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 financial advisory firm providing bookkeeping, fractional CFO, and financial oversight services for business owners, individuals, and families. We support clients with accurate financial reporting, cash-flow insight, budgeting, and strategic guidance to help them make informed decisions with confidence. In addition, our Family Office and Daily Money Management services offer organized, high-touch support for personal finances, including cash-flow oversight, bill coordination, document management, and collaboration with CPAs, wealth advisors, and legal professionals. Based in Pennsylvania and serving clients nationwide, Breakaway is known for its personalized, trustworthy approach and commitment to financial clarity and peace of mind.