Harbor Road Capital Management

Gusto Bronze Partner Badge
Gusto Bronze Partner

Serves 6 Gusto clients | Partner since 2019

Harbor Road Capital Management LLC, a Registered Investment Advisor, founded in 2012, and Harbor Road Financial Services work closely with a select group of clients to provide financial planning & analysis, investment management, CFO support, and highly customized family office services and infrastructure.

Our clients include ultra high net worth individuals, entrepreneurs, early-stage business entities, and small- to mid-sized investment funds.

Gusto Bronze Partner Badge
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Harbor Road Capital Management

Serves 6 Gusto clients | Partner since 2019

Harbor Road Capital Management LLC, a Registered Investment Advisor, founded in 2012, and Harbor Road Financial Services work closely with a select group of clients to provide financial planning & analysis, investment management, CFO support, and highly customized family office services and infrastructure.

Our clients include ultra high net worth individuals, entrepreneurs, early-stage business entities, and small- to mid-sized investment funds.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 2-4 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
Expensify icon
Expensify

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Administration & support services
  • Arts & recreation
  • E-commerce
  • Finance & insurance
  • Food & beverage
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Repairs & personal services
  • Software startup

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
Team photos

Software experience

Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
Expensify icon
Expensify

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Administration & support services
  • Arts & recreation
  • E-commerce
  • Finance & insurance
  • Food & beverage
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Repairs & personal services
  • Software startup

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.