Accavallo & Company, LLC

Advisory

Our business advisory professionals have a broad range of experience servicing diversified, small closely held businesses in various sectors. Our services are designed to enable you to succeed and grow your company.

Accavallo and Company, LLC provides industry focused insights to help you find the right solutions for your organization or individual needs. We approach business challenges with the passion, knowledge and experience to find real solutions and create cost-saving opportunities for your business. Overall, our mission is to help your organization reach optimal success.

WE OFFER CONSULTING SERVICES IN THE FOLLOWING AREAS:

TAX ADVISORY SERVICES

Our tax consulting professionals work with you to identify strategies for tax savings.

BOOKKEEPING SERVICES

We provide businesses with bookkeeping and payroll tax preparation services.

LOAN PROCUREMENT

We help businesses and individuals start businesses and make informed financial decisions.

INSURANCE ADVISORY

We understand that minimizing risk is essential to maximizing the potential of every organization.

PAYCHECK PROTECTION PROGRAM

New rules are complex. Allow our firm to assist your business through these challenging times.

LITIGATION AND DISPUTES

Our professionals gather, analyze, and evaluate evidence. We support individuals, businesses, and legal counsel.

COST RECOVERY AND ACCOUNTING

We can help you reduce current tax liabilities and capture the time value of money.

AND MORE ADVISORY SERVICES

We offer an array of advisory services that will help you spot your needs and challenges.

HOW CAN WE HELP YOUR BUSINESS MOVE FORWARD?

Contact us today and speak with one of our industry experts.

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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.