Our team
Real people who’ve sat in your seat
A family-run firm pairing forward-thinking innovation with decades of hands-on expertise.
Donna Bordeaux
CPA, Chief Innovator
Donna helps owners stop treating their business like extra weight to carry and start running it like the appreciating asset it is — with proactive, year-round tax and accounting strategy.
Chad Bordeaux
CPA, Chief Adventure Officer
Chad helps owners make the big calls — startups, acquisitions, mergers, and sales — with growth strategy, KPIs, and tax planning built to maximize value from seed to sale.
Nancy Nelson
Administrative Manager
Nancy is the operational backbone of the firm — keeping office technology, customer service, and bookkeeping administration running like clockwork.
Zack Bordeaux
CMO
Zack is the tech wiz pushing the firm into its next level of social media — strategy, video, and content that helps family businesses tell their story.
Ready to make your next calculated move?
Book a no-pressure strategy session and see what four-season CPA support does for a family business like yours.
Book a strategy session