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Breakaway Blog

Kristin Bradley Kristin Bradley

The Beginner’s Guide to Performing a Bookkeeping Cleanup Job

Recently discovered your books are a mess? Don’t panic! Breakaway advisors are experienced at performing bookkeeping “cleanup jobs” and advisor Vonmarie Thomas lists 8 steps you can take to reorganize. This step-by-step beginner’s guide will ensure you have an accurate picture of the financial health of your business.

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Alexis Wayne Alexis Wayne

Engine or Egg Beater? How To Prep For a Successful Exit

In thinking about the health and longevity of your business, ask yourself: Is my business running like an engine or like an egg beater? That’s to say, is your business a well-oiled machine with every part running exactly as it should with minimal input? Or, must you manually churn away with great force to accomplish your business’s goals and deliverables?

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Top 10 Reasons to Buy a Franchise

People are often surprised to learn that Breakaway is a franchise! When our founder’s team sat down in 2019 to figure out the best way to serve our advisors and our clients, it quickly became clear, with the help of some good legal counsel, that a franchise model would work best. Here’s 10 reasons why franchises work, why we’re happy to be one, and how Breakaway is just a little bit different than your average franchise.

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Alexis Wayne Alexis Wayne

Turning Your Side Hustle Into Your Next Career

What if you want to make your side hustle your only hustle? Many accounting firms are breaking the traditional mold and offering alternatives to the Big 4 grind. For example remote bookkeeping and advising firms, like Breakaway Bookkeeping + Advising, offer flexibility in scheduling, a supported network of other advisors (who are equally working from themselves) and joy.

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Alexis Wayne Alexis Wayne

Boosting Your Client List For Better Results

Tax practitioners are often inundated with marketing and promotional pitches on how to “optimize our tech stack,” increase their social presence, attract new clients and improve workflows. While all of these things are important to build and grow a business, the most successful entrepreneurs focus their energy on two valuable assets: their people and their existing clients. Done right, optimizing your client list can lead to higher profits and greater job satisfaction for you and your team. When focusing on existing clients, there’s a few critical questions you should be asking your team.

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Benefits of Outsourcing Small Business Bookkeeping

For small business owners, managing their books and finances can be time-consuming and stressful. Recent surveys have shown that 80% of American small business owners experience stress related to their taxes. A key part of being prepared for tax time is having a clean and organized set of books to give your tax accountant at the end of the year. Breakaway can help with that!

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4 Keys To Successfully Starting Your Own Firm

Some people just work better on their own. And others enjoy the flexibility of being their own boss. Over the last decade, we’ve seen a jolt in self-employed businesses, with 16 million workers who identify as self-employed in the United States. Across all industries, professionals have seen the benefits of becoming entrepreneurs.

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4 Considerations for Post-Pandemic Businesses

Running a small business requires the ability to improvise, adapt, and overcome—now more than ever. Over the past couple of years, it has become more important than ever for business owners to be able to find expert advice, stay on top of changing information, and adapt quickly to new insights. Having a knowledgeable advisor on your side has never been more important to ensuring that you are able to focus on building and scaling your business with confidence.

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Marketing with an Entrepreneurial Mindset

Whether you want to own a business, get ahead in your career, or start a side hustle, having the mindset of an entrepreneur can help you embrace challenges, own mistakes, and reframe failures as opportunities to learn and develop new skills. Learning to have an entrepreneurial mindset is increasingly valued in college courses, online learning, and networking. But what exactly is it, and how can it make you better at marketing yourself or your business?

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How to Organize Your Monthly Bookkeeping Routine

When you look at your bookkeeping from a holistic standpoint, you may notice some gaps. Maybe your books are closing late every month, or maybe your business has innovated faster than your bookkeeping methods. No matter where you are in your holistic bookkeeping journey, you’ll be able to benefit from sitting down and organizing your monthly bookkeeping routine. That way, if and when you choose to work with a fractional CFO to improve your business’s finances, your new partner will have accurate, well-organized information from which to work.

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