Back to Menu
    The Vault lock icon
    Level 2
    Classified Full Access

    For the business owner ready to implement key strategies and concepts with the right guidance and support.

    Explore
    The Vault

    BGW Announces Additional Partners

    CHARLOTTE, NC (August 1, 2016) - BGW CPA, PLLC, one of Charlotte’s fastest growing, premier providers of business advisory and certified public accounting services to private, closely held businesses, today announced that it has elected 6 new partners from its ranks to join the existing partnership.

    “This is a highly accomplished group of accountants and tax managers who have demonstrated excellence and integrity in all they do,” said Adam Boatsman, co-managing partner of BGW CPA.  “They are outstanding leaders, mentors and colleagues, and they personify our firm’s values.  We’re beyond thrilled to welcome them as additional partners in the firm.”

    The 2016 partners-elect are:

    Richard Blum, based in Charlotte.  Richard has over 30 years public accounting experience with both national and local CPA firms.  He specializes in tax consulting and business strategy, with particular emphasis on architectural, engineering, international, and professional services firms.

    Laura Bossert, based in Charlotte.  Laura has extensive practice in financial statements and assurance, and is particularly skilled in assisting employers in the understanding and compliance with the requirements of the Employee Retirement Income Security Act of 1974 (ERISA) as it applies to the administration of employee pension and welfare benefit plans.  She specializes in real estate, manufacturing, distribution, construction, service industry, and retail firms.  

    Carrie Dyckman, based in Charlotte.  Carrie has worked for nearly 15 years with privately held companies, specializing in audits, accounting, and financial reporting.  Her experience includes working with manufacturing, distribution, construction, and service industry firms, as well as not-for-profits.

    Dana Murray, based in Charlotte.  Dana has over 20 years of public accounting experience working with clients in various industries, including manufacturing, distribution, construction, and not-for-profit.  She specializes in audit.  

    Jeff Murray, based in Charlotte.  Jeff has over 20 years experience in public accounting, with strong emphasis in financial statements audits, reviews, and compilations.  He works particularly with real estate, construction, and non-profit clients.

    Patti Baker, based in Hendersonville.  Patti is an experienced auditor and tax manager of not-for-profit, professional services, and real estate firms.  She specializes in tax compliance, planning, and consulting.

    About 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. Its dedicated team and proprietary service delivery process are designed to help clients take their businesses (and lives) anywhere they want them to go.  Quality, integrity, responsiveness, and uncompromising professionalism are the firm’s core values.  BGW CPA, PLLC promises to deliver more tangible value than it charges in professional fees.   

    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 clients visualize their goals, execute their visions, and build their leadership teams.  

    BGW currently has 37 professionals and 16 licensed CPAs on staff.  It maintains two offices: in the historic SouthEnd neighborhood of Charlotte, and downtown Hendersonville, NC.

     

    You may also be interested in

    Stay connected

    Sign up for our updates.

    We have a pretty great insights that dig into issues, you really care about.