About Us
The Firm
At Harborstone Point Advisors, we go beyond traditional accounting to deliver forward-thinking tax, accounting, revenue cycle management, and strategic advisory solutions designed to provide clarity, scalability, and control. Serving privately held businesses with specialized expertise in behavioral health providers, we combine personalized service with tailored financial and operational solutions to help clients optimize cash flow, strengthen financial performance, and navigate their financial landscape with confidence.
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. 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.
Behavioral Health Revenue Cycle Management & Financial Advisory
For Behavioral Health Operators
Harborstone serves as a strategic financial partner to behavioral health providers, delivering integrated revenue cycle management, accounting, and outsourced CFO solutions designed to strengthen financial performance and support long-term growth. We help treatment centers, mental health practices, and addiction recovery organizations maximize reimbursements, reduce claim denials, improve collections, optimize cash flow, and enhance operational efficiency across the entire revenue cycle. Beyond day-to-day billing and accounting, we provide executive-level financial reporting, budgeting and forecasting, profitability analysis, capital planning, transaction support, and strategic advisory to help organizations scale efficiently, build lasting enterprise value, and focus on delivering exceptional patient care.
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.
Capital Markets Advisory
Strategic Capital Solutions
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
Leadership
Our leadership team at Harborstone Point Advisors brings deep experience and proven expertise with a focus on delivering exceptional service.
Chris Chakford
Managing Member
Chris guides small businesses with tailored accounting and strategic advisory services as the leader of our Sanibel office.
Morgan Dzwonkowski, ABV
Managing Member
Morgan advises small and medium-sized businesses providing accounting, valuation, and strategic advisory services from our Palm Beach office.
Ryan Carling, CPA
Tax Principal
Ryan brings over 25 years of specialized tax and accounting experience to individuals and businesses from our Baltimore office.
Vasanta Senerat, CPA
Tax Principal
Vasanta brings over 30 years of tax and accounting leadership serving individuals and small businesses and founded our Sanibel office.
How Can We Help?
Contact Us
3300 PGA Blvd
Suite 507
Palm Beach Gardens, FL 33166
1633 Periwinkle Way
Suite B
Sanibel, FL 33957
239.472.6000