BNA CPAs & Advisors

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

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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.

Affiliations

American Institute of CPAs
Chartered Global Management Accountants

Meet the team

BNA CPAs & Advisors advisors: 25 - Xero certifications: 15

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

Jason Ackerman

CPA, CFP(r)

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

CPA

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

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

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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
Wholesale

BNA CPAs & Advisors : App experience

BNA CPAs & Advisors serves clients who use 10 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

Awards

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.