Our History
More than three decades of exceeding expectations
We may not be the biggest firm in the area, but we certainly have the biggest values. Check out how we got here.
For more than 35 years, closely-held businesses and their leadership teams have turned to BGW and its predecessor firms for guidance in solving their business and wealth management needs.
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.
BGW CPA + Wealth Managment
Through the Years
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.
1983
Adam Boatsman and brother-in-law Dale Gillmore found Boatsman Gillmore & Associates in Charlotte and Huntersville, NC.
2006
Boatsman Gillmore & Associates purchases Council CPA of Charlotte, NC.
2008
Boatsman Gillmore & Assoc. and Wagner Noble & Co. PLLC combine to form Boatsman Gillmore Wagner in November.
2012
Boatsman Gillmore Wagner receives Spirit of Entrepreneurship Award from Lake Norman Chamber of Commerce.
2013
Firm name changes to BGW CPA, PLLC to embody our core values of Balance, Growth, Wisdom.
2015
May 2015: BGW CPA, PLLC acquires Todd A Webb PLLC in Hendersonville, NC. BGW begins Hendersonville operations.
2015
February 2016: BGW CPA PLLC ranked as a top Charlotte accounting firm by Charlotte Business Journal.
2016
November 2016: Hawkins Conrad of Charlotte, NC and Myrtle Beach, SC joins BGW. BGW begins Myrtle Beach operations.
2016
September 2017: BGW CPA, PLLC named a “Top 100 Tax Website & Blog” by Feedspot.com.
2017
October 2017: BGW CPA, PLLC named in the “Top 20 Small Business Accounting Websites” list by Fit Small Business.
2017
January 2018: BGW CPA, PLLC named as one of the “Best Accountants in Charlotte” by Seattle-based Expertise.com.
2018
BGW CPA invests further into its clients by building out its Wealth Management department & fully comprehensive solutions.
2019
December 2020: Z.V. Smith & Company, CPAs join BGW.
2020
January 2021: M.D. Andersen, CPA, PA mergers with BGW.
2021
Don’t Settle. Accelerate.
We look forward to getting to know you
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