Business Details
30 Years
experience
Expert Accounting & Business Consulting Services
Since 1996, Calculated Moves has specialized in providing accounting and business consulting services tailored to family-owned enterprises. Our team of certified CPAs combines technical expertise with a proactive approach to bookkeeping, tax strategy, and financial planning. We focus on optimizing business performance through accurate financial reporting, tax liability reduction, and strategic advisory services. Leveraging cloud-based technologies and personalized guidance, we empower clients to make informed decisions while ensuring compliance with evolving regulations.With extensive experience in niche industries like real estate, campground operations, and creative studios, our solutions are designed to support growth at every stage of the business lifecycle. Our commitment to innovation and client-centric service has earned the trust of businesses across multiple states.
Services
Bookkeeping Services
Tax Planning
Business Consulting
Payroll Processing
Tax Preparation
Financial Reporting
New Business Roadmap
Tax Coaching
Details
- Year established: 1996
Highlights and features
- Specialize in accounting solutions for family-owned businesses with 28 years of industry experience
- Offer proactive tax strategy and financial planning to minimize liabilities and maximize profits
- Utilize cloud-based technology for real-time financial reporting and remote client collaboration
- Provide tailored industry expertise for niche markets including real estate, campgrounds, and creative studios
- Guarantee fixed-rate pricing with unlimited access to CPA advisory services
What people say
Exceptional accounting services
Huge relief having experts manage finances
Fantastic organization
Reliable and knowledgeable partners
Proactive tax savings
Services
Bookkeeping Services
Our bookkeeping services maintain accurate financial records using cloud-based technology for real-time business insights. We ensure proper transaction categorization, generate detailed financial reports, and implement efficient recordkeeping systems. This foundational work enables better business decision-making while preparing for audits and tax filings.
Tax Planning
Our proactive tax planning identifies savings opportunities and minimizes liabilities throughout the year. We monitor changing regulations, optimize deductions, and implement year-round strategies that align with business goals. This approach prevents surprises while maximizing cash flow for growth and investment.
Business Consulting
Through personalized business consulting, we help owners make strategic decisions that drive growth. Our CPAs analyze financial performance, assess operational efficiency, and develop tailored strategies that align with both business objectives and personal financial goals for long-term success.
Payroll Processing
Our payroll services integrate with Gusto to simplify wage management while ensuring compliance. We handle tax filings, wage calculations, and regulatory reporting for businesses of all sizes. This cloud-based solution saves time while maintaining accurate compensation records and legal compliance.
Tax Preparation
Comprehensive tax preparation services cover individual and business returns with strategic optimization. We ensure accurate filings while identifying deductions specific to family-owned businesses. Our year-round planning approach ensures compliance while maximizing refunds and minimizing liabilities.
People
Donna Bordeaux
Founder & CPA
A visionary CPA with decades of experience, Donna specializes in tax strategy and business growth for family-owned enterprises. She combines financial expertise with innovative approaches to help entrepreneurs achieve their goals while maintaining compliance.
Chad Bordeaux
Business Strategist
Chad provides business growth strategies and specializes in startup consulting. With expertise in mergers and acquisitions, he helps clients develop effective business structures and growth plans tailored to their unique visions.
Zack Bordeaux
Marketing Manager
Marketing strategist Zack focuses on digital growth and social media development. He leads the firm's marketing efforts while creating strategies that help clients build and sustain successful business growth through modern digital platforms.
Nancy Nelson
Admin Manager
Nancy brings extensive experience in CPA firm operations. She manages back-office functions including bookkeeping, tax processing, and client communications, ensuring smooth operations and exceptional service delivery across all client accounts.
Questions
Do I need more than QuickBooks for proper accounting?
QuickBooks requires professional interpretation. Our CPAs provide strategic analysis and tax optimization beyond basic software capabilities.
How can you help with unexpected tax liabilities?
We specialize in resolving IRS notices and minimizing tax liabilities through proactive planning and professional representation.
What value does a CPA add beyond a bookkeeper?
Our CPAs provide strategic decision-making, tax planning, and financial interpretation that bookkeepers aren't qualified to offer.
Do you work with businesses outside traditional industries?
We offer specialized solutions for niche markets including creative studios, campground owners, and real estate professionals.
What technology platforms do you use?
We utilize cloud-based tools like Gusto for payroll and Zoom for client meetings to ensure seamless digital collaboration.
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