When an advisor—a fractional CFO, controller, or ongoing financial partner—acts as a bridge between clients and CPAs, the entire process feels more supported and less stressful.

Clients gain clarity and confidence. CPAs receive well-prepared information. Advisors help ensure that the story your numbers are telling throughout the year is clear and consistent, so business owners can make informed, impactful decisions.

January is the perfect time to focus on outcomes, not tasks. You’re not buying bookkeeping or forecasting for fun. You’re buying the ability to start the year with clean, trusted numbers and fewer unknowns.

What if running your business could feel joyful again?
What if you have more time to focus on the work and priorities you love, because you weren’t buried under the parts you don’t?

Community is our secret sauce here at Breakaway. So though we are proud to be a 100% remote company, we are intentional about our approach to community. Among the most important things we do is our in-person Annual Meeting, held each September in Portland, Oregon. 

A few times a year it’s worth asking: Are your financials telling the full story of your hard work? This is about more than hitting revenue goals. It’s about making sure your numbers reflect the value you’ve created, the resilience you've shown, and the direction you want to go next. Here’s how to turn reflection into action, with a financial lens that helps you finish strong.

A Family Office Advisor functions much like your personal CFO. Their role is to provide concierge level financial support that takes the day to day weight off your shoulders. This might include managing bill payments, tracking cash flow, overseeing records, and coordinating with your CPA, attorney, and estate planner.

Our advisors offer real guidance you can rely on, without the jargon or the judgment. You get someone in your corner who can help you make sense of the numbers—and use them to make confident decisions about what’s next.

A “smart start” to year-end is less about reviewing where you’ve been, and more about taking decisive steps to finish strong and set up 2026 on solid footing.

August is a natural time to review goals and make course corrections before the intensity of fall and year-end takes over. A small shift in pricing, time allocation, or expenses today can compound into major gains by December. But here's the key: profit alone doesn’t tell the whole story.

The year is halfway over, and July gives us a golden opportunity to check in on your financials, realign with your goals, and chart a clear path for the second half of the year.