Breakaway Advising

Put your money where your mouth is: At Breakaway, we are proud to support entrepreneurs with NO BARRIERS TO ENTRY, since day one. We are committed to expanding access to opportunities for people who might not otherwise have a shot at owning their own business. If you want to be with us, we want you here. Learn more about what Assisted Entrepreneurship at Breakaway looks like, at https://lnkd.in/gip9nYX. #bringjoy #diversityandinclusion #entrepreneur

Switching accounting or payroll platforms can be stressful, especially when you want to focus your time on fulfilling the core mission of your business--not on accounting. Breakaway advisors, like Adrienne Lambing, are experienced in a wide range of cloud accounting platforms, and continuously training on the latest, best-in-class fintech tools. This allows us to guide our clients toward the solutions that work best for their unique situation, and execute a smooth setup or transition. To learn more about our services and how our advisors come alongside our clients as a strategic partner, visit breakawayba.com. #bringjoy #accounting #fintech #smallbusiness

The tip of the iceberg: We've been talking a lot about our Breakaway community lately, but did you know we also support Breakaway advisors with access to and ongoing training on a robust suite of best-in-class fintech software? We love scrolling throughout a roundup like this Accounting Today article, "Top Apps for Accountants 2024," and seeing many elements of our tech stack. Our goal is to take care of all the "back office" functions that take place below the surface, so our advisors can stand on the tip of the iceberg and focus all their energy on excellent client service. We do the work of researching and vetting new tools, and forming relationships with our partners. Advisors gain platform access to many of today's most useful resources, along with training and support directly from our vendors. (Shout out to LiveFlow and Ramp who even traveled all the way to Oregon for our annual meeting last month!) Are you an accountant trying to run your own firm, wanting to know what that kind of support could do for your business? Visit https://lnkd.in/gip9nYX to learn more. https://lnkd.in/efgzB-8p #accounting #fractionalCFO #entrepreneur #bringjoy

Join Breakaway Advising founder & COO Michelle Röse for our next installment of The LiveFlow Webinar Series! The crew will dive into building and automating a new & improved end-of-week report that will drive valuable insights for clients and become one of your best revenue-driving tools. Learn to: ✅ Implement techniques for presenting data in a compelling & digestible format ✅ Leverage your new and improved EOW reporting as a strong business development tool ✅ Strategically upsell your clients while showcasing your unique advisory skillset RSVP today! https://lnkd.in/gAYBz4U9

We had a fantastic time last week at our Annual Meeting in Portland--spending time with friends, colleagues, and vendor partners; learning and professional development; and lots of fun. Thank you to all who traveled from near and far to be with us (some advisors literally crossed oceans ✈️ ), and to all of our sponsors who made the weekend possible, especially our Title sponsor FreshBooks! 👏 #bringjoy2024

🏆 We did it again! 🏆 Breakaway was named to the list of Largest Women-Owned Businesses in Oregon & SW Washington by the Portland Business Journal for the second year in a row. We're proud to support our community, and clients all over the country, through our mission to bring joy to accounting. Thank you Portland Business Journal! #bringjoy

Like many of our clients--fellow start ups, entrepreneurs, small businesses, disruptors--we broke away because we CAN. Because it's more fun, more fulfilling. To celebrate our 🎉 FIFTH ANNIVERSARY 🎉 our founders and leadership team gathered to talk about what we've achieved, and where we're headed. One thing kept coming up over and over: We love what we do. We love offering a "no barriers to entry" path to entrepreneurship for our advisors, and we love coming alongside our clients to empower their goals. Visit breakawayba.com to learn more about who we are, how we work, and what partnering with a Breakaway advisor can do for your business. #bringjoy Martin Moll, JD 🦊 Kristen S. Keats, CPA Shea Keats Michelle Röse

The final countdown to our Annual Meeting is on--happening this Friday, thanks to the support of sponsors such as Mercury. Mercury is an innovative fintech company that provides banking services tailored to startups and small businesses. Their platform emphasizes transparency, ease of use, and automation, making it a great option for entrepreneurs and companies that need agile financial solutions. To learn more about Mercury, visit mercury.com. #bringjoy2024 #fintech #entrepreneur

Let's celebrate! From Sept. 15 to Oct. 15 each year, we honor the vibrant cultures, histories, and contributions of the Hispanic and Latino communities. From rich traditions to groundbreaking innovations, their impact on our society is immeasurable. Let's take this time to reflect, learn, and celebrate the diversity that strengthens us all. #bringjoy #HispanicHeritageMonth

Thank you Crescent for supporting our Annual Meeting--coming soon this month in Portland, Oregon. As advisors, we love finding solutions for our clients that can increase their cash without increasing their workload. Crescent is an online business banking platform built for business capital--currently offering 5.25% APY in a Crescent Cash checking account. To learn more, visit getcrescent.com. Crescent #bringjoy2024