Starter
Quarterly Bookkeeping & Tax-Ready Financials
$250–$500
per month
- ✓ Quarterly bookkeeping & reconciliations
- ✓ Quarterly financial statements
- ✓ Tax-ready books & year-end package
- ✓ Chart of accounts optimization
- ✓ Email support
Financial Clarity for Growing Businesses
Your Books Should Work
For You. Not Against You.
Messy books, stale reports, and tax scrambles cost owners real time and real money. Breakthrough Back Office delivers clean, regular closes and tax-ready books - and financial clarity you can actually make decisions with.
Sound familiar?
- ✕ Late closes and books you can't trust
- ✕ No visibility by project, property, or division
- ✕ Tax prep panic every April
- ✕ Decisions made on incomplete or wrong data
Bookkeeping
Accurate, on-time, every period
Financial Reporting
Clear statements & actionable KPIs
Strategic Advisory
Numbers translated into decisions
Tax-Ready Books
Organized & ready for your CPA
The Cost of Chaos
Messy Books Don't Just Waste Time. They Cost You Money.
Every hour chasing transactions is an hour not spent on revenue. Bad data leads to bad decisions. And tax chaos is a reliable way to overpay your CPA and underprepare for growth.
The fix is simple: clean books, on time, every period.
Fix It - See Plans⏰
Hours Wasted Weekly
Time on books instead of running your business
What Changes
We handle the close, reconciliations, and reports. You get that time back every period.
📊
Decisions on Bad Data
Stale numbers lead to expensive mistakes
What Changes
Regular financials, project-level tracking, and KPIs you can trust and act on.
🔥
Tax Season Panic
Scrambled docs, rushed prep, overpaid CPA fees
What Changes
Tax-ready books all year. Your CPA gets a clean package. No panic, no surprises.
The Process
How it Works, Faster
From first conversation to clean books, here's exactly what the path looks like.
01
Choose your plan
Pick Starter (Quarterly), Pro (Monthly), or Executive+ (Priority Monthly). You can change tiers as your needs evolve.
02
Book your call
A quick intro to align on scope and confirm the right tier. We'll answer questions and set expectations.
03
Go Live
Review your proposal, sign the engagement letter, and issue the initial payment to schedule your kickoff call and lock in your official start date.
Services & Investment
Services & Pricing
Same core scope at every tier. As you move up, you get a tighter cadence, priority handling, and added capabilities.
Pro
Monthly Close + Quarterly Advisory
$350–$800
per month
- ✓ Everything in Starter
- ✓ Monthly bookkeeping & monthly close
- ✓ Monthly financial statements
- ✓ Quarterly advisory session (1 hr)
- ✓ Email + phone support
- ✓ KPI tracking (2–3 metrics)
Executive+
Priority Monthly Close + Monthly Advisory
$550–$1,100+
per month
- ✓ Everything in Pro
- ✓ Priority monthly close (first in queue)
- ✓ Priority response times
- ✓ Monthly advisory session (1 hr)
- ✓ Segment tracking by project, property, or business unit
- ✓ Full multi-entity support (separate or combined reporting)
- ✓ Advanced reporting & custom financial packages
- ✓ External coordination (banker, attorney, investor, CPA)
Exact pricing depends on volume, account count, and scope. We'll align during your intro call.
Satisfaction Guarantee
Not satisfied with your first period? We'll make it right or refund you, no questions asked.
About
A Partner Who Knows Your Business
Breakthrough Back Office was founded by Jason Wallace, a University of Pittsburgh accounting graduate with over a decade of progressive accounting experience spanning companies of all sizes, from highly sophisticated real estate private equity funds to growing small businesses.
That breadth of experience means Jason has seen the full spectrum of financial complexity. He brings institutional-grade rigor and perspective to every engagement, no matter the size of the business, without the institutional price tag.
Jason built this practice for business owners who need more than a data-entry bookkeeper. Someone who genuinely understands the numbers, knows the business context, and delivers real financial insight every period. You get one dedicated expert who knows your accounts, understands your structure, and is always just a call away, with no hand-offs, no confusion, no chasing anyone down for answers.
Accountable
One dedicated expert who owns your results
Transparent
Clear reports with no jargon and no confusion
Proactive
Issues flagged before they become problems
Stop Guessing. Start Knowing.
Pick your plan, book your intro call, and get clean books within your first period.
Get in Touch
Not Sure Which Plan Fits?
Let's Figure It Out.
Send a message and we'll respond within one business day, no sales pressure, just a straight conversation about what your business actually needs.
jason@breakthroughbackoffice.com