Adisa Financial Assurance
Charlotte
Charlotte
We are a full-service Insurance and Tax Preparation Agency licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
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What kind of accounting services do you provide?
Our firm provides a full range of accounting services, including the following:
General ledger & financial statement preparation
Bookkeeping (Monthly/Quarterly/Annually)
Accounting system setup for new businesses
Personal financial statements
Prepare annual 1099's
Preparation of W-2'S
Quarterly tax filing
Reconcile operating account
Access to Business Affiliates
Basic Payroll Processing (up to 5 employees)
QuickBooks setup
Setup vendors
Reconcile up to 3 credit card accounts
Small Business Formation
Why is it so important for businesses to hire a great accountant?
Our accountants do more than tax filing. We take a comprehensive assessment of your finances and create a forecast through the year to keep your business at a healthy, prosperous state.
What do you love most about your job?
Meeting new people and building lasting relationships.
What inspired you to start your own business?
Our industry has a tendency to be looked at as "greedy" or "out for money" because agents were always trying to push a sale, be it in the customers best interest or not; and unfortunately, I have worked for owners with that exact mentality. I loved the work I did but I wanted to run an agency that would break the stigma and focus on customer service instead of basic product selling.
Why should our clients choose you?
Customer service is our top priority at Adisa Financial Assurance. Our employees are friendly, knowledgeable, and quick to respond.
Convenience at your fingertips! Adisa Financial Assurance offers online services for Insurance, Tax, and Small Business Services.
Also, we offer tax audit protection.
Insurance
Adisa Financial Assurance shops your best Insurance Rates though our A-Rated multiple carrier platform. This means that we are able to build a policy suited to your individual need at the best rate! We strive to build lasting customer relationships by educating each client on their policy and providing exceptional customer service. We write Home, Auto, Renters, Vacant properties, Landlords, General Liability and more! With Adisa Financial Assurance, we can take on even the most challenging situations. Get Your Quote Today!
Tax Consultant
Adisa Financial Assurance offers accurate tax services, while giving you the individual attention that you need. Our primary goal as tax professionals is to be available to provide guidance to enable our clients to make informed financial decisions. We deliver only the highest quality work, and the proof is in the success of our clients. The reputation of Adisa Financial Assurance lies in the experience and expertise we provide on a daily basis.
Mortgage Down Payment Assistance
Get a GRANT for your Down Payment and Closing Costs
Even though Renters could easily afford a mortgage payment, Renters tend to avoid homeownership due to the financial strain and stress that they believe they’re going to incur; instead, they continue to be burdened with rising rental costs and their inability to save for a down payment.
Lets reduce the financial strain and stress of homebuyers by providing them help with the funds they need.
Business Formation and Accounting
Prepare annual 1099's
Preparation of W-2'S
Quarterly tax filing
Reconcile operating account
Access to Business Affiliates
Basic Payroll Processing (up to 5 employees)
Quickbooks setup
Setup chart of accounts
Customize invoices with customer logo
Setup vendors
Reconcile up to 3 credit card accounts
Small Business Formation
