We all know December is supposed to be “the most wonderful time of the year” – but, let’s face it, sometimes it also feels like the most hectic. Year-end deadlines and holiday plans compete for every spare minute, and the list of “we’ll push that to Q1” keeps getting longer and longer.
Accounting probably isn't the first place you'd go looking for joy this time of year, but at Breakaway, we think it belongs there anyway. ‘Bring joy’ is the tagline we live by: It shapes who we welcome into our community, and how our advisors show up for their clients. And we hope that after you start working with one of our advisors, it will start to shape your business too.
Built by People Who Chose This Work
Every Breakaway advisor is an experienced finance professional who owns their own business. Some spent years inside corporate finance departments or traditional firms before deciding they wanted to do the work differently. Others already ran their own practice and wanted a strong team behind them. What they share is a genuine love for the work and a deliberate choice to do it in a way that leaves room for real relationships.
Breakaway advisor Carrie Hefner describes her early career at a CPA firm this way: "I was just someone churning out work. I knew then that there was a better way." Today she partners with owners to create meaningful change in their businesses, and she says getting to see that impact firsthand "makes my soul happy."
That's the energy our advisors bring to your books. Each one works with a small number of clients by design, so they can learn your business inside and out and genuinely care about where it's headed.
What That Joy Looks Like on Your Side of the Table
For you, that joy shows up as clarity, and like confidence. You know where you stand each month, and you have someone to call when a decision feels too big to make alone.
Brent Ward of Left Coast Facilities Consulting says that with Rechelle Kennedy as his advisor, he always knows where he stands and what he needs to do to strengthen his finances. Molly Earle of The Gartrell Group shared that her advisor, Faith Bygd, "makes my work life happier and easier," and has become a true partner in building out their financial strategy.
Because Breakaway advisors are business owners too, your conversations happen owner to owner. They understand the pressure of a tight cash month and the weight of a big hiring decision, because they've faced both in their own firms. With the financial side of your business in steady hands, you and your leadership team get more room to focus on the work that moves the business forward. Barbara Burke of Burke Family Ventures says that working with her advisor, Sarah Fiedler, has allowed her to "focus my efforts on things that only I can bring to the table."
Planning 2027 With Someone in Your Corner
The end of the year is a natural moment to reflect on what worked and set your sights on what comes next. A Breakaway advisor can help you turn this year's numbers into next year's plan, whether that means expanding the benefits package for your employees, or mapping out cash flow ahead of a big growth push, or working with a fractional CFO to develop KPI reporting that tracks what matters most and pricing analysis that protects your margins.
The goal is a plan you understand and feel good about, built alongside someone who knows your business well enough to give you clear, honest guidance. Advisors work on a predictable flat monthly rate, so the support itself is one more thing you can plan for with confidence.
Get to Know the People Behind the Numbers
This December, many of our advisors are sharing a little more about themselves, including why they love this work and what they're most excited to help their clients accomplish in 2027. We hope it gives you a glimpse of the people who make Breakaway what it is, along with a sense of what it feels like to have one of them in your corner. Make sure to join us on LinkedIn to follow along!
Start the New Year With Joy
Your time and energy are best spent leading your business and growing what you've built. Let a Breakaway advisor handle the financial side with care, so you can head into 2027 focused on the work you love.
Connect with us at breakawayba.com/contact-us to find the right advisor to bring joy to your business.
