Family Office with Breakaway offers a white-glove service to professionals who want the confidence of having their finances under control without the stress of having to manage the day to day. By seamlessly handling your family’s finances, our clients enjoy less stress and more time with family and friends to enjoy the life they work so hard for.

It’s less than a week until we light it up in Las Vegas, and whether you’re a first-timer or a seasoned pro, it’s time to level up your game. We’ve consulted with some of our QBC legends and compiled a list of 10 badass tips to help you own the Aria like a true rockstar.

At Breakaway, we say our mission is to “bring joy to accounting,” and that means joy not just for our advisors, but for our clients too. This month we’re excited to spotlight MovHer, a woman-owned independent moving company based in Spokane, Washington.

For our clients looking for a solid all-around solution we often recommend Xero, which is fast becoming one of our favorites. An array of user-friendly yet scalable features paired with top-notch customer service make it an especially good choice for clients new to managing their finances.

First and foremost, we define good accountants as those who know and follow accounting standards without exception. Ultimately an exceptional accountant should understand, capture, and be able to discuss in detail all facets of a company’s operations.

At Breakaway, our advisors provide different levels of support depending on what each client needs, ranging from bookkeeper to controller to chief financial officer. But–what do each of those terms mean? In particular, our clients often ask us what we mean when we speak about a “controller.” How does that differ from a bookkeeper, or from a CFO?

When we first speak to a new client, we start by asking lots (and lots and lots) of questions about their business and their goals to assess what kinds of services they need. For some, this involves a conversation about the different foundational types of accounting, and what each can do for a small business.

Breakaway advisors are so much more than number crunchers. After all, there are plenty of people (and softwares) out there that can input some data and reconcile a few accounts for you. What sets Breakaway apart is the personal guidance advisors provide to every client. We come alongside our clients by really listening to their vision and goals for their business, and work together to find the financial path towards achieving those goals.

The old way of billing for accounting services–by the hour–left accountants burned out and clients underserved.

That’s why our BreakaWAY is different.

Our advisors work directly with their clients, striving to provide value and transformation, not just a list of completed checkmarks measured in minutes.

In today's digital age, small businesses are embracing technology to streamline their operations and improve efficiency. Popular cloud-based accounting softwares, such as Xero or Quickbooks Online (QBO) have become go-to solutions for many entrepreneurs. While these offer numerous benefits, there are five main reasons having an accountant or bookkeeper is still essential for many small businesses.