Accavallo & Company, LLC

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What Does Money Really Mean to Your Business?

Smart tax planning and business advisory starts not with numbers — but with understanding your values, goals, and the decisions that shape them.

Most business owners come to us focused on the obvious: reducing tax liability, improving cash flow, or hitting a revenue target. Those are worthy goals. But the most transformative conversations we have with clients begin somewhere deeper — with what money actually means to them, and what kind of business they’re truly trying to build.

That shift in perspective is at the heart of holistic business advisory. It’s the difference between filing returns and building a financial strategy that aligns with your life.

The Psychology Behind Financial Decisions

Behavioral finance — the study of how psychology influences financial decision-making — has fundamentally changed how great advisors serve their clients. Researchers like Dr. Daniel Crosby have shown that even sophisticated business owners routinely make decisions driven by fear, cognitive bias, or short-term pressure rather than long-term strategy.

For business owners, this shows up in specific and costly ways:

  • Delaying tax planning until it’s too late
  • Making hiring or capital decisions emotionally rather than strategically
  • Avoiding conversations about exit planning because they feel uncomfortable

Recognizing these patterns isn’t a criticism — it’s the first step toward better outcomes.

How We Apply This for Our Clients

Recognize Your Patterns

Understand where emotion or habit drives decisions that should be strategic. Awareness is the first step to lasting change.

 Connect Money to Values

A tax strategy disconnected from your goals is just compliance. We connect the two into a cohesive plan.
Navigate Critical Moments

From audits to growth pivots, we guide you through high-stakes decisions with clarity and confidence.

 Ask the Right Questions

What do you want your business to provide — and when? The answers to these questions shape everything we do together.

 

What This Means for Your Tax and Business Strategy

When we understand your values — the life you want to build, the team you want to grow, the legacy you want to leave — every advisory decision sharpens. Tax planning becomes proactive instead of reactive. Entity structure decisions align with where you want to be in ten years, not just where you are today. Cash flow strategies account for the moments that matter most to you.

This is holistic advisory in practice: sophisticated financial strategy working in harmony with a deep understanding of who you are as a business owner.

 

Fractional CFO Services: Elevate Your Business

FRACTIONAL CFO SERVICES

For many growing businesses, the gap between where they are and where they want to be comes down to one thing: financial leadership. Accavallo & Company’s Fractional CFO services give you access to seasoned accounting professionals dedicated to boosting profitability, growing your team, and increasing income — while reducing the decision-making stress that comes with running a business.

Our CFO services are designed around three main packages, each built to address specific gaps in your finance leadership. Together, we’ll turn your vision of financial success into reality — with the structure, strategy, and leadership your business deserves.

 

Our CFO Tier Packages

FOUNDATION GROWTH EXECUTIVE
Financial Clarity & Compliance Strategic Planning & Performance Full Fiscal Leadership & Oversight
Address foundational gaps in finance oversight and ensure compliance. Drive profitability and team growth with forward-looking strategy. Comprehensive CFO leadership tailored to your business goals.

 

The bottom line: great financial outcomes don’t start with spreadsheets. They start with understanding what you’re really building — and having a trusted advisory team that knows how to get you there.

Ready to take the next step?

Visit us online or call to schedule a consultation. Our team is ready to help you build a smarter, more intentional financial strategy for your business.

Phone: 203-925-9600

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CHRISTINA IMPERIOLI

Supervisor, CPA

Christina Imperioli is a Supervisor at Accavallo & Company, LLC, where she specializes in the preparation and review of individual and business tax returns across a variety of industries. With a focus on accuracy, client service, and technical expertise, she plays a key role in helping clients navigate complex tax matters.

She began her career as a Staff Accountant at The Innovative CPA Group, quickly rising through the ranks to Senior Accountant and ultimately Supervisor, demonstrating a strong commitment to professional growth and leadership.

Christina is a Certified Public Accountant and an active member of both the Connecticut Society of CPAs (CTCPA) and the American Institute of Certified Public Accountants (AICPA). She holds a Bachelor of Business Administration in Financial Accounting from Western Connecticut State University.

Throughout her career, she has worked with clients in the real estate, construction, and retail sectors, bringing valuable insight and industry-specific knowledge to every engagement.

Outside of work, she enjoys traveling with her husband and son, spending time with her three dogs—two rescues named Cole and Indigo, and a Brussels Griffon named Louie—and exploring local bookstores. Christina is a passionate reader and podcast enthusiast, she often listens to new episodes during her daily commute.

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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.