Roslyn Haynie Banks, BBA, MAcc, EA – 2021 40 Under 40 Honoree
Adelaide Rose, LLC
After graduation from The College of William & Mary, Roslyn was hired as a financial analyst into an early talent leadership program at Wells Fargo. She has studied abroad in Adelaide, South Australia and Cape Town, South Africa. While earning her Master of Accountancy degree at UNC Charlotte, she fell in love with tax research and the loopholes in the tax code. After successfully managing a retail tax office near Ft. Campbell, TN, to exceed revenue and customer service quality goals she passed all parts of the EA exam on her first attempt!
Roslyn’s diverse Financial Planning and Analysis work experience has been a great resource to her solo tax practice as she offers advice and business coaching to other individuals, entrepreneurs, corporations and tax-exempt organizations. On 15 October 2021, she released her first children’s picture book on Amazon, “Adelaide The Accountant” highlighting the accounting industry.
What are you doing to make a difference in the profession, your community, the world?
As a former military spouse Roslyn has explored various careers in finance and volunteered with numerous community service organizations nationwide. She enjoys public speaking and providing fresh insight on cash flow strategies, investing, financial planning, and income taxation topics. She has served as an Army Family Readiness Group (FRG) Leader at Fort Hood, Texas supporting soldiers and their family members. As a working single-mother, Roslyn also enjoys facilitating financial workshops for women and children. She is passionate about legacy planning and entrepreneurship. Additionally, Roslyn is a dedicated trustee at her church and a Christian missionary who loves to travel.
I am extremely proud of my eclectic personal library! My favorite books are
- Adelaide The Accountant by Roslyn Haynie Banks
- In The Black: Live Faithfully, Prosper Financially: The Ultimate 9-Step Plan for Financial Fitness by Aaron W. Smith and Brenda Lane Richardson
- Anything written by Brenda Lane Richardson
- My favorite speaker and continuing education instructor is the one and only Beanna J. Whitlock, EA!
- My favorite podcasts are Redefining Wealth with Patrice C. Washington and Brown Ambition Podcast
- My favorite influential speakers are Michelle Obama, Priscilla Shirer and Patrice C. Washington.
What do you like best about the accounting profession?
I love having diversity in my work engagements and client base so that I won’t ever have to “retire”. In my children’s book, I walk readers through a week in the life of an income tax accountant showing how she consults community helpers and entrepreneurs. I specifically wanted to highlight my rural hometown and show work-life balance for career women.