Accavallo & Company, LLC

Top 4 Reasons All Businesses Need Year-Round Accounting Services

At Accavallo & Company, we understand that successful businesses don’t happen by chance—they’re built on a foundation of strategy, insight, and proactive financial planning. Whether you’re a growing startup or a well-established small business, year-round accounting services are essential to keeping your business running smoothly and staying ahead of the curve.

Too often, business owners view accounting as a once-a-year necessity—usually around tax season. We know that ongoing financial management and frequent tax planning can make a significant difference in your business’s profitability and long-term success.

Here are the top four reasons every business needs year-round accounting support—and why regular communication with your CPA isn’t just helpful, it’s critical.

  1. Accurate, Real-Time Financial Tracking

Your business doesn’t pause between tax seasons—and neither should your accounting. Consistently tracking financial transactions, expenses, and income helps eliminate costly errors, streamline operations, and identify opportunities for growth. With year-round accounting services, our team ensures your books stay up to date, so you always have a clear picture of your financial health.

Why it matters: Accurate books support better decision-making, more efficient audits, and stronger internal controls. And when you meet with your CPA regularly, you can make informed choices based on real-time data—not outdated reports.

  1. Insightful Financial Analysis and Business Guidance

Accounting is about more than just crunching numbers. When we partner with businesses throughout the year, we provide valuable insights that help clients spot trends, optimize costs, and improve cash flow. Strategic analysis can also help you seize new business opportunities—or avoid costly missteps—before it’s too late.

Why it matters: Working with your CPA year-round gives you the ability to pivot quickly and make strategic decisions with confidence. This kind of proactive support is crucial for businesses that want to grow sustainably.

  1. Ongoing Tax Planning = Maximum Savings

Tax time shouldn’t be the only time you think about taxes. Smart business owners know that frequent tax planning with their CPA can lead to major tax savings. At Accavallo & Company, we don’t just help you file—we help you plan.

By working together throughout the year, we identify deductions, credits, and opportunities that can lower your tax liability. We also help you avoid surprises and stay compliant with ever-changing tax laws.

Why it matters: Effective tax planning can’t be done in a rush. It requires consistent review, forecasting, and adjustments—something we specialize in with our year-round clients.

  1. A Flexible, Forward-Thinking Business Plan

Your business evolves throughout the year—and your financial strategy should evolve with it. If you’re only engaging an accounting firm during tax season or sporadically throughout the year, you may be missing out on valuable chances to fine-tune your operations or correct inefficiencies early.

Why it matters: With Accavallo & Company CPAs on your side year-round, we become your trusted advisors. We help you build a dynamic financial roadmap that adapts as your business grows.

The Bottom Line

At the end of the day, investing in year-round accounting isn’t just about staying organized—it’s about positioning your business for long-term success. Whether it’s optimizing tax strategies, providing strategic business insights, or keeping your financials airtight, Accavallo & Company CPAs is your partner every step of the way.

Let’s talk about how we can help you plan smarter, save more, and grow confidently—all year long.

 

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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.