Where tech meets humanity

From the day we founded Breakaway Bookkeeping & Advising we embraced technology. We even made it a pillar of business!  The accounting, financial services, and bookkeeping industries have consistently been identified as ripe for technological disruption. Experts have repeatedly said that artificial intelligence and machine learning will make many previously highly paid financial services jobs obsolete. In many ways, we agree with those experts.

However, even though we identified technology as a primary pillar of our business, ours has always been a decidedly human powered model. So, we added a modifier. We said  that Breakaway would be a technology enabled company. In other words, while we love technology, we are really only interested in how that technology helps our team to better serve their clients. To paraphrase Steve Jobs, “It’s not a faith in technology. It is a faith in people.”

Kristen Keats

CEO

Accordingly, as we follow the rise and fall of ScaleFactor, we are even more confident in our strategy that uses technology to empower our amazing advisors to better serve their clients and simplify their own lives. While we know this doesn’t create the valuation multiples of a software company, we also know that the team and the clients they serve are better off because of it.