DNA Financial Solutions
Contact for price
Skills
Role
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About
We are DNA Financial Solutions, a woman-led financial services agency specializing in tax preparation, insurance solutions, and financial planning. We are invested in developing our community and specifically helping our clients build their wealth and financial legacy. The difference between us and other tax prep agencies is the heart and love we put into every business relationship we foster. We sometimes say we’re more counselors than financial professionals and we’re proud of the number of small business owners we support through ups and downs over the years.
Services offered
Role
Accountant / bookkeeper
Doesn’t offer: Administrative assistant, Salesperson, Marketer
Skills
Data entry
Doesn’t offer: Word processing, Spreadsheets, Filing and organization, Transcription, Phone and fax machines, Calendar management, Email management, Web research, Mail and packages (deliveries), Document destruction, Customer service support
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for work quality, value, and professionalism.
Exceptional 5.0
6 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Carlito M.
Oct 24, 2022
Thanks to DNA financial solutions I was able to maximize my savings for the tax season as well as structure my business and personal taxes to fit the IRS requirements!
Charlie B.
Oct 3, 2022
My experience has been like no other with DNA! Not only do they help you with your taxes but they also give tips and provide education. Every time i have a meeting with DNA, I leave with value.
Ruben R.
Sep 28, 2022
Had an awesome experience over at DNA. They were very helpful and made me feel really comfortable talking and asking them questions. As a new small businesses owner I feel comfortable having them as my go to resource for my financial needs. Highly recommend their services.
Fred H.
Sep 27, 2022
This is one of the best new businesses out here to help people with their financials and also care about their community at the same time. Definitely would recommend.
Mark W.
Jan 28, 2022
Adrian, her team and her network have been invaluable to growing my business while staying compliant with the IRS. She literally facilitated me company getting grant money BEFORE I became her client. That kind of teammate is irreplaceable.
Credentials
Background Check
Adrian Trice