Chad Bordeaux

CPA, Chief Adventure Officer

Services: Business Strategies for Growth, Key Performance Indicators, Small Business Accounting Services, Tax Coaching and Planning Services, Real Estate Investors, Top-Performing Real Estate Agents, Business Startup Consulting, Specialized Knowledge for Campground Owners.

Chad has a wide range of experience from his former positions including corporate and SEC accounting, financial reporting, Sarbanes–Oxley compliance, internal controls and tax compliance. Chad enjoys using the entrepreneurial expertise he has acquired through his ownership of several businesses to help other business owners grow their companies and realize their goals. He actively helps business owners evaluate business start-ups, acquisitions, mergers and sales. As a former owner of a franchised business, he also helps business owners determine if a franchise may best fit the needs of the business owner.

Outside of the firm, Chad is a Charter Member and served two terms as President of the Lake Wylie Rotary Club.  He served as Assistant Governor for Rotary District 7750.  He was awarded the Rotarian of the Year award in 2016.  Currently, he serves as the club’s Treasurer.  Through his involvement with Rotary, Chad has worked hard to improve the lives of others in his local community and throughout the world.

Chad loves the outdoors and enjoys camping, hunting, fishing, craft beer and spending time on Lake Wylie with his family. His 14-year old son takes up most of his free time.

Other quick facts about Chad:

  • Earned a Bachelors of Business Administration in Marketing from Radford University
  • Earned a Bachelor of Science degree in Accounting from the University of North Carolina at Charlotte
  • Certified Public Accountant (CPA) (SC License #7135)
  • Member of the AICPA and South Carolina Association of CPAs
  • Served on the SCACPA’s Business Valuation and Forensic & Litigation Services Task Force
  • Received the CPA Technology Advisors 40 Under 40 Award in 2009 for his contributions to the field of accounting
  • Certified Xero Advisor and a member of the Wave Pro Network

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