Partner Resources
ADP Demo
Key Bank Demo
Retirement Options
Join Kristen K and Aalok Shah, from investment firm Zuna, as they discuss different retirement plan options and considerations for our clients, and for advisors.
For more information, contact Aalok Shah at aalok@teamzuna.com
60 Minute CFO
Tracy Bech discusses the 60-Minute CFO program and values, including how to get 60-minute CFO certified and the benefits and resources that includes.
JIRAV
Representatives from Jirav provide an overview of the product, including a visual demonstration of the software.
Ecommerce Accounting Solutions with A2X
If you have clients involved in e-commerce, check out this demonstration of A2X, a software that automates e-commerce accounting for Shopify, Amazon, Etsy, Walmart and eBay sellers.
Specialty Tax Incentives with Tri-Merit
In this video, reps from Tri-Merit explain how their company can partner with Breakaway advisors to help identify tax savings opportunities to lessen the tax burden and increase cash flow for your clients.