Welcome!

Welcome to Breakaway! We are absolutely thrilled to have you join our community. As you begin your journey as an advisor who works for themself, not by themself, take a minute to familiarize yourself with our founders, execs, and incredible support teams who ensure your success every day.

Who’s who?

Claudia Orozco / Accountant & Bench Captain

But who’s my Go to?

Not sure who to reach out to with a specific question or need? Here’s a quick guide:

Our robust Slack community is the best place to start! We have many channels covering a wide variety of topics and, if in doubt of where to start, #advisor-community is always your best bet. Don’t forget to tag those who might be best able to help you and don’t be afraid to follow up if you don’t get a quick response. Posting on Slack also allows others to learn from your questions - and no question is too small!
Something sensitive to ask? Email advisorsupport@breakawayba.com for a quick and confidential response from our CEO or COO.
Marketing question or request? Email marketing@breakawayba.com and a member of our team will be in touch.

Core Values, Leadership Principles, and Pillars

At Breakaway, we're all about joy. But what does that mean? Take a journey with us to learn about our core values, our pillars, and our leadership principles.

Get our downloadable PDF here.

Click here

Jump to a Section

Looking for something specific? Use the top navigation menu, or click on one of the topics below to quickly jump to a page in our Slipstream training and resource library.

Breakaway Holiday Calendar

New Cohort Sessions

Primary Tech Stack (Tech Stack Overview, Google, Slack, Asana, Anchor)

Cloud Accounting Tech Stack (QBO, Xero, Freshbooks)

Secondary Tech Stack (All other software partners)

Marketing + Branding

Blended Shore Teams

Scope, Pricing + Sales

Advisor Resources

Tax Tips

Client Relations and Workflow

International Franchise Association (IFA)