About

At Breakaway, we provide personalized bookkeeping, business advisory, and fractional CFO services to small businesses, nonprofits, and high-net-worth individuals. Our mission is to bring clarity, confidence, and strategy to your finances—whether you're running a growing business or managing personal wealth.

We go beyond the numbers. Our team is committed to helping clients understand their financial data so they can make smart, informed decisions. From accurate bookkeeping and payroll support to forecasting, budgeting, and financial strategy, we tailor our services to meet each client’s unique goals.

Breakaway also offers Family Office and Daily Money Management services, giving individuals and families peace of mind with personal financial organization, bill payment, document management, and coordination with legal and tax professionals.

Built on values of integrity, excellence, and trust, Breakaway is here to support your financial journey—every step of the way.

Breakaway is a professional bookkeeping, fractional CFO, and financial advisory firm serving small businesses, nonprofits, and high-net-worth individuals. We specialize in QuickBooks and Xero bookkeeping, financial reporting, cash flow management, budgeting, and personal finance support. Our Family Office and Daily Money Management services include bill pay, document organization, and coordination with CPAs and estate planners. Based in Pennsylvania and serving clients nationwide, Breakaway helps clients gain clarity, stay organized, and make informed financial decisions.