How Does Breakaway Work?

Meet our CEO, Kristen Keats, and founder/advisor, Michelle Löpez and learn a little bit about how Breakaway works in this fun kick-off to our “How Does Breakaway Work?” video series.

Success

At Breakaway, we understand that success can be defined in many different ways, from trackable KPI’s to personal wins. In this video, Michelle talks about how we work with our clients to define what success looks like for them.

Pillar #1 - Leveraging Technology

At Breakaway, we are passionate about embracing all the new tech out there, from cloud accounting to online project management and beyond. In this video, Michelle talks about how we do that and how we curate the best tech stack for our advisors and clients.

Pillar #2 - Our Support Team

Do you know that Breakaway has a secret weapon? We LOVE our support team, currently based out of Coimbatore, India. In this video, Kristen talks about what working with an offshore team like ours really looks like and why, not only is it safe and secure, but it’s the best way to get your bookkeeping done AND use your advisor to their full capacity.

Pillar #3 - Our Advisor Community

At Breakaway, we believe happy advisors = happy clients. We support our advisors practically, professionally, and personally. This means our clients get the best out of their advisor and they also never suffer from a loss or disruption in their service if their advisor is ill or takes a well-deserved vacation! Kristen explains it all.

Closing Thoughts

Michelle and Kristen wrap up this series with a few closing thoughts.

FAQ Desktop to Cloud

“You want us to do what?” Some clients are understandably nervous about switching from a desktop accounting system to a cloud accounting system, like Xero. But it’s nothing to fear! Michelle explains why cloud accounting is safer and more efficient.