Breakthrough Financial Services

At Breakthrough Financial Services, we understand that as a small business owner, you wear many hats. From managing daily operations to making strategic decisions, it can be overwhelming. That's why we're here to help. Our team of experienced professionals provides personalized consulting services, empowering you to make informed decisions and achieve your goals.

Our Mission

Our mission is to provide all clients with the tools necessary to achieve their goals by gathering and analyzing information, developing a clear financial vision and plan, and building a personal relationship that is built on trust. We believe that every business has the potential to thrive, and we're committed to helping you reach new heights.

Our Services

We offer a range of services designed to support your small business. Our bookkeeping services include record keeping for all accounts, monthly reconciliation, financial report development, and catch-up bookkeeping. Our accounting services include accounts receivable, accounts payable, bill pay management, customized financial reports, payroll assistance, budget and cash flow analysis, and tax management. We also provide training and consultations to help you create an accounting system for your business from scratch, on-site training with owner and/or employees, and virtual assistance via screen share.

Why Choose Us

At Breakthrough Financial Services, we care about you and the success of your business. We take the time to understand your unique needs and goals, providing personalized service that is tailored to your business. Our financial reports are geared towards your business, and we'll explain them in detail, interpreting the data and offering our professional opinion on how you can improve. We'll listen to you and develop a financial plan that is based on your goals.

Who We Serve

We serve individuals and businesses in the US and Canada, including start-up companies, young businesses looking to save money, small-sized businesses looking to expand, and medium-sized businesses. We also work with busy individuals who need assistance with their financial affairs.