How to Get Advice from an Accountant: A Guide for the Modern Entrepreneur

January 3, 2024

Ah, accounting. Just the word alone has been known to induce a state of instant hibernation in some. If you’ve ever had the misfortune of sitting through an accounting lecture that was as exciting as watching paint dry, you’re not alone. But what if I told you that accountants aren’t all number-crunching robots? That some of us are actually gasp interesting and fun?

The Calculated Moves Difference

Welcome aboard the good ship Calculated Moves, my friend! We’re on a mission to rescue family businesses, reinvent careers, and support modern entrepreneurs. To help you make more money, pay less taxes, and outsource those pesky, time-sucking tasks. Because let’s face it, you have better things to do than crunch numbers, like…doing what you love!

Debunking the Boring Accountant Stereotype

Remember that snooze-fest of an accounting teacher who painted a dreary picture of accountants leading unfulfilling lives? Well, I’m Donna Bordeaux, a CPA at Calculated Moves, and I’m here to debunk that myth and guide you towards finding an accountant who is anything but boring.

Finding the Right Accountant

First off, when choosing an accountant, don’t just pick any old “tax generalist”. Find someone who specializes in your industry – someone who understands the intricacies of your business and can provide tailored guidance to help it grow effectively.

Assessing the Online Presence

Next, it’s time to play detective. Check out their online presence. Is their website a relic from 1995? Or does it demonstrate a forward-thinking approach? Do they have a personalized email domain or a generic one? A modern accountant should offer more than just self-promotion on their website; they should provide valuable insights and showcase expertise that goes beyond the basics of taxes and accounting.

Evaluating Communication through Videos

Now onto videos. In the age of TikTok and YouTube, video communication is crucial. If the accountant’s website lacks videos, consider it a red flag. Watching a few videos can give you a sense of their personality – do they bring energy and enthusiasm, or are they the living embodiment of a paint-drying tutorial? Your ideal accountant should be someone you genuinely enjoy working with.

Email Communication: A Test Run

Finally, try reaching out via email instead of phone. Not only does this allow you to assess their response time, but it also gives you a glimpse into what your ongoing communication might look like. A timely and thoughtful response can be indicative of a strong working relationship.


In short, finding the right accountant is about more than just ticking boxes. It’s about discovering a professional who understands your business, communicates effectively, and brings value beyond the basics. So, my friend, set sail towards smoother financial waters and remember, if you hit a snag, I’m here to help!

Funny Man Looking Searching Binoculars A Laptop On The Table Working At Home Office.
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Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA, as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.