Donna Bordeaux Email and Phone Number
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I firmly believe that you can have a wildly successful family-owned business while still taking a break, going on vacation, and having a life. I am here to help you make the most out of your business without it taking the most out of you.It’s my job to leverage accounting insight and strategic acumen to solve problems that every family-owned small business faces when getting into high-powered mode and implementing the tools, systems, and structures that will spin aspirations into an asset. It breaks my heart to see small businesses—and the families that run and love them—beaver away at the lite version of life. Family-owned small businesses go all-in on your quality of life for yourself, your family, and their futures. I’ll help you have maximum growth and maximum fun. Together, let’s scale for serenity.We do that by taking the guesswork out of the equation. I am a-l-w-a-y-s asking: What do the numbers say about your game plan and execution?For you see, when you have the right data at your fingertips AND you understand what it’s telling you…now you have the courage to take risks, push past limiting beliefs, and pull all the right triggers so that you can finance any future.Because life is too short to not enjoy it. Do you have big next chapter dreams? Optimize capacity and confidence in business decisions with growth strategy and value maximization. I blend forward-thinking tax strategies with value creation business strategy and BOOM! profit maximization and freedom.In other words, I am the proactive entrepreneur that helps small businesses become more entrepreneurial.If you are a Dive Shop, dive in at Dive Buddy Accounting; if you are a campground or RV park, pull up to Campground Accounting; if you are a paint-your-own pottery studio, come see what we’ve got in the kiln at PYOP Accounting. And last, but certainly not least, if you are a family-owned small business owner and/or operator who needs a Small Business Optimizer, CPA, and Creative Collaborator, hit me up at Calculated Moves.I’ll help you nimbly navigate the lifecycle of a family-run business, delivering 4-season CPA services, value maximization strategy, and industry expertise that empowers a growth mindset.SPECIALTIESXeroCampgroundRV ParkDive ShopsAccounting ConsultantOutdoor HospitalityCamping Industry ExpertiseCeramic ArtsDM me to kickstart a conversation about seeing your future through the lens of accounting and deftly maneuver through challenge and change — because these opportunities aren’t gonna optimize themselves.
Calculated Moves Pc
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Founder, Ceo, And CpaCalculated Moves Pc Jan 2000 - PresentLake Wylie, Sc (Suburb Of Charlotte, Nc)I am a true believer that life is too short to be chronically exhausted, anxious, or unhappy. There is a better way. Small business building is an incredible way to do what you love and work for yourself and your family. More than legacy-building, families who embrace entrepreneurship can see the fruits of their labor without breaking their backs. The key is proactive and 360-degree thinking through the lens of accounting. At your service.
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Accounting Acumen And Family-Owned Small Business SavvyCalculated Moves Pc Jan 2000 - PresentWhen you are always asking “What do the numbers say?” decision-making and profit protection is easy. Together, we help our clients grow a family-owned business that makes the most while taking the least. For when we deftly manage your books and minimize your tax burdens, you now have the mental bandwidth and growth mindset to run your business with confidence and clarity. Lean in on the trusted partnership that delivers immersive strategy and support to fund your future. It’ll be fun!
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Growth And Resiliency DevelopmentCalculated Moves Pc Jan 2000 - PresentThe key to successful long term small business building is to treat it like an asset and yourself like a C-Suite decision-maker. Leadership is a mental game; it takes more than grit and gumption to make it. You’ll need the courage to take risks, push past limiting beliefs, and pull all the right triggers to finance an abundant future. That takes mental resilience and a growth mindset. By taking the burden of accounting and financial systems management off of your plate and actively coaching you through the ever-changing tides of the business arena, we can help you get ready and stay ready.
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4-Season Tax StrategyCalculated Moves Pc Jan 2000 - PresentTax time isn’t your least favorite annual nightmare and financial sucker-punch. This is no time to be reactive, let’s be proactive! We believe in a 365/24/7 approach to tax strategy. This means asking “What do the numbers tell us?” Our tax season starts right now. By being extraordinarily intentional about expenses, purchases, and equipment and following the circadian rhythms of the IRS, you will pay the least and keep the most.
