Our Mission Statement
"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."Let's Talk
Welcome to Breakthrough Financial Services
If you're new to investing or have been investing for years, experience the difference of working with a local financial advisor. We have built our reputation by delivering personalized service to all of our customers throughout RI, MA and CT; we treat you with the respect you deserve. Whether you are a start-up company navigating the waters for the first time or an established small business looking to find ways to grow and improve, we are here to help you reach another level.
If you are looking for a financial advisor in Rhode Island, Massachusetts or Connecticut we have two convenient ways to contact us. You can contact us using our contact form or you can schedule a 60 minute consultation.
Services We Offer
BookkeepingRecord keeping for all accounts, Monthly reconciliation, Financial Report development, and Catch-up Bookkeeping.
AccountingAccounts Receivable, Accounts Payable, Bill Pay management, Customized financial reports, Payroll Assistance, Budget & cash flow analysis, and Tax management.
Training & ConsultationsWe will create an accounting system for your business from scratch, On-site training with owner and/or employees, and Virtual assistance via screen share.
Breakthrough Financial Services
See What Our
Clients Are Saying
“Bryan has made a huge difference in my office. He's very organized and explains the accounting reports so well every month. I feel like have a real handle on what is happening. I've made a huge leap forward in understanding the finances of my business since I hired him.”Kiona, Small Business Owner
(Health Care Industry)