Get The Narrative
Out of Your Numbers
A modern outsourced finance team helping operators evolve their business
Breakline helps businesses build a stronger finance function through outsourced accounting, controllership, FP&A, and CFO support. We meet you where you are, assess your current needs and goals, and put in place the reporting, processes, and planning needed to move forward with confidence. Our support is designed to start at the right size and evolve as your business grows.
Small businesses face the same accounting and finance challenges as larger companies, but often lack the resources to justify hiring and utilizing a full in-house finance team.
Limited
Visibility
Limited visibility into cash flow and working capital.
Poor
Forecasting
Limited forecasting to evaluate decisions before committing resources.
Unclear
Reporting
Reporting built for compliance, not operational insight.
Missing
KPIs
Missing KPIs that track the drivers of business performance
Don’t Let Good Data go to Waste.
Our Framework and Services
Execute
Services Provided:
- Accounting
Maintain accurate, up-to-date financials and handle recurring accounting operations (A/R, A/P, payroll coordination, reconciliations). The focus is consistent execution and clean underlying data.
Process
Services Provided:
- Controllership
Design and maintain the processes and controls that make the close reliable and the numbers trustworthy. This includes improving workflows, adjusting for changes in the business, and ensuring the accounting foundation supports the reporting you need.
Reporting
Services Provided:
- MGMT Reporting
Turn the close into decision-ready reporting: what happened, why it changed, and what it means. Includes KPI reporting and cash visibility so leadership can track performance and spot issues early.
Planning
Services Provided:
- FP+A
Translate goals into a financial plan: budgets, forecasts, and scenario thinking to evaluate decisions before committing resources. Planning is built from actual results and refined with owner input, typically through an annual plan with periodic re-forecasting.
Strategy
Services Provided:
- Fractional CFO
Support higher-stakes decisions and external-facing needs: aligning goals to financial targets, capital planning, lender/investor readiness, and major initiatives (e.g., pricing changes, expansion, M&A evaluation support). Internally, this includes a structured management review cadence to keep leadership aligned.
Better Understand Your Accounting and Finance Needs.
Download our Free Guide to the Roles and Responsibilities of a Finance Department.
Client Case Studies
Schedule a call with us so we can walk you through our framework and apply it to your business.
Frequently Asked Questions
We typically work with US-based businesses doing $1M–$15M in revenue that want more clarity and better decisions from their financials—without building a full internal finance team.
Because the questions are the same at any size—cash, margins, growth, and priorities—but small teams don’t have the bandwidth to build the structure internally. Controllership makes the numbers reliable; FP&A turns them into a plan you can actually use.
No. Support is modular. Some clients only need the execution and controllership layer; others add reporting, planning, or CFO support depending on complexity and goals.
Yes. We can plug into what you already have. Some engagements are fully outsourced; others are an extension of your team where we add the missing layer(s).
No. We’re industry-agnostic. Fit is less about vertical and more about whether you want a finance function that supports decisions, not just compliance output.
It’s a short fit conversation: what you’re trying to accomplish, what’s not working today, and what decisions you’re facing. If it’s a match, we outline next steps for a quick scoping snapshot.
If we move forward, we’ll request lightweight access to your accounting system (or exports), bank/credit accounts, and a few operational details like billing and payroll. We keep onboarding structured and minimal.
That’s not uncommon. We typically start by stabilizing the close process and building reliable reporting, then move into cleanup, process improvements, and modernization over time.
After the fit call and a brief scoping review, we provide a few scoped options so you can choose the right level of support. When needs change, we adjust scope intentionally rather than letting work expand informally.
Yes. Some clients prefer a lower-commitment start. If it makes sense, we can begin with a fixed-scope project and then transition to an ongoing partnership.
No. We don’t provide tax services. If needed, we can introduce you to CPA firms in our network that specialize in tax preparation and planning.
Many firms focus on producing compliant financial statements and closing the books. We go a step further by designing the controllership, reporting, and planning layer that owner-operators rely on to make decisions—so the numbers are not only accurate, but also timely, interpretable, and aligned with what the business is trying to achieve.