Breakthrough Financial Services

Breakthrough Financial Services provides personalized business consulting and CFO-level support for small business owners. Founded to make financial expertise accessible without the cost of a full-time CFO, the firm works with start-ups and established businesses seeking to understand their finances, improve operations, or plan for growth. Its primary service area includes Rhode Island, Massachusetts, and Connecticut, with remote services available to clients throughout the United States.

The firm’s bookkeeping services include account recordkeeping, monthly reconciliations, financial report preparation, and catch-up bookkeeping. Accounting support covers accounts receivable and payable, bill-pay management, customized financial reports, payroll assistance, budget and cash-flow analysis, and tax management. Breakthrough Financial Services also helps businesses build accounting systems, provides on-site training for owners and employees, and offers virtual assistance through screen sharing.

Its approach centers on gathering and analyzing information, developing a clear financial vision and plan, and building trusted client relationships. Prospective clients can contact the firm or schedule a 60-minute consultation to discuss their business needs.