Financial Clarity for Growing Businesses

Your Books Should Work For You.
Not Against You.

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?

  • ✕ Tax prep panic every April
  • ✕ Hours every month spent updating the books instead of running your business
  • ✕ Late closes and books you can't trust
  • ✕ Decisions made on incomplete or outdated data
  • ✕ Cash flow that's always tighter than it should be
  • ✕ No visibility by project, property, or division
Bookkeeping
Accurate, on-time, every period
Financial Reporting
Clear statements & actionable KPIs
Strategic Advisory
Numbers translated into decisions
Tax-Ready Books
Organized & ready for your CPA
About

A Partner Who Knows Your Business

Breakthrough Back Office was founded by Jason, 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.

Accountable One dedicated expert who owns your results
Transparent Clear reports with no jargon and no confusion
Proactive Issues flagged before they become problems
Jason, Founder, Breakthrough Back Office
The Cost of Chaos

Messy Books Don't Just Waste Time. They Cost You Money.

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.

Behind by a few months? Or a few years? We see it every week. That's what onboarding is for. Come as you are.

Fix It - See Plans
⏰

Hours Wasted Weekly

Time on books instead of running your business

What Changes

We handle the close, reconciliations, and reports. You get that time back every period.

📊

Decisions on Bad Data

Stale numbers lead to expensive mistakes

What Changes

Regular financials, project-level tracking, and KPIs you can trust and act on.

🔥

Tax Season Panic

Scrambled docs, rushed prep, overpaid CPA fees

What Changes

Tax-ready books all year. Your CPA gets a clean package. No panic, no surprises.

How it Works

Getting Started is Simple

From messy to maintained in four steps.

01

Book a free intro call

A quick, no-pressure conversation about your business. Ongoing support or a one-time consulting project? This call sorts that out.

02

Diagnostic review

We look under the hood at your books and systems so we know exactly what it takes to get you current. You get a clear proposal: one fixed onboarding fee and a monthly plan.

03

Onboarding & cleanup

Usually the first month or two. We verify opening balances, optimize your chart of accounts, get access to your systems, and catch everything up.

04

Monthly maintenance

A clean close every period, on time, with the reporting and advisory your plan includes.

Services & Pricing

What We Offer

Two ways to work together. Hand off your books entirely: we get them right with a one-time onboarding, then keep them right every month. Or choose a custom project, from training your team to run the books in-house to a lighter, AI-powered setup for simple businesses.

Step 1: Onboarding & Cleanup

Every monthly engagement starts here.

Get It Right

One-time fixed fee · Quoted after your diagnostic

Let's be honest: almost nobody comes to us with perfectly clean, caught-up books. That's normal, and it's exactly what this phase is for. Before your monthly plan begins, we spend the first month or two getting everything accurate and set up for success.

  • ✓ Diagnostic review of your current books and systems
  • ✓ Catch-up bookkeeping to bring you current
  • ✓ Opening balance verification
  • ✓ Chart of accounts optimization
  • ✓ Document request list, system access, and onboarding meetings
  • ✓ A reconciled starting point your monthly plan builds on
Step 2: Recurring Monthly Plans

Keep it right. Once your books are clean, closing each period is straightforward, which keeps your monthly pricing predictable. Same core scope at every tier; as you move up you get a tighter cadence, priority handling, and added capabilities.

Starter

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 maintenance
  • ✓ Accounting software subscription included
  • ✓ Email support
Pro

Monthly Close + Ongoing Advisory

Starting at $3751

per month

  • ✓ Everything in Starter
  • ✓ Monthly bookkeeping & reconciliations
  • ✓ Monthly financial statements
  • ✓ Quarterly advisory sessions
  • ✓ Variance analysis
  • ✓ Phone support during business hours
Executive+

Full-Service Financial Partnership

Starting at $5501

per month

  • ✓ Everything in Pro
  • ✓ Monthly advisory sessions
  • ✓ Cash flow management, strategy & modeling
  • ✓ Priority monthly close (first in queue)
  • ✓ Unlimited phone support
  • ✓ Segment tracking by project, property, or business unit
  • ✓ KPI tracking & custom financial reporting
  • ✓ Controllership Services

1 Monthly pricing assumes books are current and reconciled, which is what onboarding delivers. 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.

Modern Tools. Expert Judgment. We use AI-powered tools to handle the routine work, so your books stay current and your close stays fast. An expert still reviews anything unusual, confirms every reconciliation, and signs off on every close. You get the speed of automation with a real person accountable for getting it right.
Save with Annual Prepayment Commit to a full year upfront and receive a discount on your monthly rate. Ask about it when you book your intro call.
Consulting & Custom Projects

Not every business needs a full monthly plan. Every project is scoped and priced to fit.

Consulting, Training & Custom Projects

Custom quoted

Some businesses need a one-time cleanup and training so their own team can run the books. Simpler businesses may only need a lighter, AI-powered setup with an expert reviewing the work each month. We scope each project around what you actually need and structure the pricing to match.

  • ✓ Cleanup & in-house handoff: we catch up the books, then train your team to run the close
  • ✓ Hands-on training through live close periods, ending with a supervised trial close
  • ✓ AI-powered bookkeeping for simple businesses: automated books, with an expert reviewing the work every month
  • ✓ Accounting software setup & configuration
  • ✓ Chart of accounts design tailored to your business
  • ✓ Ad-hoc consulting, reconciliation walkthroughs & Q&A
How projects are priced
Fixed fee, billed in installments Simple monthly plan Hourly
Satisfaction Guarantee Not satisfied with your first monthly close after onboarding? We'll make it right or refund that month's fee, no questions asked.

Stop Guessing. Start Knowing.

Pick your plan, book your intro call, and we'll hit the ground running from day one.

Get in Touch

Not Sure Which Plan Fits?
Let's Figure It Out.

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 →
Book a Free 15-Min Call