Financial Services & Other 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.

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.

We proudly service clients in Rhode Island ( RI ), Massachusetts ( MA ), Connecticut ( CT ), and other surrounding states.


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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.

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 up to $400 off your next month's service!
$400 OFF