BNA CPAs & Advisors

Accountant · 596 Herrons Ferry Road, 5th Floor, Rock Hill, SC

  • Xero Migration


    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2013


    Partner since 2013
  • Xero advisor certified


    Xero advisor certified

About us

BNA specializes in helping professional service firms and technology companies better run their business. BNA’s team of professionals provides tax, accounting, and consulting services to small business owners and individuals throughout the Carolinas and US.


  • American Institute of CPAs
  • Chartered Global Management Accountants

Meet the team

BNA CPAs & Advisors advisors: 25 - Xero certifications: 4

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jason Ackerman


Profile image for Jason Ackerman
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • 2 years Xerocon attendance

I am a CPA that enjoys helping businesses become more profitable with the help of the right technology, accounting, and tax solutions.

Julia Grefenstette


Profile image for Julia Grefenstette
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

BNA CPAs & Advisors: Bank experience

Clients of BNA CPAs & Advisors connect to a range of banks via Xero. BNA CPAs & Advisors specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

  • American Express (US)
  • Ameris Bank (Business)
  • Bank of America (US)
  • Barclaycard (US)
  • Capital One (US)
  • Chase Bank (US)
  • Citibank (US)
  • Elan Credit Card (US)
  • Family Trust Federal Credit Union
  • Fifth Third Bank
  • First Citizens Bank (SC\, GA) - Bank
  • Founders Federal Credit Union
  • Mercury
  • PNC Bank (US)
  • PayPal
  • Pinnacle Financial Partners (US)
  • Relay Financial
  • South State Bank (US)
  • SouthState (US)
  • Stripe
  • SunTrust Online Cash Manager
  • TD Bank
  • Towne Bank Business Banking (US)
  • Truist (Formerly BB&T) Business Bank
  • Truist (US)
  • US Airways Dividend Miles Mastercard
  • US Bank (US)
  • United Bank (WV) (Business)
  • Wells Fargo (US)

BNA CPAs & Advisors: Industry experience

BNA CPAs & Advisors works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

  • Professional services


    Professional services

Industries Served

  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage

BNA CPAs & Advisors : App experience

BNA CPAs & Advisors serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

BNA CPAs & Advisors has an office in 1 location

Rock Hill

596 Herrons Ferry Road, 5th Floor, Rock Hill, 29730, SC

+1 8033668371

New to Xero? BNA CPAs & Advisors can help

Xero is beautiful online accounting software for smaller businesses. BNA CPAs & Advisors can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2013


  • Emerging Partner of the Year 2016 US,
  • Xero Partner Advisory Board 2016 US
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.