The income statement is a treasure trove of financial insights. With ratios derived from it, one unlocks critical metrics that reveal a company’s profitability, efficiency, and overall financial strength. There’s just so much to delve into, so much to analyze and so much actionable information to uncover.

Most freelancers agree that the hours accumulated become more manageable when you love what you do.

Though balance sheets are not as “sexy” as, say, income statements, learn why they have a special place in our hearts and how they capture a company’s potential.

Breakaway is proud to announce we have earned the Certified Age Friendly designation, awarded by the Age Friendly Institute for our commitment to providing an exceptional place to work for our advisors aged 50 and above.

Freelancing is a great business option for many, but the details can be confusing for those just staring out. Advisor Jim Aliquo simplifies the setup process into three easy steps.

The story that exceptional accountants provide in the form of financial statements and advisory services provide an all-encompassing set of information that can be used to highlight strengths and identify areas for improvement.

Joy, as distinguished from mere happiness, becomes the vehicle for compassionate and clear conversations. The recognition that joy encompasses a broader spectrum of emotions allows for discussions that delve into uncomfortable territories, all in the pursuit of organizational clarity and progress.

You, like many other hustlers out there, might still be trying to handle your bookkeeping in-house to save some money. Or, maybe it’s because the thought of finding the right help is daunting. But let's face it – there comes a time when you need a money pro. Here are 7 telltale signs that scream, "Get yourself a bookkeeper!"

So you decided to start a business - congrats! But now what do you do? Here’s a quick outline of your first 6 steps to set your business up for success. (In order—do not skip the order!)

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.