Dana McGuffin, CPA
Dana received her CPA in 1990. When "outsourced accounting" was first coming onto the small business scene in the 90's, she began providing bookkeeping, accounting, and CFO services for small to medium size businesses. Dana opened a CPA practice in Bedford, TX in 2006 to continue serving businesses. During her years of practice, she gained much experience with both businesses and nonprofits. In 2017, Dana purchased the Knutson CPA, PLLC practice in Southlake, TX and merged both locations.
Lynda Hatfield, Account Manager
Lynda has been a bookkeeper since 2005 and has prior audit experience working for the IRS. She has been married for 30 years, with four children and five grandchildren. She and her husband have recently relocated back to Colorado where they own a small farm. Her free time is spent helping out with new business ventures with her husband, and traveling to see family.
Sonia Balachandran, Account Manager
Sonia is an accounting and audit professional who has varied experience working with public accounting firms and private practices . She relocated from Connecticut four years ago and is loving Texas so far . She is mom to two dragons who keep her very busy with their tennis and dance. She loves to read in her spare time and spend time with her family.
Mendy Forehand, Account Manager
Mendy was born and raised in South Louisiana. She met her husband of 46 years while attending college in Houston, Texas. Go Coogs! She relocated to the Dallas area 4 years ago to spend time with her grandchildren. In her spare time, Mendy loves to read, fly kites, and relax on the beach.
Mary Jo Votaw, Bookkeeping Specialist
Mary Jo joined our team in 2016 after 25 years of being the "COO" of her family of six. Originally from Southern IL, Mary Jo has lived in St. Louis, Utah and Southlake, Texas for the last 17 years. She has been married for 27 years and has raised four Dragons with the youngest to graduate in 2018! In her free time she enjoys Jazz played by her youngest son, reading, fitness walking and cooking Plant-Based meals.
Kristin Hearn, Tax Professional
Kristin is a native Texan and graduated from the University of Texas at Arlington with a Master of Professional Accounting in 2003. She and her husband of 16 years enjoy traveling the Southwest with their two children. Kristin loves playing with her dogs and raiding the local library for good books.
Management & Administrative Team
Melissa Elliott, Firm Administrator
Melissa is Texas born and bred! She attended Tarleton State University, met and married her best friend Shawn. They have been married 28 years and have two grown children. Her daughter is a preschool teacher and her son is a US Marine. Melissa owns and operates a small Custom Cake and Catering Business out of her home – MeMe Makes Cakes. She loves to bake and be creative. She is an accomplished musician who plays keys and leads Worship at her church. In July of 2012 she recorded a “Live at Billy Bobs” album with a local Texas Country band. Melissa supports our team in our Profit First efforts.