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Products & ServicesEvent: September 4, 2026

BNA CPAs & Advisors provided services including maintaining payroll deductions, making contributions, and onboarding employees for clients who had a Simple IRA.

Published

Signal category

Products & Services

Quote

โ€œThey became clients of ours. They had a Simple IRA, and part of our services was helping them run it by maintaining the payroll deductions, making the contributions, and onboarding employees.โ€

โ€” Jason Ackerman, CPA, CFPยฎ, CGMA|BNA CPAs & Advisors team

Company

BNA CPAs & Advisors

๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—•๐—ก๐—” โ€” ๐—ฆ๐—บ๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฟ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ฒ๐˜€, ๐— ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜

Industry
Accounting
Location
Rock Hill, US
Company size
36 employees

๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜๐—ผ ๐—•๐—ก๐—” โ€” ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฃ๐—ฟ๐—ฒ๐—บ๐—ถ๐—ฒ๐—ฟ ๐—–๐—ฃ๐—” ๐—ฎ๐—ป๐—ฑ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฃ๐—ฎ๐—ฟ๐˜๐—ป๐—ฒ๐—ฟ ๐™Ž๐™ข๐™–๐™ง๐™ฉ๐™š๐™ง ๐™๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™š๐™จ, ๐™ˆ๐™–๐™จ๐™ฉ๐™š๐™ง๐™ž๐™ฃ๐™œ ๐™’๐™š๐™–๐™ก๐™ฉ๐™ ๐™ˆ๐™–๐™ฃ๐™–๐™œ๐™š๐™ข๐™š๐™ฃ๐™ฉ โ€” With over 45 years of CPA expertise leading the way and integrated Wealth Management services, BNA stands as a beacon of trusted and innovative financial solutions, expertly combining tax strategy with wealth planning for optimal efficiency and growth. ๐—ช๐—ต๐˜† ๐—–๐—ต๐—ผ๐—ผ๐˜€๐—ฒ ๐—•๐—ก๐—”? ๐™„๐™ฃ๐™ฉ๐™š๐™œ๐™ง๐™–๐™ฉ๐™š๐™™ ๐™Ž๐™ค๐™ก๐™ช๐™ฉ๐™ž๐™ค๐™ฃ๐™จ: Our CPAs and Wealth Advisors ensure a holistic approach to financial decision-making for long-term success. ๐™๐™–๐™ž๐™ก๐™ค๐™ง๐™š๐™™ ๐™Ž๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ž๐™š๐™จ: Deeply committed to understanding your financial needs, we customize our services to meet your goals using extensive expertise in accounting, taxation, and wealth management. ๐—–๐—ผ๐—ฟ๐—ฒ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฒ๐˜€ ๐—ฎ๐˜ ๐—•๐—ก๐—” ๐™๐™ฃ๐™ฅ๐™–๐™ง๐™–๐™ก๐™ก๐™š๐™ก๐™š๐™™ ๐˜พ๐™ช๐™จ๐™ฉ๐™ค๐™ข๐™š๐™ง ๐™Ž๐™š๐™ง๐™ซ๐™ž๐™˜๐™š: Exceptional support ensures every customer feels valued. ๐™๐™–๐™ข๐™ž๐™ก๐™ฎ ๐™–๐™ฃ๐™™ ๐˜พ๐™ค๐™ข๐™ข๐™ช๐™ฃ๐™ž๐™ฉ๐™ฎ: We thrive on teamwork and community focus, where mutual respect drives success. ๐™€๐™›๐™›๐™ž๐™˜๐™ž๐™š๐™ฃ๐™˜๐™ฎ ๐™–๐™ฃ๐™™ ๐™„๐™ฃ๐™ฃ๐™ค๐™ซ๐™–๐™ฉ๐™ž๐™ค๐™ฃ: We emphasize simplicity in operations and continuous innovation, directly benefiting our customers. ๐™€๐™ข๐™—๐™ง๐™–๐™˜๐™ž๐™ฃ๐™œ ๐˜พ๐™๐™–๐™ฃ๐™œ๐™š: Committed to continuous improvement, we stay ahead of trends to offer the best advice and service. ๐—ข๐˜‚๐—ฟ ๐—–๐—ผ๐—บ๐—บ๐—ถ๐˜๐—บ๐—ฒ๐—ป๐˜ Putting our customers first is core to how we operate. Weโ€™re dedicated to your financial success, using our rich experience to exceed expectations. ๐—–๐—ผ๐—ป๐—ป๐—ฒ๐—ฐ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐—จ๐˜€ Explore BNAโ€™s top-tier #๐—–๐—ฃ๐—” and #๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ services. Visit our website or contact us to begin mastering smarter finances. Weโ€™re here to guide you with confidence and ease. #๐—•๐—ก๐—”๐—–๐—ฃ๐—”

Founded 1977

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