Advisory for all

Fractional CFOs

Friendly. Reliable. Smart. Supported. Tech-enabled.

Small business can be lonely.

That’s why Breakaway specializes in fractional CFOs - so every business owner, no matter the size of their business, can have a trusted advisor alongside them, every step of the way.

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 fractional CFOs lead with head and heart to make your business works for you.

How does a fractional CFO work?

Our bespoke fractional CFO packages can cover any of the services listed below and more! Our team will develop the perfect package that supports you and your team, based on your needs and frequency.

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Our Services

Review financing sources

Capital Deployment Strategy

Growth Strategy

Business Coaching

Profitability Analysis

Pricing and Cost Analysis

Financial Reporting and KPI's

Business Assessment & Discovery

Cyber security discussion

Review of owner compensation

Benefits and compensation packages for top talent

Advise on retirement plan options (401K, SIMPLE IRA, etc.)

Budgeting/Forecasting

Audit Prep

Stakeholder/Board Meetings

Assistance with hiring for finance positions

Strategy and planning

Group health benefits

Guidance on entity type

Review banking fraud protection options

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"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."

– Russ C.
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."

– Christine P.