Breakaway Bookkeeping & Advising

Bringing joy to accounting

Accountant in Sherwood, OR (show on map)

Fractional CFO, bookkeeping, and family office services with a focus on joyful, community-driven advisory.

About

Breakaway Advising is a remote-first accounting advisory firm that believes your accountant should be a friendly, trusted advisor who knows you, your business, and your community. They offer fractional CFO services, bookkeeping, and family office support, leading with head and heart to make your business work for you.

Their international team and cutting-edge cloud technology enable them to deliver more, faster, while respecting everyone's personal time. They emphasize community, radical honesty, and inclusivity, and hold an annual in-person meeting in Portland, Oregon.

Joy-first culture with radical honesty and inclusivity

No hourly billing or arduous seasonal work

Cutting-edge cloud accounting technology (QBO, Xero, FreshBooks)

Exceptional international/offshore team for efficiency

Vibrant advisor community with in-person annual meetings

Back-office support and advisor training so advisors are never alone

Fractional CFO model providing enterprise-level expertise without full-time cost

Services

Fractional CFO

Fractional CFO services providing strategic financial leadership, cash flow management, forecasting, and financial decision support for growing businesses.

Strategic financial planning Cash flow management Financial reporting and forecasting CFO-level guidance without full-time cost

Bookkeeping

Comprehensive bookkeeping and controller services including transaction recording, bank reconciliations, accounts payable/receivable, payroll, and financial reporting.

Recording financial transactions Bank reconciliations Accounts payable/receivable management Payroll strategy 1099 creation General ledger maintenance Budgeting Financial reporting (income statement, balance sheet, cash flow)

Family Office

Concierge-level financial support for families and family offices, managing bill payments, cash flow, records, and coordinating with CPAs, attorneys, and estate planners.

Bill payment management Cash flow tracking Record keeping CPA/attorney/estate planner coordination Financial strategy and oversight

Credentials & Certifications

CPA

MBA

Certified Bookkeeper

Frequently Asked Questions

What services does Breakaway Advising offer? +

Breakaway offers Fractional CFO, Bookkeeping, and Family Office services, supported by cutting-edge cloud accounting technology (QBO, Xero, FreshBooks) and an international team.

What makes Breakaway's approach different from traditional accounting firms? +

Breakaway leads with joy, radical honesty, and inclusivity. They have no hourly billing or arduous seasonal work, use cloud technology for efficiency, and provide a vibrant community and back-office support so advisors are never alone.

Who can become a Breakaway advisor? +

Seasoned professionals including CPAs, MBAs, CFOs, and experienced accounting and finance professionals who want to work in small business advisory services with community and technology support.

What technology does Breakaway use? +

Breakaway uses cutting-edge cloud accounting platforms including QuickBooks Online (QBO), Xero, and FreshBooks, along with workflow technology for efficient and accurate accounting systems.

Is Breakaway a remote company? +

Yes, Breakaway is a 100% remote company that is intentional about community, holding an annual in-person meeting each September in Portland, Oregon.

What industries does Breakaway serve? +

Breakaway serves small and medium-sized businesses, nonprofit organizations, tech companies, family offices, and clients in real estate, oil & gas, and manufacturing industries.

Where is Breakaway located? +

Breakaway is headquartered at 29030 SW Town Center Loop E, Ste 202-158, Wilsonville, OR 97070, and operates as a 100% remote company.

What is the advisor experience like at Breakaway? +

Advisors appreciate the community, values, and support. They have access to back-office support, advisor training, and a network of fellow advisors for questions, good advice, and feedback. They can work with larger clients without being alone in workflows.