At Calculated Moves, we understand that running a family-owned business requires a unique blend of entrepreneurial spirit, strategic planning, and industry expertise. Our team of seasoned CPAs has been there, working alongside family businesses just like yours to help you achieve your goals and overcome the challenges that come with growing and sustaining your enterprise.
Our Story
With our roots deeply planted in the heart of entrepreneurship, we're a family-run firm ourselves, passionate about supporting other family businesses on their remarkable journey. Our mission is to empower family-run businesses with the tools, knowledge, and strategic guidance needed to thrive in today's fast-paced, ever-changing business landscape.
Our Expertise
Our comprehensive suite of services is designed to cater to the distinct needs of family-owned businesses, helping you overcome the unique challenges that come with navigating the lifecycle of a family-run enterprise. From our 4-season CPA services, value maximization strategy, and industry expertise, we empower growth-minded entrepreneurs like you with the confidence to effectively navigate challenges and changes, ensuring a bright future for generations to come.
Our Services
At Calculated Moves, we believe that bookkeeping is more than just numbers; it's a powerful tool for informed decision-making. Our expert CPAs will help you create a balanced, accurate, and complete financial picture, ensuring you're always ready for whatever comes your way. Our services include:
- Bookkeeping and Financial Reporting
- Tax Taming and Strategy
- Business Planning and Strategy
- Financial Management and Consulting
Why Choose Us?
Partner with our team, and you'll gain a trusted ally who shares your passion for entrepreneurship, understands the unique demands of family-owned businesses, and is committed to your long-term success. As your trusted partner, we'll work closely with you to identify opportunities, overcome obstacles, and optimize your business for sustainable growth and profitability.
With Calculated Moves, you'll gain access to:
- Expert guidance and expertise
- Proactive financial management
- Tax optimization strategies
- Industry insights and best practices
Join Our Community
Connect with like-minded entrepreneurs, entrepreneurs, and innovators at our blog, resource sections, and exclusive Facebook group. Together, let's uplift each other, share knowledge, and celebrate the triumphs of family-owned businesses.
Expertise and Customer Service
The reviews highlight the mixed experiences of clients with Bordeaux and Bordeaux. Two clients, Calvin Bryant and Wendy Schonfeld, had a positive experience with the company, praising their expertise and willingness to help solve financial challenges. Calvin specifically mentioned that the team is "2nd to none" in terms of their expertise. Wendy also appreciated the attention and availability of the staff, stating that they were always available to help and answer questions.
Poor Service and Inaccurate Calculations
On the other hand, two clients, Andy R. and Jann K., had a negative experience with the company. Andy R. reported that the company failed to file his taxes, leading to harassment from the IRS and State department of revenue. He also mentioned poor customer service, as the company refused to provide proof of electronic filing and failed to offer assistance. Jann K. had a similar experience, with the company producing inaccurate tax calculations, resulting in a large amount of fees and penalties. She also reported poor professionalism, as the company did not take responsibility for the mistakes and refused to pay a penalty assessed on the client's behalf.
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