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Opportunity OptimizerCalculated Moves Pc Jan 2000 - PresentThe numbers are talking! What do they say about expansion, innovation, or appreciation? It’s our job to get deep into the decision-making with you, offering the accounting perspective and tax-time considerations. Sometimes, the littlest choices make the biggest impact on your bottom-line. For example, ADA-compliant picnic tables may be more expensive on the outset, but the tax-reduction you get on the back end far surpasses the savings. If that is a surprise, don’t worry. You don’t know what you don’t know, but we do.
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Small Business Life-Cycle Money Management And Financial SystemsCalculated Moves Pc Jan 2000 - PresentBookkeeping, reconciliation, reporting, analysis—in that order. We oversee the entire ‘numbers ecosystem,’ no matter what stage of business you are in. From planning for a purchase to start-up to growth and exit, we make it easy and effective to manage the money and avoid overspending on stupid stuff by tapping into the top tech and implementing the systems we all need to communicate with ease and flow.
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Industry Specialization | Campgrounds/Rv | Pyop | Scuba ShopsCalculated Moves Pc Jan 2000 - Present🫶 We just can’t pick a favorite. Just like you, we wanna follow our hearts. Our family loves to go on adventures and live a creative, expressive life. As such, we’ve been customers for family-run campgrounds / RV parks, scuba shops, and paint-your-own-pottery studios for years. We’ve seen first-hand the things that bring brand and business loyalty, boost profits, and make family-run businesses great. And, frankly, the backbone of this country. We specialize in these industries because we have a stake in them. Like, literally. 🏕️
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CampgroundsCampground Accounting Jan 2000 - PresentFamily-run campgrounds, you are our people. We’ve got something for everyone here in a dynamic membership model that meets you right where you are in your entrepreneurial journey. Tap into expansive/resource-rich campground expertise and get the kind of accounting support you need to reach any summit without going off-trail. -
Rv ParksCampground Accounting Jan 2000 - PresentNo dry-docked dreams here, friends! We know just what it takes for RV parks to thrive in any climate. We’ll help you become the destination for every travel trailer from coast-to-coast. Make decisions through the lens of accounting and the nimble numbers and hook-up to prosperity and peace.
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Dive ShopsDive Buddy Accounting Jan 2000 - PresentScuba Diving is near and dear to our hearts. Take the giant stride into partnership and engagement with the most innovative and proactive accountants in the deep blue sea. We’re your dive buddy in finding financial security and serenity in scuba shop ownership and managing the lifecycle of your business with a sense of adventure and freedom. -
Outdoor Outfitters & Adventure BrandsDive Buddy Accounting Jan 2000 - PresentOutriggers, equipment rental, and guided tours, we’ve got something for everyone here in a dynamic membership model that meets you right where you are in your entrepreneurial journey. Tap into expansive/resource-rich adventure/destination industry expertise and get the kind of accounting support you need to ride any rapid without going in the drink.
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Paint-Your-Own Pottery StudiosPyopaccounting.Com Jan 2000 - PresentYou opened your studio to create a space for art and community. If you’re spending too much of your energy managing the money and tackling tax-time when you could be doing the things you love about owning a studio, it’s time to stop bootstrapping the lift of accounting. We are the trusted partner in this unique and wonderful industry who understands just what you need to turn hobby businesses into a thriving enterprise without breaking the bisque. -
Arts & Activities BrandsPyopaccounting.Com Jan 2000 - PresentDo you have a brick & mortar arts-focused family-owned business that needs a CPA that gets it? Look no further. We are the small business growth specialist that can help you make the most of your business without it taking the most out of you. Get into an abundant mindset and start looking at life through the lens of accounting to put the profit in your passion.
