We may not be the biggest firm in the area, but we certainly have the biggest values. Check out how we got here.
For the business owner ready to implement key strategies and concepts with the right guidance and support.
We may not be the biggest firm in the area, but we certainly have the biggest values. Check out how we got here.
We are headquartered in Charlotte because that’s where we originally established roots, but you’ll find us serving a wide variety of clients throughout the Carolinas and the country. With offices in Charlotte, Hendersonville, and Myrtle Beach, we’re never too far away from our Carolina roots.
We’re proud of where we’ve been, and we’re excited for our future. Here are just a few highlights from our journey:
Larry Wagner, now retired, founds Autrey Wagner & Company in Charlotte, NC.
Adam Boatsman and brother-in-law Dale Gillmore found Boatsman Gillmore & Associates in Charlotte and Huntersville, NC.
Boatsman Gillmore & Associates purchases Council CPA of Charlotte, NC.
Boatsman Gillmore & Assoc. and Wagner Noble & Co. PLLC combine to form Boatsman Gillmore Wagner in November.
Boatsman Gillmore Wagner receives Spirit of Entrepreneurship Award from Lake Norman Chamber of Commerce.
February 2015: Firm name changes to BGW CPA, PLLC to embody our core values of Balance, Growth, Wisdom.
May 2015: BGW CPA, PLLC acquires Todd A Webb PLLC in Hendersonville, NC. BGW begins Hendersonville operations.
February 2016: BGW CPA PLLC ranked as a top Charlotte accounting firm by Charlotte Business Journal.
November 2016: Hawkins Conrad of Charlotte, NC and Myrtle Beach, SC joins BGW. BGW begins Myrtle Beach operations.
September 2017: BGW CPA, PLLC named a “Top 100 Tax Website & Blog” by Feedspot.com.
October 2017: BGW CPA, PLLC named in the “Top 20 Small Business Accounting Websites” list by Fit Small Business.
January 2018: BGW CPA, PLLC named as one of the “Best Accountants in Charlotte” by Seattle-based Expertise.com.
December 2020: Z.V. Smith & Company, CPAs join BGW.
January 2021: M.D. Andersen, CPA, PA mergers with BGW.
We have a pretty great podcast & insights that dig into issues you really care about.