We are honored by your trust and take pride in providing the same dedicated, expert care to every referral, fostering meaningful connections that drive mutual success.
At Accavallo & Company, we deeply appreciate the trust our clients place in us and recognize the importance of the relationships that are built along the way. We are truly honored to serve as a trusted referral resource for our clients' professional networks, including their business partners, vendors, and customers. It’s a privilege to support your ongoing success, and we take great pride in the opportunity to extend that support to those you refer to us.
As a full-service CPA firm, we offer a comprehensive range of services, and we are committed to providing the same level of care, attention, and expertise to every referral we receive. Whether it's guiding a new business owner, assisting with tax planning, or offering strategic financial advice, we are here to ensure your referrals receive the highest quality of service.
We believe that word-of-mouth is one of the most powerful ways to build meaningful connections, and we encourage you to share your positive experiences with family, friends, and colleagues. Our referral network continues to grow, and we couldn’t do it without the support of our longstanding clients. Each referral is a reflection of the trust and satisfaction you've placed in us, and we are grateful for the opportunity to assist those in your network.
Thank you for being an integral part of our continued success. We look forward to serving those you refer with the same professionalism, dedication, and care that has made us your trusted CPA firm.
Here are some key benefits you can expect from partnering with us:
At Accavallo & Company, we treat every referral with the same level of professionalism, care, and expertise that our clients have come to trust. Whether they need tax planning, financial advice, or business guidance, your referrals will receive top-quality service tailored to their needs.
Referring someone is simple! You can provide them with our contact information or direct them to our website at www.aco.cpa. Alternatively, you can email us their details to [email protected], and we’ll reach out to introduce ourselves.
Once we connect with your referral, we’ll provide a consultation to understand their needs and tailor our services to help them succeed. We’ll keep you informed while maintaining the confidentiality of their information.
Yes! We’re launching our “Loyalty Rewards Network” to show appreciation for those who refer clients to us. It’s our way of thanking you for your trust and support.
Referrals allow us to expand our professional network and build lasting connections. Your trust in us reflects the quality of service we provide and helps us create a strong community of successful clients and partners.
Feel free to contact us at 203-925-9600 or email us at [email protected] to learn more about our referral process.
Connect with us to join our Affiliate Network and unlock a world of resources, collaboration, and mutual growth opportunities tailored to elevate your client services and strengthen professional relationships.
(619) 573-1696
We are open on Saturdays starting from the second week in February to April 15th from 9:00 AM to 1:00 PM.
Extended evening hours are available upon request.
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.
