Meet Daniel Connell, CPA
Proactive tax strategy and financial leadership for New Jersey and Pennsylvania small business owners who want clarity, not surprises.
- CPA
- Chartered Global Management Accountant
- Small Business Advisory Focus
- Serving New Jersey & Pennsylvania
- Tax Planning + Bookkeeping + Fractional CFO
Clarity
You’ll know what the numbers are telling you and what to do next.
Fewer surprises
Tax planning that happens before the deadline, not after the damage.
Better decisions
Support for hiring, pricing, and growth decisions based on reality.
Why Connell Tax & Advisory exists
I started this firm for a simple reason: most business owners are forced to make high-stakes decisions with low-quality information. Tax prep alone does not solve that.
My goal is to combine accurate compliance with proactive planning and real-world financial guidance, so you can run your business with confidence.
“We don’t just prepare returns. We help you make smarter financial decisions that move you closer to your goals.”
How we work together
Quick fit check
We learn your goals, current situation, and where you feel stuck.
Clean up and clarify
We get the foundation right: taxes, books, reporting, and visibility.
Proactive guidance
Planning and CFO-style support so decisions stop feeling like guesses.
Simple process. No mystery. No jargon Olympics.
Credentials and experience
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Background in corporate financial strategy and operational finance
Focused on helping small business owners translate numbers into action
Special emphasis on tax planning, cash flow, and profitability
Who we help best
great fit
Owner-operators and growing small businesses
Businesses tired of tax surprises and unreliable books
Owners making real decisions (hiring, expansion, pricing) who want clarity
not a fit
People shopping for the cheapest tax filing
Businesses unwilling to keep clean records or follow a plan
Anyone looking for “creative” shortcuts that don’t hold up
Outside the office
When I’m not working with clients, I’m with my family, involved in my community, and spending time outdoors. I also keep bees, which is a good reminder that consistent work beats last-minute panic.
WHAT CLIENTS NOTICE QUICKLY
Quick communication and excellent client experience
They understand what’s driving profit and cash flow
They feel prepared instead of reactive
Ready for fewer surprises and better decisions?
Serving New Jersey & Pennsylvania.