The Dana McGuffin CPA Team

Our team of tax, bookkeeping and payroll professionals stands ready to enrich your life by helping find the missing piece in your business: PROFITS.




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, Production 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.

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Lana Beeter, Account Manager

Bio coming soon.


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.


Jessica Kim, Account Manager

Jessica is a recent transplant from Melbourne, FL. She earned her Bachelor’s degree with a major in accounting  from Roosevelt University in Chicago.  Jessica is thrilled to join the Dana McGuffin C.P.A team and to have the opportunity to expand her accounting and finance knowledge. She, along with her husband and two children, have settled in Colleyville and are really enjoying life in the Lone Star State.  In her spare time, Jessica enjoys growing tropical plants and spending time hanging out with the family.

Management & Administrative Team

Ashley Jones, Business Development Manager

Ashley Jones is a native of Chicago and believes a good pizza place is a must. She received her Degree in Psychology from the University of Illinois at Chicago. As a seasoned professional with experience in management, banking and customer service she enjoys talking to people, helping them grow personally and professionally and sharing new ideas. When she isn't working she enjoys spending time with her husband and son and listening to music.

Caitlin Garlin, Receptionist

Caitlyn Garland, Receptionist

Caitlyn Garland is a senior at Northwestern State University of Louisiana studying Accounting with a minor in Computer Information Systems. She is originally from north Louisiana, and now lives in Southlake where she will finish her degree online. She has two spoiled cats and enjoys spending her free time reading and writing.