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After 15 years in public accounting where I served a firm most recently as a partner and its IT Director, I started my own practice in 2017 to embrace the latest technologies to better serve my entrepreneurial clients working in professional services, marketing, retail, and non-profit markets.

Our mission is to provide clients with the best quality services and help fulfill their financial needs. We understand that every successful financial strategy starts with an excellent client relationship. Our mission and values are based on integrity and transparency. We strive to exceed client expectations and ensure them with the best value they can receive.

Small Business Specialist

We're a 100% virtual CPA firm, specializing in tax planning and preparation for real estate investors. Our expertise is matched only by our ability to effectively communicate information and advice. We strive to provide clarity to our clients by translating complicated tax lingo into layman's terms. We pride ourselves on our availability and responsiveness; our systems, processes, and use of technology allow us to interact with our clients with ease, even if we're miles away. Basically, we're the member of your team that's going to save you tax dollars and explain to you exactly how we did it. See more at www.aiolacpa.com

Ferociously committed to helping small and medium size businesses succeed with Business Advisory Services with strong monthly accounting, system and procedure improvements and automation, monthly consultation meetings at the foundation of our comprehensive services. We strive to improve every aspect of your business, improve profitability, build business value and remove the hurdles and challenges that impede your ability to operate a well oiled machine positioned to grow and be successful.

Consider us your 1-800 Helpline for nonprofits! We're all things 990's, boards, and nonprofit software

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.