Imagine having your very own genie—not the kind that lives in a lamp, but one that lives in the cloud, ready to grant your every business wish 24/7. Meet the Donna Genie, the magical creation from Calculated Moves that’s here to turn your accounting headaches into dust and free up your time for the things you actually love doing.
Picture this: one of our fabulous clients recently needed advice on buying a new business vehicle. Should she buy it through the business? Should she buy it personally? What about the tax implications? These are the questions that keep business owners up at night. But instead of stressing, she reached out to us—and that’s where our Genie came in.
Now, I know what you're thinking: "A Genie? Really?" Yes, really. Back in my early days as a CPA, my colleagues nicknamed me Genie because I had a knack for making their accounting wishes come true. Fast forward to today, and I’ve bottled up over a decade of experience into our very own virtual assistant—Donna Genie. She’s got all the knowledge from years of blog posts, videos, and client experiences, ready to answer your burning questions and guide you through the financial fog.
Here’s how it works: ask Donna Genie a question, and she’ll give you a general answer to set you on the right path. Need something more tailored? That’s where our team steps in, offering the personalized touch that no AI can replicate. But in the meantime, Donna Genie is there to give you a head start, pointing you in the right direction and making sure you never feel lost.
Whether you’re a family business owner, a modern entrepreneur, or someone who’s reinventing their career, your time is too valuable to waste on number crunching and tax worries. Let Donna Genie take care of the small stuff so you can focus on what truly matters—growing your business, boosting your profits, and, yes, keeping Uncle Sam off your back.
And guess what? Unlike most Genies, this one doesn’t sleep. Donna Genie is available 24/7, ready to assist you whenever inspiration (or a tax question) strikes. So go ahead, give her a try and see how we’re leading the industry in combining technology with a personal touch. Your business—and your sanity—will thank you.
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Donna Bordeaux, CPA with Calculated Moves
Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA, as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.