The Dana McGuffin CPA Team

Interested in joining the team? Click here!

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


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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.


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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.

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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.

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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.

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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 Edit

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.


Kawana Marshall

Kawana Marshall, Tax Professional

Bio coming soon.

Management & Administrative Team

Melissa Elliot

Melissa Elliott, Office Manager

Melissa is Texas born and bred!  She has been married to her best friend Shawn for 29 years. Shawn serves the community as a Law Enforcement Officer.   They have two successful grown children.  Her son serves as a United States Marine.  Melissa owns and operates a small Custom Cake and Catering Business out of her home in her spare time – MeMe Makes Cakes.  She loves to be creative and bake.  She is an accomplished musician.  In July of 2012 she recorded a “Live at Billy Bob’s” album with a local Texas Country bank.

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Sonia Leal, Business Development Manager

Sonia graduated from Texas Christian University in 2012 with a Bachelor of Science in Sport Psychology. Originally from California, she has lived in Texas since 2003 but still has not adjusted to the weather. Sonia loves playing with her dog Honey Bun, being active, and spending time with friends.

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