You’re building something great. But with cash flow swings, tax surprises, and constant money decisions, running your finances feels like running another business. That’s why we automate your wealth; so you can scale with clarity and actually enjoy your life.
You’re building something great. But with cash flow swings, tax surprises, and constant money decisions, running your finances feels like running another business. That’s why we automate your wealth; so you can scale with clarity and actually enjoy your life.
One the outside, your business is thriving. Revenue is strong, clients are happy, and growth is happening.
But behind the scenes, it tells a different story:
Cash flow feels like feast or famine—booming one month, bone-dry the next.
Tax season brings the same gut-punch surprise every year.
Investments are scattered, with no clear plan pulling them together.
And instead of clarity, you’re stuck juggling advisors, spreadsheets, and late-night money stress.
More stress, less focus, and the constant sense that your money should be working harder for you.
You’ve worked too hard to feel this uncertain. And the truth is; it doesn’t have to be this way.
You don’t need another spreadsheet or one more advisor giving you more to manage. You need one proven system that brings it all together; and actually runs for you.
At Breakaway Financial Group, we act as your personal CFO team, handling every moving part of your financial life, from taxes and cash flow to investments and strategy, so you can focus on what you do best: growing your business and living your life.
Here’s what makes our approach different:
Business and personal finances working together, not in silos.
Manage cash flow, taxes, and investments on autopilot.
No more multiple advisors; We do the heavy lifting.
Strategies designed to help you stay ahead, not play catch-up.
You don’t need another spreadsheet or one more advisor giving you more to manage. You need one proven system that brings it all together; and actually runs for you.
At Breakaway Financial Group, we act as your personal CFO team, handling every moving part of your financial life, from taxes and cash flow to investments and strategy, so you can focus on what you do best: growing your business and living your life.
Here’s what makes our approach different:
Business and personal finances working together, not in silos.
Manage cash flow, taxes, and investments on autopilot.
No more multiple advisors; We do the heavy lifting.
Strategies designed to help you stay ahead, not play catch-up.
You don’t need another complex strategy; you need a clear path that gets results.
Our proven process takes the guesswork out of your finances and replaces stress with structure, clarity, and forward momentum.
We start with a deep dive into your numbers to pinpoint hidden cash flow leaks, tax inefficiencies, and missed opportunities. In just one focused session, you’ll know exactly what’s working, what’s not, and where to take action first.
Clarity on your biggest wins and next steps.
Next, we design and implement a complete financial system built around your business and your life. From proactive tax planning to cash flow automation and investment strategy, we integrate everything into one streamlined structure; executed for you.
A done-for-you system that runs smoothly while you stay focused on growth.
With your system in place, you move from reacting to leading. We handle ongoing execution, adjustments, and optimization so your wealth grows in the background—freeing you to focus on the business and life you’ve worked hard to build.
Confidence, consistency, and peace of min; without the financial noise.
We start with a deep dive into your numbers to pinpoint hidden cash flow leaks, tax inefficiencies, and missed opportunities. In just one focused session, you’ll know exactly what’s working, what’s not, and where to take action first.
Clarity on your biggest wins and next steps.
Next, we design and implement a complete financial system built around your business and your life. From proactive tax planning to cash flow automation and investment strategy, we integrate everything into one streamlined structure; executed for you.
A done-for-you system that runs smoothly while you stay focused on growth.
With your system in place, you move from reacting to leading. We handle ongoing execution, adjustments, and optimization so your wealth grows in the background—freeing you to focus on the business and life you’ve worked hard to build.
Confidence, consistency, and peace of min; without the financial noise.
We’ve helped business owners across industries simplify their finances, save thousands in taxes, and finally feel in control of their money; all without adding more to their workload. Here’s a typical example of an entrepreneur’s journey through our system.
Before working with Breakaway, Emily, a marketing agency owner, was generating healthy profits but constantly overwhelmed by the back end of her business.
Cash flow was unpredictable.
Tax season always came with painful surprises.
She had money coming in; but no clear plan for where it should go.
We’ve helped business owners across industries simplify their finances, save thousands in taxes, and finally feel in control of their money; all without adding more to their workload. Here’s a typical example of an entrepreneur’s journey through our system.
Before working with Breakaway, Emily, a marketing agency owner, was generating healthy profits but constantly overwhelmed by the back end of her business.
Cash flow was unpredictable.
Tax season always came with painful surprises.
She had money coming in; but no clear plan for where it should go.
After implementing the Breakaway Wealth System, everything changed:
Saved $38k in taxes in the first year.
Cash flow were automated.
Her finances were delegated, saving her 10 hours per month
Gained clarity and confidence about her financial future.
After implementing the Breakaway Wealth System, everything changed:
Saved $38k in taxes in the first year.
Cash flow were automated.
Her finances were delegated, saving her 10 hours per month
Gained clarity and confidence about her financial future.
Most entrepreneurs don’t fail because of bad ideas; they stall because of disorganized finances.
When you’re reacting instead of leading, the cracks start to show:
Cash flow stays unpredictable, keeping you stuck in feast-or-famine cycles.
Tax season keeps catching you off guard; draining what you home.
Cash flow stays unpredictable, keeping you stuck in feast-or-famine cycles.
Tax season keeps catching you off guard; draining what you home.
Investments sit idle or scattered, missing out on compounding growth.
And no matter how much you earn, financial stress never really goes away.
Investments sit idle or scattered, missing out on compounding growth.
And no matter how much you earn, financial stress never really goes away.
Over time, this chaos becomes a ceiling. You work harder, make more, but never feel wealthier.
Without a system, growth creates more noise, not more freedom.
You’ve come too far to let your money hold you back.
When your finances run on clear, automated system, everything changes.
Cash flow becomes predictable; no more guessing or stress between good and slow months.
Tax season turns into a strategy session, not a scramble.
Cash flow becomes predictable; no more guessing or stress between good and slow months.
Tax season turns into a strategy session, not a scramble.
Investments grow with purpose, fully aligned with your goals.
You gain back hours every month, and the mental space to lead, create, and scale.
Investments grow with purpose, fully aligned with your goals.
You gain back hours every month, and the mental space to lead, create, and scale.
Instead of reacting, you’re leading.
Instead of chasing numbers, you’re building wealth, stadily, intentionally, and on autopilot.
With a plan, your success finally feels as good as it looks.
Need more information? Our blog gives insight you can use to help you in your business today.
Would you like more information about some of the tax strategies we use for our clients? Request our “5 Tax Strategies You Can Use Today” PDF.
You are ready to learn how we can help you with your business and personal finances? Schedule your consultation today.
Need more information? Our blog gives insight you can use to help you in your business today.
Would you like more information about some of the tax strategies we use for our clients? Request our “5 Tax Strategies You Can Use Today” PDF.
You are ready to learn how we can help you with your business and personal finances? Schedule your consultation today.
The Breakaway Process is transforming the way entrepreneurs think about wealth—and it can do the same for you.
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