Rechelle Kennedy
Advisor
Rechelle Kennedy helps small business owners transform financial data into actionable insights, empowering them to make informed decisions and drive sustainable growth.
In addition to small business bookkeeping and advisory, Rechelle also specializes in Family Office services, helping high-net-worth individuals and families manage their personal finances, including bill payment, document and records management, and coordination with clients' wealth management teams on topics such as investment, trust and estate management, and tax compliance and planning. As a member of the American Association of Daily Money Managers, she delivers personalized, hands-on support to clients, guiding them through their day-to-day financial needs with care and attention.
As a trustworthy advisor, Rechelle builds long-lasting relationships based on integrity and transparency, helping clients navigate their financial journeys with confidence. With first-hand experience from owning her own business, she understands the unique challenges small business owners face and is passionate about empowering them to make informed decisions that propel them forward.
Her approach is engaging, making the financial process interactive and approachable. Rechelle works closely with clients to ensure they understand every step, fostering collaboration and a sense of partnership.
Rechelle holds a Master of Business Administration from The Pennsylvania State University and both a Bachelor of Business Management and Bachelor of Marketing from Pensacola Christian College. Outside of her professional life, she enjoys spending time with her hard-working husband and two daughters and loves walking her two boxer fur babies while enjoying the outdoors.
What clients Are Saying
“Before Rechelle and Breakaway Bookkeeping came along, I was using a bookkeeping service that seemed to add layers of complexity to my business finances instead of simplifying them. That scenario did a complete 180-degree turn when Rechelle stepped in. It almost felt like she walked in, snapped her fingers, and the jumbled mess was now untangled. Before, I would dread working on my finances, but now I look forward to it, especially Rechelle’s monthly reports! She has a knack for telling a story using only numbers. It’s not just about what the numbers are but why they are the way they are. She keeps an eye on trends and variances while also pinpointing any areas where my business may have potential for growth and development. Rechelle’s expertise and Breakaway’s unique approach make for an illuminating experience that goes beyond what traditional bookkeeping typically offers. Having this level of clarity about my finances makes me feel more optimistic than ever about the road ahead for my business. Highly recommended!”
— Appliance 911
“Rechelle is steady, on time, delightful to work with, understanding of my delays. Nice, smart, talented, and efficient.”
— Harry Ray Jordon, Jordan Commercial Real Estate
“Rechelle is always upbeat and great to discuss with. Great direction, timely advice, timely reporting. Knowing that the dreaded bookkeeping is handled is a load off my mind.”
— Brent Ward, Left Coast Facilities Consulting
press
“Maximizing Profitability: The Key to Success For Salon Owners” Professional Beauty Association, June 2024
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