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.

If you want international team members to truly move your business forward—not just check boxes—you have to go deeper. Blended Shore is not a plug-and-play solution. Success requires strong documentation, clear communication, and intentional training.

At Breakaway, we’re committed to evaluating small business automations and AI the same way we’ve been doing since the beginning: by finding the intersection between technology and humanity. So when you’re trying to evaluate what’s true and helpful (and what isn’t), here are three steps you can use to sort the noise from the necessary.

Fractional isn’t a compromise. It’s a smart, flexible solution for growing businesses that want expert support without the full-time commitment. Here are the top three myths about choosing fractional accounting support, and the truth behind them.

Most business owners know they need financial statements. But fewer know how to use them.

At Breakaway, we believe financial statements should be more than a formality. They should guide your decisions, spotlight your risks, and reveal your path to growth. Let’s talk about how to make that happen.

Many business owners assume that if they’re profitable, they’ll always have money in the bank. But profit is just an accounting figure—it doesn’t account for when cash actually moves in and out of your business.