Back to Menu
    The BIG 4 Why CPAs get fired
    We went there
    The Vault lock icon
    Level 1
    Complimentary Access
    Level 2
    Classified Full Access

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

    Explore

    Auditing and Assurance Firm in Charlotte, North Carolina

    Navigate change and strengthen the value of your businesses
    Auditing and Assurance

    Creating value. Mitigating risk. Revealing opportunities for growth. Our audit firm headquartered in Charlotte, NC does so much more than a physical inspection of your financial statements.

    We’ll evaluate your accounting entries and check the accuracy of your financial reports, improving your company’s financial information. Plus, our assurance services help drive confidence in your stakeholders that there are no misrepresentations in your financial records or instances of fraud.

    Our expertise:

    BGW’s business assurance services professionals draw on a long history of industry experience to help clients navigate change and strengthen the value of their businesses. By leveraging new technology and analytics, we deliver higher-quality audits, audited financial statements, and more with greater insights.

    No video selected

    Select a video type in the sidebar.

    How our Charlotte Audit Firm Helps You

    Identify Fraudulent Activities

    If your financial records aren’t properly organized, there’s a chance your business’s money has been misused without your knowledge. Our audit services will identify any instances of misrepresentation, misuse, and fraudulent activities. (Bonus: you’ll be able to alert authorities about the culprits and prevent these crimes from happening again.)

    Improve Quality of Information

    Our audit and assurance services improve the quality of information within your company, allowing you to make better executive decisions. We’ll increase the transparency, relevance, and value of the information you choose to disclose to your investors.

    Convince Stakeholders More Easily

    An audit performed by a third party (like us!) ensures there’s no bias in the review of your business’s financial information, which is extremely helpful in convincing stakeholders to support your projects as they can be sure they’re not supporting anything dubious.

    Whether you're in the Carolinas or across the country, let our audit firm perform a financial audit and assurance for your business. Call us at 704 552 0553 or email us at gary.frey@trustbgw.com today.

    Solutions

    In addition to providing world-class audit and financial reporting, as well as third-party attestation services, we keep our clients apprised of current audit and assurance issues to help them effectively navigate change and strengthen the value of their businesses.

    Revenue recognition

    Employee benefit plan audits

    Lease accounting standards

    Disaster recovery and business continuity, including cyber threats

    Overall fraud risk

    Our Proven Process

    Our Proven Process is designed to ensure our business auditing firm is intimately involved in your business and addressing important topics throughout the calendar year – through both direct, one-on-one meetings with you or at one of our educational events.

    03

    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. 

    We’ll revisit your service plan with you each year and determine the next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too

    See our full process
    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    01

    Let’s get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    03

    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. 

    We’ll revisit your service plan with you each year and determine the next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too

    See our full process

    Is our proven process typical? Anything but! Good for achieving your business’s vision? You bet. 

    Get in touch

    The reason we do what we do For our amazing clients

    star

    4.7/5
    Success Rating

    Current satisfaction score based on annual, anonymous client survey

    SUCCESS STORIES

    “They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

    Andy Hilliard - Accelerance
    SUCCESS STORIES

    “We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

    Nicole Bonesteel - HeartBright Foundation
    SUCCESS STORIES

    “The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

    Anonymous -

    “In-depth knowledge and overall great people; an incredible asset to our company.”

    Bill Worsley - President at Holliday Homes
    View All
    View All

    Our people are the nucleous

    Our people are the nucleus

    Our people are the nucleus

    We don’t think of them as employees. They’re innovators. They’re our family.

    Inside our ranks you’ll find 39 tax and attest experts, 20 Certified Public Accountants, one in-house tax attorney, one Certified Valuation Analyst, a team of wealth planners, bookkeepers, M&A experts, and more.  Whatever the financial needs of your business, the BGW team can solve them.

    What’s more, each and every one of our leadership team members has either started, run, sold, or turned around a business. We understand life in the trenches of business ownership because we’ve been there. That gives us a very different perspective and approach than traditional accounting firms. We just think differently. 

    Atypical Insights

    The latest insights & news
    Is Your Business Ready for an M&A? Factors to Consider
    Is Your Business Ready for an M&A? Factors to Consider

    Mergers and acquisitions. They aren’t just for Fortune 500 companies and big-time investment...

    Continue Reading
    Freight Expenses: What’s Affecting Your Costs?
    Freight Expenses: What’s Affecting Your Costs?

    Freight expenses can be unpredictable and varied based on local or global events. Sometimes,...

    Continue Reading
    How to Pay Yourself as a Business Owner
    Budgeting and Cashflow, Personal Finance, Tax Ideas, Business Strategy & Improvement, Cashflow, Profits, Strategy, Wealth Management & Planning
    How to Pay Yourself as a Business Owner

    One of the toughest questions business owners wrestle with is, “What do I pay myself?” It’s a fair...

    Continue Reading
    View all insights

    Tired of Typical?

    Is your current CPA just “okay?”

    It doesn’t have to be this way.

     

    Let’s see if we’re a fit
    Stay Connected

    Stay connected.

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

    Sign up for our updates.

    Click for the Business Profile for BGW CPA, PLLC
    BBB RATING: A+
    Copyright © 2023 BGW CPA, PLLC