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Large-Scale International Corporate AccountingTesa Tape Sep 1996 - Jan 2000Charlotte, North Carolina, United StatesWhat I learned here wasn’t what you’d expect. Yes, I got great at managing big accounts with lots of moving parts. However, my biggest takeaway from corporate accounting is that a business has to change year after year or they will die. What’s more, they must question the way they do things. If there is a better way, fighting it in the name of ‘the way we’ve always done it’ is a liability. If you want to fortify your asset, you must be willing and able to adapt and innovate. -
Tech Innovation: Streamline Processes Via SpreadsheetsTesa Sep 1996 - Jan 2000Challenging assumptions about the way we ‘do’ accounting by leveraging the power of information technology, I was able to condense many interconnected processes into one workflow.
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Accounting Software Support And Boots-On-The-Ground Technical AssistanceSunrise Software Inc. Jan 1993 - Sep 1996Charlotte, NcWhen mom & pop construction companies needed to embrace computer technology and accounting software, I was on the scene. I helped owner/operators and their bookkeeping spouses set up industry-specific programs and generate custom reports.
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Tech Innovation: Data-Based Reporting & AnalysisSunrise Software Inc. Jan 1993 - Sep 1996Data-driven reports were the portal to the understanding that the numbers are telling a story. Now, with the kind of deep analysis that can be achieved in just a few mouse clicks, people are more informed to make good decisions about their business. This is a fundamental perspective I will take with me throughout my career.
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Audit And TaxSchroedel, Scullin & Bestic, Cpas Sep 1991 - Sep 1992Canfield, Ohio, United StatesMy first foray into the world of Certified Public Accounting as a junior staffer at this mid-sized regional firm. It was my job to double-check and cross-reference to maintain accounting integrity and accuracy. It was here that I cut my teeth on tax season and was introduced to corporate taxes. I learned how to structure accounting, operational procedures, and tax-specific processes in a way that is extremely efficient. -
Tech Innovation: Lotus 1-2-3 For ReconciliationSchroedel, Scullin & Bestic, Llc Sep 1991 - Sep 1992Canfield, Ohio, United StatesInnovation embraced! The beauty of working in a company chock full of younger, hipper non-traditional accountants is an environment of experimentation and improvement. I moved paper-based processes to a spreadsheet and improved the real-life customer experience by problem-solving with technology.
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Admin And Support | Mom & Pop Lumber BrokerKings Company Oct 1988 - Jun 1991Girard, Ohio, United StatesI was fundamentally changed by my experience here. For you see, what for many was a during-college job, a stepping stone to graduation, was for me a master-class in building an extraordinary business based on personality and values. I learned that if you take very good care of people, do the right things for the right reasons, and prioritize the customer experience, genuinely and authentically, you will win at business.
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Tech Innovation: Unix DatabaseKings Company Oct 1988 - Jun 1991Girard, Ohio, United StatesWhen I started here, there was one computer in the office. When I left here, every single desk had a PC, running the custom database I had commissioned to handle data entry, access records, and manage orders. Card system computerized for the very first time in a well-established family business committed to pen & paper? Now, that’s a legacy.
Donna Bordeaux Skills
Donna Bordeaux Education Details
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Accounting -
Mathews High School
Frequently Asked Questions about Donna Bordeaux
What company does Donna Bordeaux work for?
Donna Bordeaux works for Calculated Moves Pc
What is Donna Bordeaux's role at the current company?
Donna Bordeaux's current role is Helping freedom-seeking family-owned business owners optimize capacity + confidence. CPA | Small Business Optimizer | Growth Strategy.
What is Donna Bordeaux's email address?
Donna Bordeaux's email address is do****@****ers.com
What is Donna Bordeaux's direct phone number?
Donna Bordeaux's direct phone number is +125348*****
What schools did Donna Bordeaux attend?
Donna Bordeaux attended Youngstown State University, Mathews High School.
What are some of Donna Bordeaux's interests?
Donna Bordeaux has interest in Family, Boating, Geocaching, Real Estate, Technology, Entrepreurial Ideas, Fishing.
What skills is Donna Bordeaux known for?
Donna Bordeaux has skills like Small Business, Tax, Corporate Tax, Tax Preparation, Bookkeeping, Cpa, Payroll, S Corporations, Xero, Business Tax Planning, Accounting For Small Businesses, Business Strategy.
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