors, LLC) is a Charlotte, North Carolina-based accounting and business advisory firm founded in 2012. The firm serves growth-driven, private, closely held businesses across the Southeast United States, with particular emphasis on owner-led companies seeking long-term advisory relationships rather than transactional compliance work. BGW offers a comprehensive service suite including tax planning and preparation, auditing and assurance, business strategy, personal wealth planning, business growth advisory, estate planning, financial planning, bookkeeping, and outsourced accounting, controller, and CFO services.

The firm's go-to-market is relationship-led and content-driven. BGW differentiates through its 'Anything But Typical' trademarked positioning and a multi-channel content engine that includes an award-winning blog ('Atypical Insights'), a podcast series ('Anything But Typical,' 153+ episodes as of October 2025), weekly live Thursday webinars hosted by named principals Adam Boatsman, Jack Santaniello, and Gary Frey, and a tiered resource library ('The Vault'). The technology stack is standard professional services infrastructure — Karbon (current client portal), ShareFile (legacy portal), HubSpot (marketing automation), and accounting software integrations — with no proprietary platform or disclosed AI capabilities.

Revenue is generated entirely through engagement-based professional services fees (tax, audit, advisory, and outsourced CFO/Controller work). Specific pricing is not publicly disclosed; prospective clients are directed to contact the firm directly. The firm operates from a single Charlotte headquarters (1616 Camden Rd., Suite 510) with 51–100 employees, maintains a BBB A+ accredited rating, and serves nine marketed industry verticals including Construction & Trades, Healthcare, Manufacturing, Commercial Real Estate, Restaurants & Food, Dentistry, Technology & Software, and Professional Services.

Name

BGW CPA

Legal name

BGW CPA, PLLC

Website

https://trustbgw.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Short description

BGW CPA is a Charlotte, NC-based accounting and business advisory firm serving growth-driven, privately held businesses across the Southeast US with tax, audit, wealth, and outsourced CFO services delivered through a relationship-led, content-marketed practice model.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax planning
• Business advisory
• Audit assurance
• Outsourced CFO

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Billable professional services including tax preparation, auditing, bookkeeping, business advisory, and strategic consulting. Revenue generated through engagement-based fees for ongoing client relationships and project-based engagements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

BGW CPA provides tax planning and preparation, auditing and assurance, business strategy and growth advisory, personal wealth and financial planning, estate planning, bookkeeping, and outsourced accounting/controller/CFO services. The firm serves growth-oriented, privately held, closely held businesses across multiple verticals in the Charlotte, NC area and broader Southeast US, emphasizing year-round proactive tax planning over reactive compliance. Client engagement is delivered through direct advisory relationships supported by the Karbon client portal and a content ecosystem (blog, podcast, weekly webinars).

Product overview

BGW CPA operates as a professional services firm offering a comprehensive suite of accounting, tax, and business advisory services under the BGW brand. The firm provides Tax Services, Auditing & Assurance, Business Strategy, Personal Wealth Planning, Business Growth, Outsourced Accounting/Controller/CFO Services, Bookkeeping, Estate Planning, and Financial Planning. Client-facing digital offerings include the Karbon Client Portal (current) and Legacy ShareFile Portal for document access, along with The Vault resource center providing educational content, podcasts, and webinars at multiple access levels.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax planning and preparation services designed to help business owners minimize tax liability and remain compliant with tax regulations. Includes year-round proactive tax planning and personal/business return preparation.
• Auditing & Assurance External and internal audit services that ensure accurate financial statements and compliance with applicable accounting standards.
• Business Strategy Strategic advisory services to help businesses optimize operations, improve profitability, and plan for growth.
• Personal Wealth Planning Comprehensive wealth management and financial planning services for individuals and families, often tied to business-owner households.
• Business Growth Growth advisory services helping businesses scale operations, enter new markets, and increase revenue.
• Outsourced Accounting, Controller and CFO Services Full-service outsourced accounting functions including controller and CFO-level financial leadership for businesses that need senior financial expertise without a full-time in-house hire.
• Bookkeeping Ongoing bookkeeping and record-keeping services to maintain accurate financial records for businesses.
• Estate Planning Estate and succession planning services to help business owners preserve wealth and plan business transitions.
• Financial Planning Financial planning services including retirement planning, investment strategy, and cash flow management.

Quantifiable outcome

• Client reportedly saved over $100,000 compared to other accounting firms

Named customers5 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• KarboncoreTechnology or IntegrationKarbon is the firm's current client portal platform, replacing the legacy ShareFile system. Clients receive invitations and set up accounts to access document sharing, workflow management, and client communication features.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aprio: Growth-focused CPA and advisory firm offering tax, audit, advisory, outsourced accounting, and wealth services to mid-market and growth-stage businesses — directly overlapping BGW's positioning and service catalog.
• Wipfli: Top-25 US CPA and advisory firm serving mid-market clients across multiple verticals with tax, audit, advisory, and outsourced accounting — highly comparable scale and segment to BGW.
• Eide Bailly: Regional CPA/advisory firm providing tax, audit, advisory, and outsourced services to closely-held and mid-market businesses — same target persona and service mix as BGW.
• Withum: Mid-market CPA and advisory firm with a strong growth-business/closely-held owner focus and industry verticalization similar to BGW's go-to-market.
• Forvis (formerly Dixon Hughes Goodman): Top US accounting/advisory firm serving closely-held and mid-market businesses with tax, assurance, advisory, and wealth services — direct competitor in BGW's target segment.
• Crowe: Major US accounting firm offering tax, audit, advisory, and consulting to mid-market and growth-oriented companies — overlapping service catalog and client profile.

Broad incumbents

• BDO USA: Large incumbent accounting and advisory network offering the full suite of tax, audit, and advisory services; competes with BGW for mid-market owner-led businesses but as part of a much broader portfolio.
• RSM US: Global mid-market-focused accounting firm with comprehensive audit, tax, and consulting — competes with BGW in closely-held/mid-market advisory engagements from a much larger platform.
• Plante Moran: Large US accounting, tax, and advisory firm with industry-specialized practices serving closely-held and mid-market companies — overlapping industry specialization approach at larger scale.

Regional players

• GreerWalker: Charlotte-headquartered CPA and advisory firm serving privately held businesses across the Southeast — direct in-market competitor with a comparable owner-led business focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@trustbgw
• Facebookfacebook.com/trustbgw
• LinkedInlinkedin.com/company/trustbgw
• Instagraminstagram.com/trustbgw
• Xx.com/bgwcpa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BGW CPA