Charlotte Accounting Firm BGW Advisors

BGW Advisors is a Charlotte accounting firm — not a branch office, not a regional brand with a Charlotte address. We’re headquartered here in Wesley Heights, and we’ve spent years working with business owners across Charlotte who are tired of reactive accounting and surface-level advice.

Most accounting firms record history.

We help business owners make better decisions before problems become expensive.

That means proactive tax strategy, accounting support and fractional Controller & CFO services, cash flow visibility, and advisory work built for owners who want more clarity, fewer surprises, and a team that actually responds when they call.

It’s what we mean when we say, “Anything But Typical.”

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Charlotte

Services We Offer in Charlotte

BGW’s Charlotte office offers a full range of accounting and advisory services for business owners who are tired of reactive advice, surprise tax bills, and feeling like nobody is helping them think ahead.

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Tax Services

Tax planning, scenario modeling, and tax preparation for businesses and their owners designed to prevent overpaying taxes simply because nobody planned ahead.

Our motto is you have to pay taxes. You don’t have to leave a tip.

 

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Accounting Support and Fractional Financial Leadership

Bookkeeping and fractional Controller and CFO-level support for growing businesses that need better visibility into cash flow, profitability, and decision-making. No full-time hire required.
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Bookkeeping

Clean books, monthly close, and account reconciliations for Charlotte businesses that are tired of guessing whether the numbers are right.
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Business Strategy

Advisory support for owners who want more clarity, more accountability, and more control over where their business is headed.
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Auditing and Assurance

Financial statement audits and review services delivered with a process that’s clear, responsive, and far less painful than most businesses expect.
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Estate Planning

Trusts, succession planning, gifting strategies, and buy-sell agreements designed to protect what you’ve spent years building.
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Financial Planning

Long-term financial strategy for business owners who want their business goals and personal goals working together instead of against each other.
INDUSTRIES WE SERVE

Industries We Serve in Charlotte

BGW works with growth-minded owners of closely held businesses across Charlotte who want more than a once-a-year tax meeting and a delayed email response.

The industries may vary.

The common thread usually doesn’t.

Owners who want proactive advice, better visibility into the business, honest conversations, fewer surprises, and a relationship with their accounting firm that actually feels like a relationship.

While we work with businesses across a wide range of industries, some of our deepest experience includes:

01 construction
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Construction and Contractors

Project-based cash flow, entity structure, and year-end tax planning for builders and trades who are tired of surprises.
02 real estate
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Commercial Real Estate

Depreciation strategy, cost segregation, and investment structure for operators and investors who want their tax plan working as hard as their portfolio.

03 Dental
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Dental Practice

Tax planning, practice valuation, and advisory for practice owners navigating growth, ownership, and succession
04 Businesses
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Small and Mid-Size Businesses

Closely held businesses looking for proactive guidance, strategic thinking, and a team that helps them stay ahead instead of constantly reacting.

TEAM

Meet the Charlotte Team

BGW’s team works across all of our offices throughout the Carolinas, so clients benefit from the experience and perspective of an entire advisory team — not just one person.

That means broader expertise, more proactive thinking, and access to specialists across tax, accounting, strategy, financial planning, and business advisory services.

Because most business owners don’t need another once-a-year relationship.

They need people who help them think ahead.

Meet the Team
LOCATION

Our Charlotte Office

500 S. Turner Avenue, Suite 100,
Charlotte, NC 28208
704.552.0553

Monday–Friday
8:30 AM – 5:30 PM

Located in the historic Savona Mill in Wesley Heights, just west of Uptown Charlotte.

BGW is trusted by customers with a 4.9-star average rating on Google. SEE ALL REVIEWS

“Jon McCarty, Gary Frey and the BGW CPA team have been fantastic to work with and accessible when a need arises. While working through business and personal items, Jon has been knowledgeable, patient and thorough. Would definitely recommend working with their team!”

Barry Meisel

“Ken Laglenne has worked with me and my clients in a Fractional CFO capacity and let me emphasize how excellent he is. Not only does he adds value through his knowledge, experience and depth of creative problem solving, he possesses a rare level of business maturity-even a kindness- that is refreshing in a very stressful industry. Five Stars !”

Robert Settle

“This is a great accounting practice that can help businesses grow and give them the practical advice they need.
If you’re a business owner and you want to focus on running your business and let someone else focus on taxes…then this would be a great team for you to run along beside.”

JoePat Roop

“BGW has been a great partner. They have been very helpful in preparing not just our personal taxes, but our corporate taxes as well. It has been a great relationship for us the past three years and we would highly recommend them for your accounting needs.”

Chris Scott

“I have been working with BGW for years and always recommend them to people. They have always been great for me to work with and their expertise and service is top notch!”

Daniel McCollum

Ready to work with a Charlotte CPA who is anything but typical?

Schedule a Consultation