CPA, Chief Innovator

Donna Bordeaux

Services: Tax Preparation & Tax Planning, Tax Coaching and Planning Services, Individual Tax Preparation, Business Tax Preparation, Accounting and Bookkeeping Services, Payroll Processing, Business Growth Consulting, Specialized Industry Knowledge for Paint Your Own Pottery & Ceramic Arts Studios, Specialized Industry Knowledge for Cupcake and Dessert Shops, Specialized Knowledge for Top Performing Real Estate Agents, Specialized Knowledge for Campground Owners.

As a young child, Donna was obsessed with cash registers, calculators, and computers (when they came into existence). It was easy to tell that numbers were in her future career path. Donna started her accounting career working with a small business through college to help them streamline and add technology to their processes in a time when technology was still a risk.

Donna has worked in both public and private accounting ventures and began the business with an emphasis on individual and business tax. She most enjoys helping business owners grow and succeed by providing proactive advice and guidance all throughout the year setting goals, projecting and planning for taxes, and making sound financial decisions.

Her love of technology and organization allows us to embrace it to the fullest extent, resulting in strong customer interaction and relationships. We operate completely in the cloud—access to information anywhere, anytime and simplify business owners’ lives so they can spend more time doing the things they enjoy.

Outside of the firm, Donna is an active participant and board member of the Lake Wylie Chamber of Commerce and building a strong community with other local business owners.

Donna enjoys camping, boating, hot tubing, and relaxing with a good book on Lake Wylie with her friends and family. Her son, Zack, has always been a focus of her life and manages the firm’s social media.

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