DNA Financial Solutions | Tempe, AZ

  • Service Area: Tempe, AZ
  • Team Size: 5 employees
  • Business Duration: 8 years
DNA Financial Solutions

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Role

  • Accountant / bookkeeper
  • Administrative assistant
  • Salesperson
  • Marketer

Skills

  • Data entry
  • 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)
  • I travel to my customers

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.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Adrian Trice
    • Completed on 9/28/2022

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