Bookkeeping Services in Charlotte and the Southeast

Providing professional bookkeeping services to small- and medium-sized businesses

You Build the Dream. We’ll Balance the Books.

You see, while accounting and taxes go hand in hand with bookkeeping, most accounting firms still rely on outside bookkeepers to compile and keep accurate financial records. Too often, this results in the accounting firm and the bookkeeping firm being out of sync–not a great combination for businesses.

Simple, easy financial resources & tools

Our team of experts will hold you accountable to achieving your goals with financial resources and analysis tools like:

  • Cloud-based accounting and bookkeeping software
    BGW partners with QuickBooks Online to make sure that your experience moving to the cloud is a smooth one. 
  • Secure online portal
    Submit your financial information to us quickly and easily with the convenience of a secure online portal. Plus, this gives us real-time access to your business accounts (bank, credit card, payroll POS), so we can access everything we need without having to remind you each month, saving you time and money (win-win!).
  • Fair fees
    We cater solutions unique to each client, making our fees fair and suitable for every budget. You’ll never pay for more than you need!

If you’re a small- or medium-sized business who seeks accurate, up-to-date record-keeping and a seamless, online experience–we’re the  accounting firm in Charlotte  for you.

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How Our Charlotte-Based Business Tax Services Help You

Better Cash Management

With our bookkeeping services, offered through our affiliated advisory firm, you’ll be able to:

  • Track deposits and payments
  • Create a business budget
  • Manage supplier and customer accounts
  • Get detailed records of your finances
  • Access a financial paper trail (it’s always good to be ready for IRS audits, although we hope they don’t happen!)

Improve Relations with Banks and Investors

Our Charlotte-based bookkeepers will identify business opportunities, figure out how to decrease spending, avoid cash-flow problems, and inform your decision making. Banks and investors are interested in your company’s financial health and are more willing to invest when your business is thriving.

Ensure Legal Compliance

We’ll make sure all your accounts are up to date and compliant with business tax laws, allowing you to properly calculate and pay your workers’ compensation, income taxes, payroll taxes, and sales taxes.

Reduce Risk

By accounting for every transaction, our bookkeepers will detect and track any instances of fraud and embezzlement, saving you from incidents that could potentially cripple your finances–just one of the many important reasons to have a bookkeeper!

Hire one of our bookkeepers today and take control of your finances. Email us at gary.frey@trustbgw.com or fill out our contact form.

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Solutions

We fully customize our bookkeeping services to meet the needs and timeline of their business.

  • Full Service Internal Accounting
  • Transaction Level Data Entry Monthly
  • Executive Reporting Integrated Tax
  • Planning and Compliance Sales and Use
  • Tax Compliance Industry Tailored
  • Custom Reporting

Our Proven Process

Our Proven Process is designed to ensure our bookkeepers in Charlotte, NC are intimately involved in your business–wherever it may be! - and addressing important topics throughout the calendar year through both direct, one-on-one meetings with you or at one of our educational events.

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.

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.

Customized Service Package

Each individual and business is unique, so we carefully select our approach and the members of your bookkeeping service team with great care. Each year, we’ll revisit your service plan with you and determine next steps, completion dates, and how we’ll communicate everything to you.

TrustBGW Team

More Than Bookkeepers. Business Builders.

We’ve scaled companies, fixed broken ones, and sold them, too. That’s why our bookkeeping isn’t just accurate—it’s aligned with your goals.

At BGW, we bring all the financial firepower you'd expect—bookkeepers, CPAs, auditors, tax pros, M&A experts, and wealth advisors.

But what makes us different is what we’ve done outside the spreadsheet.

A number of our leaders have been in the owner’s seat—scaling businesses, turning them around, and even selling them.

That real-world experience shifts everything. We don’t just keep your books clean—we keep them aligned with where you're headed.

Because we know the weight of running a company, and we’re here to help you carry it with confidence.

 

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