Bookkeepers + Controllers

Breakaway Bookkeeping

Friendly. Reliable. Smart. Supported. Tech-enabled.

You can love your bookkeeper.

At Breakaway, we believe your bookkeeper and controller should be a friendly, trusted advisor who knows you and knows your business.

At the end of the day, it’s not just about making sure the numbers balance, it’s the surety that somebody has your back and will stand by your side through every tough decision, scary moment, and professional conundrum. Our bookkeepers and controllers lead with head and heart to make your business works for you.

“[Our advisor] offered strategic insights that we likely would never have considered otherwise, which led to opportunities for us to see innovative pathways forward.” -Amina Moreau, CEO of Radious

Happy Advisors = Happy Clients

We support our advisors with cutting-edge cloud accounting and workflow technology; an amazing offshore team; and a vibrant community, so they can work smarter and spend more time where it counts: getting real with their clients.

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A Few of Our Services

Set up + Clean Up

Accounting clean-up

Desktop to online conversion

Third party app integrations

Review fastest ways to collect payment from customers (i.e. PayPal, Intuit Payments, Stripe)

Fintech advisory

Cyber security discussion

Bookkeeping

Recording financial transactions

Entering bills from vendors

Applying payments to Invoices

Split revenue and expenses by classes

Bank reconciliations

Track fixed assets

Reviewing and maintaining the general ledger

1099 Creation

Fractional Controller

Manage cash flow

Creating aged payables/receivables schedules

Time tracking and payroll strategy

Simple financial reporting (income statement, balance sheet, statement of cash flows)

Budgeting

Making adjusting entries

Managing bookkeeping team

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"The folks at Breakaway Advising have been an on-going breath of fresh air to our company. The service they provide is nothing short of amazing. They are knowledgeable, proactive, responsive and committed. I have never encountered a Breakaway professional that wasn’t the best at what they do. What really impresses me most about Breakaway and their team is simply the overall quality of their organization. It doesn’t matter who you deal with, you will always get the same level of service and expertise."

– Russ C.
I'm thrilled with the exceptional service we receive from our knowledgeable, resourceful, responsive and friendly Breakaway advisor who has helped improve our accounting processes. She efficiently utilizes tech tools to keep us informed, share reports, and hold quick meetings while continually developing great rapport with our team."

– Christine P.