Delayed tax filing? Out-of-date records? Not with BGW’s bookkeeping services. Let us take over your accounting function (every business owner’s enemy) so you’re freed up to run the business you’re passionate about.

You see, while accounting and taxes go hand in hand with bookkeeping, most CPA firms still rely on outside bookkeepers to compile and keep accurate financial records. Too often, this results in the CPA 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 CPA firm in Charlotte for you.

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Why Choose Our Bookkeeping Services in Charlotte?

Better Cash Management

With our bookkeeping services, 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.

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.

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.

See our full process

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.

Let’s get to know each other

Business Lifecycle & Gap Assessment

Customized Service Package

See our full process

Get a different kind of bookkeeper, one who delivers value through our proven process, listens to you, and helps you achieve your vision.

Get in touch

The reason we do what we do For our amazing clients

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

Typical CPAs are a dime a dozen. There are loads of them out there, and they all talk a good game, but after working with them for a time, something was always just “missing”. I never could put my finger on what that was, but now I know.

Andy Hilliard - Accelerance

“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

“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

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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.

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Bookkeeping Services in Charlotte and the Southeast

Delayed tax filing? Out-of-date records? Not with BGW’s bookkeeping services. Let us take over your accounting function (every business owner’s enemy) so you’re freed up to run the business you’re passionate about.

Why Choose Our Bookkeeping Services in Charlotte?