For trusted advisers
A clean place to send the client whose business has outgrown the accounting process.
Breaking Free provides fixed-scope accounting cleanup, reporting implementation, and decision support. The work can strengthen the client team without displacing the tax preparer, bookkeeper, attorney, banker, or operator who made the introduction.
Discuss a referralA useful introduction
Refer when the client says one of these things.
- The books exist, but the owner does not trust them enough to decide.
- Revenue or entity count has grown faster than the close process.
- The bookkeeper needs controller-level structure and review.
- Owner pay, hiring, pricing, or runway still depends on the bank balance.
- The tax return is becoming harder because the monthly accounting is late or inconsistent.
What happens
I protect the relationship.
The first conversation clarifies the problem and existing advisers. I do not use a reporting project to make unrelated service claims.
The scope stays explicit.
Cleanup, implementation, ongoing accounting, and decision work are separated so the client knows what is being purchased.
The loop closes.
With client permission, the referring adviser receives a concise update on fit, scope, and the information needed from their side.
Best fit
Owner-led service businesses and complex multi-entity structures.
Primary market: established professional-service firms, generally $1M-$10M in revenue, using QuickBooks Online without a full-time controller.
Secondary market: multi-entity real estate owners and family offices that need entity accuracy, consolidated reporting, and treasury visibility.
No polished introduction required
Send the unvarnished version of what is breaking.
A name, email, and two sentences about the accounting or decision problem are enough to start.
Washington-licensed CPA. Services are limited to properly scoped accounting, reporting, and decision support and are offered only where permitted by applicable licensing and practice rules. Full disclosure.