Services & Fees

Maintaining accurate financial records is crucial to the success of any business; it can be quite confusing and complicated and quite costly. If you are paying yourself $30-40/hr that means it costs you $650-$2,600 per month just to manage your company's finances. We guarantee reducing those costs by at least 50%.

Breakthrough Financial Services takes the mundane task of monitoring and recording all of your financial transactions. We will complete your monthly financial statements, so you can focus on growing your business.

Our Financial Services Include

Bookkeeping

Our bookkeepers will record, organize, secure, and retrieve financial transactions for your company each month in a professional and timely manner. If you like, we will even pay your bills for you from your accounts.

Bank Reconciliation

Monthly, our team will complete a reconciliation of your company's bank account statement with your checkbook balance.

Sales Tax Reports

We will file and pay your sales tax online, whether your business is in Rhode Island, Massachusetts or Connecticut.

Post Credit Card Charges

Our bookkeepers will record any expenses that are specifically from credit card payments and produce a credit card balance for you.

Financial Statement Prep

Each month, we will provide detailed financial statements and review them with you to ensure you understand any issues that have been identified.

If you are spending between 5-15 hours per week just managing your finances, imagine what you could do for your company if you had that time instantly available to you.

Contact us and let us customize a financial services package for your company's specific needs.

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Basic Services

Advanced Services

Cash Flow &
Budget Management

Proper cash management and budget planning can significantly improve a company's ability to operate at a high level. We can help provide you with advice on:

QuickBooks™ & Xero™
Help and Assistance

QuickBooks™ and Xero™ are powerful financial tools when used properly.
We can provide support for these platforms through:

Personal Training

Done virtually through screen share or at your location.

Setup & Support

Assisting new users with the set-up of their company as well as continuous support beyond the initial setup.

QuickBooks Certified ProAdvisor - QuickBooks Online Certification

Payroll Assistance

We can help you reduce the time spent on payroll by developing and implementing a payroll system that will allow owners to focus more on the core aspects of their business.

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Client Referral Program

Refer clients and when they sign an agreement with us, you'll receive your next month's service
FREE