Terms & Conditions
Effective Date: 01/01/2026
These Terms & Conditions govern your engagement with DNA Financial Corp. ("DNA Financial," "we," "our," or "us").
Services
DNA Financial Corp. provides bookkeeping, accounting, and financial advisory services as outlined in executed engagement agreements.
Specific services, scope, deliverables, and billing terms are defined in each individual client agreement. Engagement terms take precedence over general website terms.
Client Responsibilities
Clients agree to provide complete and accurate financial information necessary for the performance of services. DNA Financial Corp. is not responsible for errors resulting from incomplete or inaccurate information provided by the client.
Confidentiality
DNA Financial Corp. maintains strict confidentiality of all client information and financial records, subject to applicable laws and professional obligations. Client data will not be disclosed except as required by law or authorized by the client.
SMS Program Terms
By providing your phone number and opting in to receive communications, you agree to receive informational and service-related text messages from DNA Financial Corp.
These messages may include:
Appointment confirmations
Account updates
Document reminders
Service-related notifications
Message frequency varies. Message and data rates may apply.
You may opt out at any time by replying STOP.
For assistance, reply HELP or contact lani@dnafinancialapp.com.
Consent to receive text messages is not required as a condition of purchasing services.
Limitation of Liability
To the fullest extent permitted by law, DNA Financial Corp. shall not be liable for indirect, incidental, special, or consequential damages arising out of the use of our services.
Governing Law
These Terms & Conditions shall be governed by the laws of the Commonwealth of Virginia.
Contact Information
DNA Financial Corp.
legal@dnafinancialapp.com