BGW Advisors

08/19/2026

Who’s the employee you’d panic a little if they quit tomorrow?

That’s worth paying attention to.

Because when too much knowledge, too many relationships, or too much “how we do things” lives with one person, they can take a chunk of your company’s value with them.

That’s what we’re talking about this week. 👇

Register using link in comments and we'll see you on Zoom tomorrow!

08/14/2026

Some tax strategies come straight out of the shallow end. 🏊‍♂️😎🤣

08/05/2026

AI has officially entered the group chat.

It's writing emails, summarizing meetings, helping with proposals, & analyzing data. Some businesses are even letting it make decisions.

That's where things get interesting.

This week's webinar isn't another "AI is changing everything" conversation.

We're talking about when AI adds...and when it subtracts.

❓️Can AI increase the value of your business?
❓️Can it make you look better to buyers?
❓️Can it quietly create governance or trust issues that don't show up until later?
❓️Where should AI be doing the work—and where should humans still have the final say?

Join the conversation!

📅 Thursday, August 6
⏰ 11:00 a.m. ET
💻 Free on Zoom

Registration is in the first comment.

Bring your questions. We have a feeling AI won't have all the answers. 😅

08/04/2026

You know what #361 means?

It means we're one spot closer to having an even bigger impact on the businesses we serve.

This week, INSIDE Public Accounting recognized BGW Advisors as one of the Top 500 accounting firms in the country.

We're grateful for the recognition.

But we'd trade talking about rankings any day for talking about your next hire, your cash flow, your tax strategy, your succession plan, or that opportunity you're trying to decide whether to chase.

That's where we do our best work.

Thank you to every client who's trusted us to be part of the conversation and to our team for proving every day that accounting can be Anything But Typical.💚

08/03/2026

We love celebrating our people!

Congratulations to Matt Pugh and Andrew Jarrett for being selected to Ascend's Rising Stars leadership program, which brings together emerging leaders from firms to learn, collaborate, and prepare for what's next in the profession.

These guys represented BGW well, and we couldn't be prouder.

BGW Advisors

07/22/2026

It's not a solution for every company, but Trump Accounts offer some pretty unique tax advantages when done correctly... for both employer and employee.

But perhaps more importantly, the raise an interesting question: When planning your benefits package, is tax strategy part of the equation?

Link in bio and first comment.

BGW Advisors

07/17/2026

One of the things we love about Charlotte is how many people are quietly making a difference every day.

This week, a few of our Charlotte teammates spent the morning volunteering at Second Harvest Food Bank, helping sort and pack food that will make its way to families across our community.

We're grateful for organizations like Second Harvest and for every volunteer who shows up there daily.

❤️ Thanks for letting us be a small part of it.

07/15/2026

Imagine an NFL coach walking into the locker room at halftime and saying:

"I know the first half didn't go the way we expected... but let's not change a thing."

😵‍💫

It would never happen.

They've just spent two quarters collecting information.

Business isn't much different.

The first half of the year has already told you something about your customers, your team, your cash flow, and your priorities.

The question is whether you're going to use that information... or keep running the January game plan.

That's what we're talking about this week.

Join Adam Boatsman, Gary Frey, and Jack Santaniello as they tackle five decisions every business owner should revisit before the second half of the year gets away from them.

📅 Thursday, July 16
🕚 11:00 a.m. ET

We'll be live on LinkedIn, or register on Zoom (link in the comments) and we'll send you our post-game recap afterward.

BGW Advisors

07/08/2026

Raise your hand if you've ever said,
"We'll revisit that next quarter."

🙋

Well... welcome to next quarter.

Tomorrow's webinar is for business owners who have a list of decisions they've been meaning to make but somehow keep getting bumped by "urgent" things.

(And pro tip: it's costing you money.)

We'll help you figure out which issues can't wait anymore.

11:00 a.m. ET.
Thursday, July 9

It's free! Registration in comments.

07/07/2026

Ever cleaned out a closet and found things you forgot you even owned?

Business dashboards can be like that. They start with a few numbers you actually need. Then another report gets added. Then another.

Before long, you're tracking dozens of metrics and still aren't sure how the business is really doing.

In this 30-second video, Adam shares a simpler way to think about KPIs and why fewer may actually tell you more.

If you've ever looked at a dashboard and thought, "Now what?", this one's for you.

👉 Want the full conversation? We'll link the complete video in the comments.

https://youtube.com/shorts/4MfBykaDR3I?is=hzkrVFjyOXjHDe5S

BGW Advisors

Most business owners are drowning in data — 40-item dashboards, met...