Donna Bordeaux
Rescue small business owners from tax overwhelm and help them live the good life. CPA | Small Business Optimizer | Growth Strategy
- Role
- Growth and Resiliency Development at Calculated Moves Pc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Donna Bordeaux
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.
Experience
Growth and Resiliency Development
Jan 2000 — Present
The 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.
Education
Youngstown State University
BSBA, Accounting
1987 — 1991
Skills
- Small Business
- Xero
- Ceramic Arts
- Payroll
- Cpa
- Growth Strategies
- Business Strategy
- Tax Preparation
- Accounting for Small Businesses
- Tax
- Corporate Tax
- S Corporations
- Business Tax Planning
- Bookkeeping
- Pyop Studios
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