With weekly reports, you don’t just see what happened—you get a forward-looking view of your cash flow, receivables, payables, and expenses. It’s like having a financial dashboard in front of you, allowing you to pivot faster, avoid cash crunches, and make decisions that boost your bottom line.

As small business advisors, we build relationships and meet with our clients continuously throughout the year, not just at tax time. So, since their primary financial relationship is with us, and we know taxes are a big part of their financial picture, we’ve become experts at working with our clients’ CPAs and tax preparers. To ensure a smooth handoff between a Breakaway advisor and the tax team, first and foremost we make sure we’re handing over a clean set of books. But what does that mean?

We are proud to be a fully-remote company, but we also deeply value community. Our Annual Meeting gives us the chance to develop meaningful connections with our colleagues, friends, and partners while pursuing our common goal of developing professionally.

Running a successful cleaning business isn't just about making homes shine. Behind the scenes, there's a whole lot of paperwork and number-crunching to ensure your business is healthy. Here are 5 ways partnering with a professional bookkeeper can increase your profitability and peace of mind.

It's September, which means the next time you blink it will be December and the EOY will be upon us. There are many different levers we can pull to ensure owners have an accurate understanding of their finances heading into the final quarter of the year. But–why is it important? Because our ultimate goal for our clients is JOY, and we help owners achieve it by making sure they’re taking care of three things: themselves, their employees, and their company.

Each Breakaway advisor has a handful of their own “I wish I had known…” about starting their own business, and after working with hundreds of SMB clients we’ve heard it all. However, there are some things we seem to hear again and again–lessons to make the path smoother and more joyful. 

We’ve built a team of experienced advisors and a suite of innovative fintech tools to customize accounting support so it’s whatever you need for your small business. Three words: We got you.

Well-communicated boundaries are key to establishing productive professional relationships, and will set off a waterfall of positive effects.

Whether you’re an overworked accountant or stressed out business owner, here are some of our best strategies for taking good care of yourself (and your people) while you also kick some booty.

Summer is the perfect time for…financial cleanups! Learn why now is the perfect time to hire an accounting professional to get your books in order mid-year.