Donna & Chad Bordeaux
had 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.
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 that technology was still a risk. Following graduation from college, she worked for Schroedel, Scullin & Bestic CPAs, a regional accounting firm in Ohio. After falling in love with the Charlotte area, she moved in 1996 and worked for Sunrise Software, Inc., a construction accounting software firm. Donna has worked in both public and private accounting ventures and began the business with an emphasis on individual and business tax. Most traditional accounting firms base their emphasis on completing tax returns and the “necessary evils”. Donna enjoys helping business owners by providing proactive advice and guidance all throughout the year and consulting with owners for goal setting, tax projections, and tax planning.