About Us
The Firm
At Harborstone Point Advisors, we go beyond traditional accounting. Our team delivers forward-thinking tax, accounting, and strategic advisory solutions designed for entrepreneurs who want clarity, scalability, and control. With a focus on personalized attention and tailored solutions, we are committed to helping individuals and businesses navigate their financial landscape with confidence and clarity.
Advisory-Driven Solutions for Tax & Modern Businesses Needs
Tax Preparation & Advisory
Knowlege & Expertise
We help clients navigate every aspect of tax strategy and preparation with a proactive, forward-looking approach. Our focus is on minimizing tax exposure, maximizing cash flow, and aligning every decision with your broader financial goals. By combining deep technical expertise with ongoing analysis of evolving tax laws, we identify opportunities to optimize your position and keep you ahead of change.
Accounting, Financial Management & Strategic Advisory
Strategic Guidance
Accurate financials are the foundation of confident, strategic decision-making. At Harborstone Point Advisors, we integrate accounting, reporting, and strategic advisory services to deliver clarity, control, and foresight. Whether it’s monthly bookkeeping, management reporting, or full CFO advisory, we streamline your accounting systems and reporting to provide real-time visibility into performance, profitability, and cash flow.
Valuation
Accredited Valuation Analysis
Our valuation practice provides independent, defensible analyses for privately held businesses, addressing needs across transaction planning, shareholder reporting, estate and gift tax compliance, buy-sell structuring, and dispute resolution. Each engagement is built on rigorous modeling, market-based benchmarks, and specialized industry insight to ensure accuracy and credibility.
Exit Planning
Business Continuity
We offer comprehensive exit planning solutions designed to position small businesses for successful ownership transitions. Our services focus on maximizing enterprise value through strategic preparation, operational optimization, and risk mitigation.
Capital Markets Advisory
Strategic Capital Solutions
We advise clients through every stage of the capital process, from raising growth capital and refinancing debt to structuring strategic transactions. Whether pursuing a merger, acquisition, recapitalization, or liquidity event, Harborstone Point Advisors delivers hands-on guidance from strategy to execution. Through our network of private capital providers, we craft tailored capital solutions designed to align with each client’s long-term objectives.
Our Edge
1
Trusted Expertise
Our team combines technical depth with practical experience to deliver advice you can rely on.
2
Tailored Solutions
We provide tailored solutions that align with your unique business needs, ensuring sustainable growth and long-term success.
3
Client Centric Approach
Our client-centric approach ensures that your business objectives are at the heart of everything we do, driving tangible results and sustainable growth.
4
Proactive Guidance
We stay ahead of change so you can stay focused on progress. Our proactive approach helps identify opportunities early, mitigate risks, and keep your business moving forward
How Can We Help?
Contact Us
3785 NW 82nd Ave
Suite 304
​Doral, FL 33166
800.305.3221
