Friendly. Reliable. Smart. Supported. Tech-enabled.
You can love your bookkeeper.
At Breakaway, we believe your bookkeeper should be a friendly, trusted advisor who knows you, knows your business, and knows your community. At the end of the day, it’s not just about making sure the numbers balance, it’s the surety that somebody has your back and will stand by your side through every tough decision, scary moment, and professional conundrum. Our bookkeepers and virtual CFOs lead with head and heart to make your business work for you.
HAppy Advisors = Happy clients
We support our advisors with cutting-edge cloud accounting and workflow technology; an amazing offshore team; and a vibrant community, so they can work smarter and spend more time where it counts: getting real with their clients.
A Few of Our Services
Manage cash flow
Review fastest ways to collect payment from customers (i.e. PayPal, Intuit Payments, Stripe)
Bank reconciliations
Split revenue and expenses by “classes” (location or type)
Track fixed assets
Review financing sources (ie: credit cards or lines of credit)
Review banking fraud protection options
Cyber security discussion
Review of owner compensation
Benefits and compensation packages for top talent
Advise on retirement plan options (401K, SIMPLE IRA, etc.)
Accounting clean-up
Desktop to Online Conversion
Budgeting/Forecasting
Third party app integrations
Audit Prep
Financial Reporting and KPI's
Stakeholder/Board Meetings
Assistance with hiring for finance positions
Strategy and planning
Group health benefits
Time tracking and payroll strategy
Guidance on entity type
“The folks at Breakaway Advising have been an on-going breath of fresh air to our company. The service they provide is nothing short of amazing. They are knowledgeable, proactive, responsive and committed. I have never encountered a Breakaway professional that wasn’t the best at what they do. What really impresses me most about Breakaway and their team is simply the overall quality of their organization. It doesn’t matter who you deal with, you will always get the same level of service and expertise.”
“I’m thrilled with the exceptional service we receive from our knowledgeable, resourceful, responsive and friendly Breakaway advisor who has helped improve our accounting processes. She efficiently utilizes tech tools to keep us informed, share reports, and hold quick meetings while continually developing great rapport with our team.” ”
Our Bookkeeping + Fractional CFO Advisors
