One dedicated advisor
You work directly with Jason from the first call onward. No hand-offs and no rotating staff, just someone who already knows your business when you pick up the phone.
Your Trusted Financial Partner
Financial clarity, personally delivered.
Bookkeeping, reporting and cash flow guidance for established, owner-led businesses, from an advisor who takes the time to know yours.
- Peace of mindYour books handled with care, so you can breathe easier.
- Unwavering supportA partner who knows your business and is always in your corner.
- Ready for what’s nextThe clarity and confidence to go after what you’re building.
About Breakthrough Back Office
We are a boutique financial partner helping established, owner-led businesses build on a firm foundation. We keep your books accurate, help you understand them and plan for the cash ahead, so you can grow with confidence.
Why owners work with us
Books built around your business
Your chart of accounts and reporting are tailored to your industry and structure: by location, job, property or entity. The result is a true picture of performance, not just a tax filing.
Financials you actually understand
We walk through your numbers together until they make sense, so you always know how the business is really doing, and why. No jargon, and no question too basic.
A clear view of the cash ahead
Know where your cash is headed, not just where it has been. Plan for growth, set aside reserves and make big decisions with confidence instead of guesswork.
Modern systems, personal judgment
Automation handles the routine work so your books stay current and each close stays fast. Every reconciliation and every close is still reviewed and signed off personally.
Our services
Financial guidance that goes well beyond tax-ready books.
Every engagement starts with accurate books and faithful stewardship of your numbers. From there, we build the reporting, forecasting and financial processes your business needs to make better decisions and scale.
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Bookkeeping and monthly close
Reconciled accounts and a clean close every period, kept current so your numbers are ready whenever you need them.
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Tailored financial reporting
Statements organized around how you operate, with reporting by location, job, property or entity and the measures that matter in your industry.
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Cash flow planning
A clear view of the cash ahead, so you can plan distributions, build reserves and make major decisions with confidence.
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Advisory and financial education
Regular conversations about what your numbers mean, so you can read your own statements and act on them.
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Cleanup and catch-up
Whether the books are a few months behind or a few years, we bring them current and verify every opening balance.
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Controllership and systems
Chart of accounts design, software setup and the financial processes that let a business scale, with budgeting where it truly serves you.
Institutional experience, applied to owner-led businesses
- 10+ years
- of progressive accounting experience
- Private equity
- real estate fund accounting background
- Fixed fees
- clear proposals, with no surprise invoices
- One advisor
- for every client, from the first call onward
Who we serve
Businesses that have outgrown basic bookkeeping.
We work with owners who want a partner that understands their industry, their structure and where they are headed, not just someone to file things away.
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Medical and professional practices
Multiple providers or locations, payroll recorded properly, and a CPA who needs clean year-end numbers.
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Contractors and the trades
Profitability by job, equipment and financing, and cash flow that rises and falls with the work.
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Real estate and multi-entity groups
Property-level reporting, intercompany activity and one consolidated view across every entity.
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Owner-operated service businesses
Growing fast, ready to move past the basics, with an owner who wants to understand the numbers behind it.
How it works
A relationship that starts with a conversation.
Every engagement follows the same four stages, paced to your business.
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An introductory call
We get to know each other. You share how your business runs and what you want from your numbers, and we decide together whether ongoing support or a one-time project fits best.
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A diagnostic review
A close look at your books and systems so we both know what it takes to get them right. You receive a clear proposal: a fixed onboarding fee and a defined monthly scope.
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Onboarding and cleanup
Usually the first month or two. We verify opening balances, tailor your chart of accounts and bring everything current, however far behind it is. It is the foundation everything else is built on.
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An ongoing partnership
A clean close every month, financials you understand, regular conversations about what they mean, and a forward view of cash that keeps pace with the business.
Meet Jason
A note from the founder.
I started Breakthrough Back Office for owners who want more than someone to file things away. Before I look at a single transaction, I want to understand you, your business and what you are working toward. The numbers only mean something in that context.
I studied accounting at the University of Pittsburgh and have spent more than a decade in progressively senior accounting roles, from highly sophisticated real estate private equity funds to growing small businesses. That range shapes how I work: institutional-grade rigor, brought to owner-led businesses without the institutional price tag.
My clients tend to stay because they feel looked after. They know who is handling their numbers, they understand what their statements are telling them, and they make decisions about cash and growth with confidence. Building that footing, the financial processes and infrastructure that let a business scale, is the work I care about most.
Outside of my professional life, I’m a husband, a proud dad to our young son, and a strong believer that family comes first. I’m actively involved in our local church, enjoy giving back to the community, and love staying active outdoors, whether that means exploring nature with my family or logging miles on my bike.
JasonFounder, Breakthrough Back Office
What guides the work
- Integrity
- Honest numbers and straight answers, even when the news is hard to hear.
- Stewardship
- Your finances handled with the same care I give my own.
- Service
- Responsive, dependable and focused on what you are building.
Work with us
Every engagement is built around your business.
There are no off-the-shelf packages here. Every business has its own structure, history and goals, so every engagement is scoped to fit. We start with a conversation, take a real look at where things stand, and then give you a clear, fixed-fee proposal.
Ways we can work together
Project
Cleanup and catch-up
For books that have fallen behind, or were never set up the right way.
- Diagnostic review of your books and systems
- Catch-up bookkeeping, whether months or years behind
- Opening balances verified and tied out
- A chart of accounts that fits how you operate
- A clean, reconciled starting point
- A smooth handoff to your team, your CPA or an ongoing partnership
One fixed fee, billed in stages as the work is completed.
Ongoing
Financial partnership
For established businesses that want a dedicated financial partner, month after month.
- Monthly bookkeeping, reconciliations and close
- Financial statements tailored to your industry and structure
- Reporting by location, job, property or entity
- Regular advisory meetings to walk through your results
- Cash flow planning for distributions, reserves and growth
- Performance tracking and month-over-month analysis
- Budgeting, where your business is ready for it
- Controllership and multi-entity oversight
- CPA coordination and a clean, tax-ready year end
- Accounting software subscription included
One fixed monthly fee, set to fit your business, with no hourly billing or surprise invoices.
Advisory
Training, systems and guidance
For owners who keep the books in-house, or need specific expertise.
- Training your team to run the books and the monthly close
- Supervised live closes until your team is confident
- Accounting software setup, migration and configuration
- Financial processes and controls that scale with you
- Automated bookkeeping for simpler businesses, with expert review
- Second opinions and ad-hoc guidance when you need it
Structured as a fixed project, a simple monthly plan or hourly, whichever fits.
How pricing works
- Built around you
- Fees reflect the scope and complexity of your business and the level of insight you want, never a package that doesn’t fit.
- Fixed, not hourly
- You receive a fixed onboarding fee and a fixed monthly fee, so you know the full cost before any work begins.
- Quoted after a real look
- Nothing is quoted until we have talked and reviewed your books, so the number is right the first time.
- Our commitment
- If your first monthly close after onboarding falls short of your expectations, we will make it right or refund that month’s fee.
The best next step is a conversation.
In a short, no-pressure call, we will talk through your business, where your books stand and what you want from your numbers. If it is a good fit, you will receive a tailored, fixed-fee proposal.
Get in touch
Let’s talk about your business.
Tell us a little about where things stand and what you would like help with. You will hear back within one business day, and if it looks like a good fit, we will set up a short call to get to know each other. No pressure and no obligation.
- Prefer to talk first?