Elevate your business with Accavallo & Company’s Fractional CFO services. Our seasoned accountants are dedicated to boosting profitability, growing your team, and increasing income while reducing decision-making stress. Choose our Fractional CFO services for a transformative approach to achieving your specific business goals. Together, we’ll turn your vision of financial success into reality.
We offer Fractional CFO services that turn financial frustrations to strategic success in the following areas:
Our CFO Services are designed around three main packages, each aimed at addressing gaps in your finance leadership. Discover our exclusive CFO tier packages, designed to provide comprehensive financial leadership, strategic planning, and fiscal oversight tailored to elevate your business's financial performance and growth.
Ideal for new businesses, this package provides foundational financial planning and guidance.
Tailored for businesses experiencing growth, this package focuses on scaling operations and optimizing financial performance.
A consultative package offering high-level strategic advice and support for specific financial challenges or projects.
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Discover how Accavallo & Company’s Fractional CFO Services can elevate your business. Our video highlights the expertise our seasoned accountants provide to boost profitability, grow your team, and reduce decision-making stress. We partner with CEOs to create and implement effective financial strategies through a proven model. From thorough onboarding to tailored financial plans, we align your objectives, develop profitable pricing strategies, and connect marketing efforts with revenue generation.
See how tracking the right KPIs, stabilizing cash flow, and leveraging capital for growth can transform financial frustration into strategic success. Learn about the cost-effective benefits of hiring a Fractional CFO, and start your journey to financial excellence and impactful growth with Accavallo & Company. Book a strategy session today and let us guide you on the front lines of financial success.
Get started with Accavallo & Company – Your Trusted Advisors on the Front Lines of Financial Success!
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(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.
Our Informed CFO Services provide you with the financial insights and data you need to make well-informed decisions. By leveraging advanced analytics and comprehensive reporting, we ensure you have a clear understanding of your financial landscape, enabling you to navigate challenges and seize opportunities with confidence.
With our Proactive CFO Services, we go beyond the numbers to anticipate potential financial issues and opportunities. Our team actively monitors your financial health, implements forward-thinking strategies, and provides timely recommendations to keep your business ahead of the curve. This proactive approach ensures you are always prepared for what’s next.
Our Strategic CFO Services are designed to align your financial management with your long-term business goals. We work closely with you to develop and execute financial strategies that drive growth, enhance profitability, and support sustainable success. By integrating financial planning with your overall business strategy, we help you achieve your vision for the future.
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.
