Tax Preparation & Accounting Support for Individuals, Nonprofits, and Small Businesses
I provide tax preparation and planning for individuals and small businesses. I also provide contract controller, CFO, and general accounting services tailored to nonprofits and small businesses. My work focuses on accurate tax compliance, streamlining financial operations, strengthening internal controls, and delivering actionable insights to support growth and compliance. Whether you need a reliable CPA to prepare your tax returns, day-to-day accounting support, better financial reporting, or strategic guidance, I’ll help you gain clarity and confidence in your numbers.
My Approach
Tax Services
For tax preparation and planning engagements, my focus is on clarity, accuracy, and efficiency. After an introductory call or visit to confirm fit and scope, I provide a clear fee estimate and next steps. I use a structured intake process to gather information, prepare accurate returns, and communicate proactively throughout the process. For more complex situations, I may recommend planning opportunities or file an extension to ensure everything is handled correctly. My goal is to provide reliable, professional tax service without unnecessary complexity, so you can move forward with confidence.
Accounting & Controller Services
In any business relationship, finding the right fit is important to me. My approach is to invest time—at no charge—getting to know you, your business, and your team. I want to fully understand how your operation runs and identify where I can add value. From there, if we both agree I’m the right partner to support your accounting needs, we can begin on a month-to-month basis.​​
​
Please click tab at right to read about my background.
Areas of Expertise
Tax Preparation and Planning
I provide tax preparation and planning services for individuals, small businesses, and nonprofits. Whether it’s a personal 1040, a small business LLC or S-corp, or a nonprofit tax filing, I focus on accuracy, compliance, and smart planning. My goal is to help you avoid surprises, minimize tax risk, and make confident financial decisions.
Nonprofit
Nonprofits face unique financial challenges — from tracking restricted funds and managing grant budgets to providing clear, accurate reports for boards and donors. I bring hands-on experience in nonprofit accounting, helping organizations stay compliant while maintaining transparency. My goal is to give nonprofit leaders the reliable financial insight they need to focus on their mission with confidence.
Audit Preparation Support
Preparing for an external audit or review can be stressful and time-consuming. I help organizations streamline the process by organizing records, reconciling accounts, and preparing detailed schedules and documentation. With the right preparation, your auditors have what they need, reducing disruption to your team and ensuring a smoother, more efficient audit experience.
Strategic Planning
I provide CFO-level support to help you plan ahead — from cash flow forecasting and budgeting to financial analysis and strategic planning, including capital expansion analysis and sales pricing strategy. With clear financial insights, you’ll have the tools to make informed decisions, manage growth profitably, and position your business for long-term success.
Client Testimonials
"Having Bob O’Connell as the contract controller for Buncombe County Schools Foundation has been a game-changer. He brings not only financial expertise but also a steady, reliable presence that we can count on. From managing day-to-day accounting to providing big-picture insights, he has given us clarity and confidence in our financial decisions. He is truly part of our team and we’re grateful for his ongoing support"
Bob has been with us since we started our company a year and a half ago. He set up our books and financial reporting in QuickBooks Online, and his financial analysis has been invaluable in guiding our business decisions, including recommendations on tax structure. He also prepares both our business and personal tax returns. Bob is reliable, easy to work with, and we look forward to continuing our partnership as our company grows.
I highly recommend Bob O’Connell. He is exceptionally timely, consistently meeting deadlines and responding quickly to any inquiries. Bob has a deep understanding of financial matters and is always able to answer questions clearly and confidently. His strategic investment advice, including a successful recommendation to invest in CDs, has directly contributed to financial gains. Beyond his professional expertise, Bob is a pleasure to work with—approachable, dependable, and always focused on achieving the best outcomes for his clients.
Christy Cheek, Executive Director​
Buncombe County Schools Foundation​
Asheville, NC​
Drive Physical Therapy Saratoga Springs, NY
Kim Plemmons, Treasurer​
Buncombe County Schools Foundation​
Asheville, NC​