Meet the team bringing joy to accounting

Barbara is an experienced Healthcare CFO, working primarily with physician-owned groups. She is currently home-based in southern Spain and enjoys hiking across Europe in her spare time.

MEET BARBARA →

With 15 years of experience, Gretchen loves working with small businesses from various industries. She is a powerhouse community leader and is active in her local Rotary Club and PTA.

MEET GRETCHEN →

Nicole is dedicated to helping her clients understand complex problems. This U of O grad and numbers whiz comes to us from Brazil where, when she’s not immersed in a spreadsheet, she’s living the surf life with her young daughters.

MEET NICOLE →

Rick is dedicated to clearing the obstacles that keep small business owners from reaching their highest potential. He goes beyond your financial statements to see what your business really needs.

MEET RICK →

Adrienne is an experienced bookkeeper who is passionate about serving her clients and helping them solve any problem. She is an avid equestrian and spends her free time riding with her daughters and taking care of their equine friends.

MEET ADRIENNE →

Vonmarie is located in New York City and brings more than a decade of experience in the financial services industry. Outside of the office, Vonmarie loves creativity and movement as a devoted bodybuilder who also enjoys painting, dancing, and concerts.

MEET VONMARIE →

Joe is a CPA who brings a wide breadth of experience to business owners by providing strategic advice and oversight as a fractional CFO. He maintains an active lifestyle and especially enjoys mountain biking and golfing in Central Oregon.

MEET JOE →

Sigi is a CPA with over twenty years of experience in the finance community. She is looking forward to partnering with her clients as a fractional CFO: making sense of numbers and making decisions to achieve their goals.

MEET SIGI →

Faith joins us from Maine and is an experienced controller with killer bookkeeping skills. She has more than a decade of experience working with business owners, entrepreneurs, and executive directors.

MEET FAITH →

Deanna is a QuickBooks Certified ProAdvisor and a Xero Certified Advisor. She goes above and beyond to make sure her clients receive exceptional service. While balancing the books is highly important to her, she also knows it’s essential to find a balance between her professional and personal life.

MEET DEANNA →

Rechelle Kennedy specializes in assisting small business owners in turning financial reports into strategic decision-making and growth plans. When she’s not crunching numbers, Rechelle enjoys spending time outdoors with her husband, daughters, and two boxer fur babies.

MEET RECHELLE →

Juliya is an experienced bookkeeper and accountant who is passionate about making sure her client’s businesses thrive. She comes from a family of small business owners and has worked as a bookkeeper and accountant for more than eight years.

MEET JULIYA →

Steven Thompson is an advisor who helps business owners stay on top of their bookkeeping and compliance needs. Before starting with Breakaway, Steven worked for 10 years as a bookkeeper and tax preparer. Steven enjoys wire wrapping, casual video gaming, and spending time with his sweet dogs.

MEET STEVEN →

Victoria is an experienced entrepreneur with expertise in business credit risk, underwriting, and finance. Her ability to help businesses scale, optimize operational efficiencies, and think big picture makes her an invaluable asset to her clients. When not serving on several boards of directors or local government, she is chaos manager of three, a huge Game of Thrones fan, travel enthusiast and bookworm.

MEET VICTORIA →

Manoj is a CPA with more than 16 years of experience. He specializes in global financial services, controllership, offshore team management, accounting system implementation, and transitions. Manoj brings this global perspective with him outside of work as an avid traveler who loves exploring different parts of the world.

MEET MANOJ →

Scott is a Certified Treasury Professional (CTP) and financial analysist with more than 20 years of experience managing domestic and multinational treasury departments. He is passionate about identifying and maximizing key drivers of performance to maximize operational efficiency and profitability. In his spare time, Scott enjoys reading, golf, cycling, and spending time with his wife and puppy.

MEET SCOTT →

Cindy is a CFA (Chartered Financial Analyst) charter holder who brings a wide variety of business planning and valuation expertise to her clients. She loves the outdoors and stays busy all year round by hiking, backpacking, cross-country skiing (and more!) as part of her lifelong pursuit of holistic wellness.

MEET CINDY→

Lydia specializes in QuickBooks bookkeeping and Profit First coaching. She enjoys working collaboratively with her clients to help them understand their cash flow and financial reports, so they can make strategic decisions to sustain and grow a profitable business.

MEET LYDIA→

Jim has an MBA from the Lerner School of Business and Economics. He has over 20 years of accounting experience, including time as CFO. Jim enjoys consulting with clients to provide detailed financial plans to newly formed and established companies.
In his free time, Jim enjoys spending time with his dog, Lanie, working out, and gardening.

MEET JIM→

Seth is a rebel WITH a cause. He has worked in the accounting industry from CPA firms to a family back office, start-ups, and nonprofits. Seth is focused on sharing his joy and excitement for helping small business owners by aligning himself with clients who put good into the world.

MEET SETH→

Sully loves meeting new people and using her more than nine years of experience in the financial services industry to help her clients achieve their business goals. During her free time Sully enjoys connecting with students at her alma mater, Fordham University, and empowering them as they follow their career paths.

MEET SULLY →

James brings a robust background in customer service to the forefront, exemplifying a genuine blend of respect and compassion.
This skill set has been elevated through his dedicated career as a firefighter, adding a profound layer of depth to his professional journey.

MEET JAMES→

With over 25 years of accounting expertise, Lucy is a dedicated QuickBooks Online Advanced ProAdvisor who is enthusiastic about partnering with small businesses to foster growth and success. She leverages her skills in financial analysis and business strategies to empower informed decision-making.
MEET LUCY→

Julie believes in fostering trust through open communication and personalized attention. With a rich background as a Controller and CFO, she brings not only a wealth of financial expertise but also a genuine commitment to easing your accounting stress so you can focus on what truly matters to you and your business.

MEET JULIE→

Susan is a seasoned financial executive with a strong finance, treasury, and business transformation background. Susan holds an MBA and has over 30 years of experience in finance & accounting. As a Fractional CFO, she is passionate about helping & advising companies on working capital improvements, reporting, banking, debt management, and automation.

MEET SUSAN→