Business Details
5 Years
experience
Your Trusted Financial Partner in Southfield, MI
DNA Financial Services has over 30 years of combined experience in real estate and financial services. We specialize in helping real estate investors, service professionals, and contractors maximize earnings and make strategic financial decisions. Our services include bookkeeping, business financial coaching, and tax preparation, all designed to build a solid financial foundation for future generations.Founded on Christian principles, we prioritize client education, empowerment, and long-term financial freedom. Our team combines deep industry expertise with a commitment to personalized service, ensuring clients achieve both personal and business financial goals.
Services
Bookkeeping
Tax Preparation
Start-Up Consultation
Business Financial Coaching
Real Estate Investment Strategies
Details
- Year established: 2021
Highlights and features
- We offer 30+ years of combined experience in financial and real estate services.
- Our specialized suite targets real estate investors and small business owners.
- Founded on Christian principles emphasizing debt-free living and integrity.
- We prioritize client education and personalized financial empowerment strategies.
- Proven track record in tax optimization and business financial structuring.
What people say
Patient explains concepts
Invaluable for financial growth
Knowledgeable resource
Empowering financial strategies
Excellent coaching skills
Services
Bookkeeping
We maintain accurate financial records, allowing business owners to focus on growth while ensuring compliance and clarity in financial reporting. Our system streamlines cash flow tracking and expense management for real estate investors and small businesses.
Tax Preparation
Specializing in tax strategies for real estate professionals, we identify deductions for property maintenance, renovations, and business expenses. Our expertise maximizes refunds and minimizes liabilities through meticulous preparation and compliance.
Start-Up Consultation
We guide new ventures in selecting optimal legal structures and accounting methods. Our consultation includes liability reduction strategies and financial frameworks tailored to real estate investments and small businesses.
Business Financial Coaching
Personalized coaching sessions develop wealth-building plans, focusing on debt reduction and generational wealth creation. We combine financial education with actionable steps to achieve long-term business and personal financial goals.
Real Estate Investment Strategies
We create customized strategies for real estate investors, optimizing tax benefits and financial structures. Our approach ensures sustainable growth and financial freedom through property portfolio management and strategic planning.
People
Angela Mitchell
CEO and Senior Financial Coach
With 20+ years in finance, Angela holds certifications from Yale and Dave Ramsey. She founded DNA Financial Services to empower clients through education, combining Christian values with expertise in real estate and business financial strategies.
Questions
What financial services do you specialize in?
We specialize in bookkeeping, tax preparation, business financial coaching, and start-up consultation tailored for real estate investors and small business owners.
How do you help real estate investors?
We optimize tax deductions, create wealth-building strategies, and provide financial frameworks to maximize returns on property investments while minimizing liabilities.
Are your services faith-based?
Yes, our approach integrates Christian principles emphasizing debt-free living, integrity, and long-term financial stewardship aligned with biblical teachings.
Can I schedule a consultation?
Yes, contact us via our website or phone to arrange a personalized consultation for your financial planning needs.
What areas do you serve?
Primarily Southfield, MI, with virtual services available for clients nationwide focusing on real estate and small business financial needs.
Videos
