BGW CPA, PLLC

BGW CPA, PLLC provides business advisory and certified public accounting services to support growth in the value of private, closely held businesses. Our mission statement is simple. We will help you achieve your goals, whatever they are. Our dedicated team and proprietary service delivery process are designed to help you take your business, and your life, anywhere you want it to go. Quality, integrity, responsiveness, and uncompromising professionalism are our core values. When you become part of our client family, we will work to exceed your expectations. We will deliver more tangible value than we charge in professional fees. That is our promise. What truly sets us apart from other accounting firms? BGW CPA, PLLC utilizes EOS®, the Entrepreneurial Operating System, a complete set of simple concepts and practical tools that assist entrepreneurs in completing their missions. EOS helps us to visualize our goals, execute our vision, and build our leadership team. Everyone is on the same page, and we stay focused on what matters. We can help you build the same framework for your company. Good accountants save you money and keep you out of trouble. Great accountants aim higher, helping you to define and execute your objectives, and ultimately make you more money. We pursue the latter. Services We believe a CPA firm should serve its clients by delivering results that are tangible and make a real difference. If we haven’t helped our clients increase revenue, reduce expense, improve cash flow, or avoid risk, we haven’t done our job. As a firm, we provide a range of services tailored to the needs of the client and the life-cycle of their business. Our Proven Process is designed to ensure that we are addressing these important topics throughout the calendar year – through both direct one-on-one meetings with you or at one of our educational events. Get To Know Each Other About You About Us Identify Value Setting Expectations Value Alignment Where Are We Today Current Assessment Goal Setting Quantitative Qualitative Diagnostics Planning Service Scope Set Start & Completion Dates Establish Service Team Ownership Concerns Establish Strategies Execution Attest & Tax Compliance Mergers & Acquisitions Strategic Planning Succession Planning Routine Updates Estate Planning Tax Planning

Address: 1616 Camden Road, Suite 510, Charlotte, NC 28203, USA

Phone: +1 704 552 0553
FAX: +1 704 496 2210