Breakaway Advising

06/05/2026

06/03/2026

A client came to us earlier this year when their controller unexpectedly went out on medical leave. They had a financial close coming up, payroll to run, and a team that was already stretched thin. Hiring a full-time replacement wasn't realistic on that timeline, and they couldn't afford for things to fall through the cracks.

We matched them with a Breakaway advisor within the week. She was already fluent in their tech stack, so onboarding was minimal. She stepped in, got up to speed on their books quickly, and kept everything moving--including delivering clean, accurate reporting right on schedule.

By the time their controller was ready to return, the transition back was smooth, with no backlog and no surprises.

The client got the accounting support he needed, and the controller didn't have to worry about coverage. Instead, she instead was able to use her medical leave to heal and fully recover.

That's exactly why we do what we do.

If your business is navigating a staffing gap--planned or otherwise--a fractional Breakaway advisor can step in without missing a beat. Reach out at breakawayba.com/contact-us to start the conversation.

06/02/2026

The market shifts. Your revenue fluctuates. Your team changes. The last thing you need is a fixed financial commitment that can't flex with you.

That's one of the biggest advantages of working with a fractional Breakaway advisor--the relationship is built to adapt.

Need more support during a period of growth? We can scale up.

Going through a leaner season and need to pull back? That's okay too.

You stay in control, and your financial support moves with you.

In a world where certainty is hard to come by, that kind of flexibility is crucial.

Visit breakawayba.com/contact-us to schedule a meeting and see what flexible support can do for your business.

05/29/2026

Your bookkeeper gave two weeks notice, and your CFO just went on emergency medical leave.

Now what?

A Breakaway advisor can step in without missing a beat--vetted, tech-enabled, and ready to plug into your workflow from day one. No scrambling or long-term commitment. Just steady, experienced support for as long as you need it.

Our advisors enjoy developing long-term relationships with their clients, but they can also provide short-term support when needed.

Reach out to learn more and connect with an advisor now at breakawayba.com/contact-us.

05/28/2026

Did you know that in addition to bookkeeping and advisory services for small businesses, we also have advisors who specialize in financial management for high-net worth individuals and family businesses?

Our family office advisors specialize in the kind of personalized financial management that complex wealth requires, from coordinating across entities and generations to keeping a clear picture of the full financial landscape.

For those managing a family business, significant investments, or multi-generational assets, a Breakaway advisor brings the same hands-on, relationship-driven approach that our clients have come to rely on, tailored to the unique demands of your situation.

If you've been looking for someone who can handle the complexity without losing the personal touch, we'd love to connect.

Learn more at breakawayba.com/contact-us

05/26/2026

When you hire a Breakaway advisor, you get one dedicated person who knows your business inside and out.

But they're also exceptional for what's behind them: a community of 40+ experienced advisors (and growing)--collectively representing hundreds of years of accounting expertise--all working to make sure you're supported.

That's the Breakaway difference. Your advisor isn't working in isolation. They have a hive to consult, collaborate with, and lean on so that you always get the best solutions possible.

Ready to put a whole hive to work for your business?
Visit breakawayba.com/contact-us to set up a 1:1 consultation.

05/21/2026

Small business owners are often stuck between a rock and a hard place: Hire a full-time employee with all the overhead and fixed costs, or become just another number to some generic online accounting provider.

Breakaway's model is intentionally different. Each advisor has years (often decades) of experience helping small businesses truly understand their financial situation, and works alongside their clients to develop recommendations for each unique goal.

On average advisors have around 10-20 clients, so they can develop close personal relationships with each.

Knowing your business inside and out means your advisor can help you make the best decisions possible to navigate the fluctuating marketplace.

If that sounds like the kind of support your business could use, visit breakawayba.com/contact-us to arrange a 1:1 introductory meeting with an advisor.

(And shout out to advisor Carrie Hefner, MBA for the happy client testimonial! 👏 )

05/14/2026

We're thrilled two of our Breakaway team members - Founder + COO Michelle Röse and Advisor Matt Crabtree will be presenting at the Bridging the Gap conference this summer in Charlotte, NC amongst fellow leaders in the accounting industry.

Their topic, "Hidden Math Behind Sustainable Growth: More Revenue, Less Chaos" addresses the fact that many firms set revenue goals without a clear roadmap to achieve them.

Michelle and Matt will present a practical framework that connects pricing, sales activity, marketing efforts, and conversion rates into a scalable growth model, including ready-to-use spreadsheets and workflow templates to put it into action.

We can't wait!

Register to attend at: www.btgconference.com

Tri-Merit

05/12/2026

Breakaway advisors are ready to step in to build lasting, long term relationships with their clients - or to be the short-term solution when a business needs temporary support.

Our experienced bookkeepers, controllers, and CFOs provide the expert accounting services SMBs need to run their business.

Visit breakawayba.com/contact-us to meet 1:1 with an advisor to discuss your needs, and how we can help.

05/08/2026

Many business owners know what this feels like: Your CFO decided to retire early. You know you want to hire a full-time replacement, but hiring takes time. In the meantime, reports aren't getting done, opportunities are missed, and your junior accountants are getting burned out from overwork and lack of mentorship.

This is where hiring a Breakaway advisor on a temporary basis can make a world of difference.

Many of our advisers are experienced CFOs and senior accountants with decades of experience in corporate shops or running small business finance teams.

They can step into that gap to keep things running smoothly by managing your current processes, mentoring your team, and offering the strategic guidance business owners can't afford to be without.

Reach out at breakawayba.com/contact-us to get a 1:1 meeting with one of our advisors, who will listen, assess your needs, and offer solutions with no long-term commitment.