Accelerated Time-to-Licensure and Streamlined Compliance

BGW Advisors

• Industry: Professional services—accounting, tax, and advisory
• Company size: 75–80 employees
• Use case: CPA Exam, EA Exam, CPE

Meet BGW Advisors 

BGW Advisors is a mid-sized accounting and advisory firm serving growth-minded business owners across the Southeast. They provide tax, audit, business advisory, and personal wealth management services with a proactive, high-touch approach. Their mission is to help clients save money, make money, stay out of trouble, and have fun building thriving businesses and lives.

How Becker Works with BGW Advisors

The Challenge

BGW Advisors needed a trusted, comprehensive platform to support their team's professional development—from initial CPA Exam prep to meeting CPE requirements. They also wanted to ensure their team had access to high-quality, up-to-date, and flexible resources that would support their growth at every stage of their career. 

The Solution

To empower their team and elevate professional growth, BGW Advisors integrated Becker's CPA Exam Review, Enrolled Agent Exam Review, and CPE subscriptions into their operations. The exam reviews were incorporated directly into the onboarding and career development path for new hires while Becker's CPE platform served as the key resource for continuing education, providing on-demand access and topic variety. This strategic rollout, spearheaded by the Chief People Officer and supported by the leadership team, ensured that every staff member had access to top-tier learning tools from day one, creating a culture of continued growth and learning.

“Becker makes it easy for our team to level up—whether they’re chasing their CPA, staying on top of CPE, or now heading down the EA path. It’s streamlined, reliable, and doesn’t require us to micromanage anyone. That’s a win for us and them.” — Adam Boatsman, CEO

The Result

Since implementing Becker’s professional development solutions, BGW Advisors has seen tangible improvements in exam preparation, licensure speed, and continuing education compliance. Centralizing exam prep and CPE tracking into one reliable platform has streamlined processes, shortened the time-to-licensure for new hires, and significantly reduced administrative workload. 

Staff using Becker’s CPA Exam Review consistently achieve higher pass rates while standardized CPE management has also saved time and cut down on compliance-related follow-ups. By removing barriers to licensure and providing continuous access to current courses, Becker empowers BGW professionals to stay sharp, informed, and deliver exceptional value to clients within a thriving culture of ongoing learning. 

How Can Becker Help Your Organization Succeed?

Becker can help your team achieve greater career success, build valuable skills, and bring more value to your organization. If you would like to learn more about how we work with accounting firms, corporations and private businesses, government agencies, and universities, connect with Becker today!