DNA Financial Solutions | Tempe, AZ

Service Area: Tempe, AZ
Team Size: 5 employees
Business Duration: 8 years

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.

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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