Essential Coverage
Starting at $2501
per month
- ✓ Quarterly bookkeeping & reconciliations
- ✓ Quarterly financial statements
- ✓ Tax-ready books & year-end package
- ✓ CPA coordination for tax prep
- ✓ Chart of accounts optimization
- ✓ Email support
Most business owners didn't start their company to spend time on accounting. Breakthrough Back Office handles your books, keeps your finances organized, and makes sure you always know where your business stands so you can focus on running it.
Sound familiar?
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.
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 PlansTime on books instead of running your business
We handle the close, reconciliations, and reports. You get that time back every period.
Stale numbers lead to expensive mistakes
Regular financials, project-level tracking, and KPIs you can trust and act on.
Scrambled docs, rushed prep, overpaid CPA fees
Tax-ready books all year. Your CPA gets a clean package. No panic, no surprises.
From first conversation to clean books in three steps.
Ongoing bookkeeping support or a one-time consulting and training project. Not sure? That's what the intro call is for.
A quick, no-pressure conversation to understand your business, align on scope, and make sure we're the right fit.
Sign the engagement letter, issue the initial payment, and lock in your start date. We jump in immediately and start delivering value from day one.
Two ways to work together. Ongoing monthly support, or our Consulting & Training service to get your books set up right.
Same core scope at every tier. As you move up you get a tighter cadence, priority handling, and added capabilities.
Starting at $2501
per month
Starting at $3751
per month
Starting at $5501
per month
1 Exact pricing depends on entity and account volume, and scope. All plans are custom quoted and we'll align on the right number during your intro call.
Not ready for a monthly commitment? This is your starting point.
Whether you need your accounting software set up from scratch, your chart of accounts restructured, or hands-on training through a few close periods, this engagement is built around what you actually need.
Pick your plan, book your intro call, and we'll hit the ground running from day one.
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 Or book a 15-minute intro call directly →