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  • Decisions made on incomplete or outdated data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 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.

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 Wallace, 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.

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 first conversation to clean books in three steps.

01

Choose your path

Ongoing bookkeeping support or a one-time consulting and training project. Not sure? That's what the intro call is for.

02

Book a free intro call

A quick, no-pressure conversation to understand your business, align on scope, and make sure we're the right fit.

03

We hit the ground running

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.

Services & Pricing

What We Offer

Two ways to work together. Ongoing monthly support, or our Consulting & Training service to get your books set up right.

Recurring Monthly Plans

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 optimization
  • 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 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.

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.
Hourly Projects

Not ready for a monthly commitment? This is your starting point.

Bookkeeping Consulting & Training

Hourly · Contact for rates

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.

  • Accounting software setup & configuration
  • Chart of accounts design tailored to your business
  • AI bookkeeping tool implementation & expert oversight setup
  • Hands-on training across multiple close periods
  • Reconciliation walkthroughs so you know what you're doing
  • Ongoing Q&A during the engagement
Satisfaction Guarantee Not satisfied with your first period? We'll make it right or refund you, 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