Our team
Real people who’ve sat in your seat
A family-run firm pairing forward-thinking innovation with decades of hands-on expertise.
Donna Bordeaux
CPA, Chief Innovator
Donna helps owners stop treating their business like extra weight to carry and start running it like the appreciating asset it is — with proactive, year-round tax and accounting strategy.
Chad Bordeaux
CPA, Chief Adventure Officer
Chad helps owners make the big calls — startups, acquisitions, mergers, and sales — with growth strategy, KPIs, and tax planning built to maximize value from seed to sale.
Nancy Nelson
Administrative Manager
Nancy is the operational backbone of the firm — keeping office technology, customer service, and bookkeeping administration running like clockwork.
Zack Bordeaux
Social Media Manager
Zack is the tech wiz pushing the firm into its next level of social media — strategy, video, and content that helps family businesses tell their story.
Ready to make your next calculated move?
Book a no-pressure strategy session and see what four-season CPA support does for a family business like yours.
Book a strategy session