Business Growth & Tax Strategy Services

Increase productivity, revenue, and growth through our CEO and business management advisory services in Charlotte and beyond.

We Grow Businesses—Starting with Yours

Wait—an accounting firm offering business advisory services? You bet.

At BGW, we don’t just believe in the value of a great business advisor—we have one ourselves. Why? Because even with decades of experience, we know how powerful it is to get outside perspective, stay focused, and be held accountable to what actually matters.

Our business growth services team gives business owners the tools, structure, and support to stop spinning their wheels and start making real progress.

Burned by “advisory” programs in the past?

You’re not alone. Too many are all mindset, no follow-through. We take a different approach—pairing our Anything But Typical™ style with timeless principles, proven systems, and real-world action plans that actually move the needle.

The result? More revenue. More clarity. More control. And a business that works for you—not the other way around.

Ready for more “aha” moments in your business and your life? Let’s go.

 

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About BGW CPA: Business Accounting Firm and Business Growth Consultancy

Why You Need our Growth Services

Increased Motivation

Our business advisory services in Charlotte show you techniques and tools to effectively track and measure your successes and improvements.

Success and motivation feed each other. Tracking your personal growth is essential to success as it fuels motivation. Fueling your motivation makes you more likely to succeed. We leverage this to set you on a path of continuous improvement.

Better Leadership

We teach you how to become a better leader in all aspects. Our goal is to improve your emotional intelligence, teach you how to better delegate tasks, and help you find the best way to incentivize growth within your employees.

Gaining better leadership skills doesn’t just make you a more capable leader, it makes all your employees more capable. You’ll learn to implement systems that strengthen collaboration, productivity, and accountability within the whole organization.

More Productive Relationships

Being able to or only willing to work with people similar to you will limit your growth and effectiveness. Our growth advisory services will help you recognize and break that tendency so you seek out people with new ideas and learn new things– drastically accelerating your growth.

Find out how our growth advisor can help you overcome your weaknesses and utilize your strengths. Email us at gary.frey@trustbgw.com or fill out our contact form.

BGW Staff Outing

Grow With Us

Our growth model focuses on identifying pain points and refocusing the leadership team. Working closely with you, we identify the unique aspects of your business that must be managed and strengthened to become great. Our 5-step model works for big and small businesses, in any industry.

  • Step 1: Let's talk -- about you, about us, and whether we're a good fit for one another.
  • Step 2: Let's go -- prioritize issues, design tools and processes, tackle the "pre-work".
  • Step 3: Let's build -- thrive/wither exercises, accountability charts, people planning, scorecards, and more. This is the foundation of YOUR specific growth program.
  • Step 4: Let's plan -- multi-session vision planning to include Rockefeller Habits, building core values, quarterly and annual goals and priorities, longer-term plans, and more.
  • Step 5: Let's meet -- monthly, quarterly, annually to build team, create strategy, and implement action.

Our Proven Process

Our executive growth services headquartered in Charlotte are designed to ensure that we are 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.

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. We’ll determine whether our CEO and management growth services are for you and what your expectations are.

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 service team with great care to find the people most suited to provide you with opportunities for growth. We’ll revisit your service plan with you yearly, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

TrustBGW Team

We Don’t Just Grow Businesses—We’ve Grown Our Own

We’ve been in the trenches—scaling teams, hitting revenue ceilings, and pushing through plateaus. That’s why our advice actually moves the needle.

At BGW, we’ve got all the financial expertise you’d expect—CPAs, auditors, bookkeepers, a tax attorney, wealth advisors, and M&A pros.

But here’s what sets us apart: several of our leaders have been in your shoes—starting, scaling, fixing, and even selling businesses.

That kind of firsthand experience? It changes the conversation.

We don’t just advise from the sidelines. We know what it’s like to carry the weight of a business—and we show up ready to help you carry it smarter.

 

Unlocking strategy with insights

Inside The Vault are our best pieces of advice, from practical tax applications to long-term planning strategies. Podcasts, blogs, newsletters, eBooks, Q&A videos…they’re all inside.

The Latest Insights & News

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Missed the Fireworks? The One Big Beautiful Bill Changes the Tax Game
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Financial Modeling: The Tool Every Small Business Needs

You juggle multiple responsibilities as a small business owner, from managing operations and...

Read More
Turn Summer into a Career-Boosting Season
Turn Summer into a Career-Boosting Season

Just beginning your accounting career? Know this: few opportunities offer the same practical...

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Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

Let’s see if we’re a fit

Stay connected.

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

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

Our passion lies in partnering with growth-oriented, private, closely held businesses that are frustrated by being stagnant and are ready for lasting change in their businesses and their lives.

BGW is the brand name under which BGW CPA Co, LLP and BGW Advisors, LLC provide professional services. BGW CPA Co, LLP and BGW Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BGW CPA Co, LLP is a licensed independent CPA firm that provides attest services to its clients. BGW Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the BGW brand are independently owned and are not liable for the services provided by any other entity providing the services under the BGW brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by BGW CPA Co, LLP and BGW Advisors, LLC.

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