Built for your breakthrough.
When the numbers finally click, you stop guessing and start deciding. Bookkeeping, tax, and advisory. Fully virtual for operators who want more from their CPA.
Accounting built for serious operators.
Maybe your books are behind and you know it. Or maybe they’re fine, and you just want more from your CPA than a once-a-year tax return. Either way, the gap is the same.
Breakthrough CPA was built to close that gap: clean monthly books, accurate compliance, and a team that brings you answers before you have to ask.
One firm. The full picture.
Everything your business needs to run clean, stay compliant, and move forward. One flat monthly fee.
Accounting & bookkeeping.
Clean, current books. A monthly close, every month, so you always know where you stand.
Client advisory services (CAS).
Monthly financial review and the KPIs that actually matter, so you always know where the business has been and where it’s heading.
Cost & managerial accounting.
Contribution margin, breakeven, and target profit. Proactive cost planning so you know exactly what it takes to be profitable.
Tax compliance & preparation.
Accurate, on-time, penalty-free filing. Year-round preparation so nothing slips through the cracks.
Fractional CFO.
Board-ready reporting and strategic financial leadership, without the full-time hire.
How Breakthrough is built.
Virtual, paperless, secure.
Work with us from anywhere. We run on Canopy and QuickBooks Online, with cloud onboarding and no paper. Your data is guarded with a level of security a walk-in office rarely matches, and the AI we use to move faster stays responsible and off public tools. Your numbers stay current and fully yours, available any time without asking.
Clear, upfront pricing.
Everybody deserves to be treated fairly when paying for professional work, so we made the number clear. Use the pricing tool to estimate your investment in minutes. No hourly billing. No surprise invoices. In most cases, you get an entire finance department for one, predictable fee.
Built by operators, not career accountants.
We’ve built businesses, sold businesses, and sat on the operator’s side of the table long before we sat on the CPA’s side. We know what it’s like to struggle to get financial advice that is actually usable. This firm was built by people who needed an accountant and couldn’t find what they were looking for.
What it’s like to work with us.
Three standards. Every client, every engagement, no exceptions.
Every client, every day.
We review your books, your open items, and your messages daily. Not weekly. Not when something is due. Every business day.
We reach out first.
If something needs your attention, we bring it to you first. Silence is something people hate about accountants. We’re the opposite.
Nothing ships without review.
Every deliverable clears a structured, multi-level review before it reaches you. Close enough is wrong.
Built for businesses that are serious about their numbers.
Our clients want an accounting partner, not a once-a-year tax filer. They want to know what their numbers mean and what to do next. We are selective, too. We take on a limited number of clients, and we say yes to the ones who are genuinely invested in their business and eager to learn. If that’s you, you are in the right place. If you are after the cheapest option or not ready to go paperless, we’ll tell you straight and point you somewhere better suited.
A clear path, from hello to handoff.
From the first call through ongoing delivery, here’s exactly how working with Breakthrough goes. No mystery, no surprises, and the cadence scales to your package.
PHASE 1
Fit and scope.
You complete a short intake. We confirm there’s a real fit, have a genuine conversation about your business and goals, and assess your books, systems, and complexity so scope and price are accurate. If cleanup or catchup is needed, we flag it up front.
PHASE 2
Proposal and engagement.
Clear scope and a clear price, delivered for signature. You know exactly what you’re getting and what it costs before any work begins. No surprises.
PHASE 3
Onboarding.
We map the plan, set the cadence, and agree on who does what. You grant access to your systems, and we collect, organize, and confirm we have everything we need to start.
The industries we know.
We work with professional services businesses that run lean and move fast. When your CPA already understands how your business makes money, everything gets easier.
Clean books.
Clear answers.
All for one flat fee. That’s the breakthrough. Let’s walk through your situation with no commitment required.