Breakaway Bookkeeping & Advising with Rechelle

09/08/2026

September always feels like a bit of a reset to me.

Summer is winding down, routines are settling back in, and there’s still enough time left in the year to make meaningful changes without feeling like you’re scrambling.

If I were sitting down with a business owner right now, there are three things I’d be looking at:

1. Cash Flow
What does cash look like today, and, more importantly, what does the next few months look like? Are there expenses, tax payments, seasonal changes, or other needs coming that you should be planning for now?

2. Year-End Goals
Think back to the goals you set earlier this year. Are they still the right goals? A lot can change in nine months, and it’s okay if the plan needs to change with it.

3. What Needs Attention
What have you been putting off because it hasn’t felt urgent yet? Maybe it’s reporting, forecasting, profitability, a process that isn’t working or a financial question you keep meaning to dig into.

You don’t need to overhaul everything in September.

Sometimes you just need to get clear on where things stand, what matters most, and what deserves your attention before Q4.

That’s what I’d be looking at right now.

breakawayba.com/rechelle-kennedy

09/05/2026

09/05/2026

This is one of the things I love about being part of WBN. 💜

The ladies of our McMurray WBN chapter recently came together to support the Lupus Lotus Warriors shoe drive, and everyone got to work collecting gently worn and new shoes from our families, friends, neighbors and communities.

By the time we put everything together, we had a trunk full of shoes ready to be donated! 👟👠🥿

WBN is about so much more than networking and growing our businesses. It’s about building relationships, supporting one another and finding ways to make a difference in the communities around us.

I’m so grateful to have a group of women who are always willing to jump in and help. And a huge thank you to everyone who donated shoes and helped us fill that trunk! 💜

Every pair counts!

09/03/2026

One thing I’ve noticed over the years is that the words clients use to describe working with me are often the same: proactive, responsive, and detailed.

I’m proud of that feedback, but I also know where those qualities come from.

As a business owner myself, I know what it feels like to have a lot moving at once. I know how frustrating it is to have to follow up on something you thought was handled, wonder whether a detail was missed, or realize too late that you didn’t have the information you needed to make a decision.

So when I work with a client, I try to think one step ahead. What are they going to need next? What could become an issue if we don’t address it now? What can I take off their plate instead of adding another thing for them to manage?

For me, being proactive and responsive isn’t just about providing good service. It’s about treating someone else’s business with the same level of care and attention I want for my own.

That’s one of the things I value most about Breakaway’s owner-to-owner approach. We aren’t just advising business owners. We are business owners, too.

breakawayba.com/rechelle-kennedy

09/01/2026

There’s a difference between working with someone who understands your numbers and working with someone who understands what it means to own the outcome.

Every Breakaway advisor is a business owner, too. We know what it feels like to make the hard call, weigh risk against opportunity, and make decisions when there isn’t always an obvious answer.

That owner-to-owner perspective changes the conversation. It means candid advice, practical strategy, and a partner who understands both the numbers and the realities behind them.

In this month’s blog, we’re sharing why the owner-to-owner relationship is such an important part of the Breakaway model, and what it can mean for your business.

Read more: https://breakawayba.com/blog/owner-to-owner-difference!

Breakaway Advising

08/27/2026

Some of the most valuable conversations I have with clients don't start with answers, they start with the right questions.

Here are a few questions I asked this week:

• If your largest customer left tomorrow, what would happen to your business?
• If you took a month off, what would stop?
• If something happened to you tomorrow, would your family know where everything is?
• Are you growing because you're becoming more profitable, or simply because you're working more?
• How many subscriptions are you currently paying for that you've forgotten about?

These aren't meant to create worry, they're meant to create clarity.

Sometimes the biggest opportunities, or the greatest risks, are uncovered simply by asking the questions we haven't stopped to consider.

The right question today can lead to a better decision tomorrow.

If you're looking for a financial partner who asks thoughtful questions and helps you make informed decisions, I'd love to connect.

Learn more at breakawayba.com/rechelle-kennedy.

08/25/2026

Sometimes there is a common misconception that if someone needs help managing their finances, it's because they're not good with money. In my experience, that's rarely the case. Some of the busiest professionals I know are incredibly organized and successful in their careers.

They're doctors, executives, attorneys, business owners, and retirees managing multiple properties or investments.

The challenge isn't that they don't understand their finances.

The challenge is that life has gotten... complicated.

There are bills to pay, insurance renewals, tax documents to organize, accounts to monitor, subscriptions to review, advisors to coordinate with, and a growing list of financial tasks that somehow always end up on "I'll get to it this weekend." And then another weekend goes by.

Having help with your finances isn't about giving up control. It's about getting your time back and knowing that nothing important is slipping through the cracks. Because sometimes the most valuable thing you can outsource isn't a task...It's the mental reminder that's been following you around for weeks.

What's one financial task that's been sitting on your to-do list longer than you'd like to admit?

breakawayba.com/rechelle-kennedy

08/23/2026

What a week!

Ashley and I just got back from Xerocon 2026 Denver, and it was such a great experience!

There was plenty of learning (and plenty of laughing 😂), but what I loved most was getting a look at what’s next for our industry. We spent the week learning about new technology, smarter ways of working, and tools and ideas that can help us continue improving the experience and level of service we provide to our clients.

One of my favorite parts of attending conferences like this is coming home with a brain FULL of ideas. I’m already thinking about what we can implement, improve, automate, and do differently.

And getting to experience it all alongside Ashley made it even better. I’m incredibly grateful to have a teammate who is just as invested in learning, growing, and taking great care of our clients as I am.

Denver was good to us, Xerocon! Now it’s time to take everything we learned and put it to work. 

08/21/2026

Running a business isn't just about invoices and payroll!

When most people think about financial management, they think about bookkeeping, paying bills, or preparing financial reports. But that's only part of the picture.

Strong financial management means looking at the bigger picture and making sure every piece of your business is working together.

• Reviewing insurance coverage
• Updating beneficiaries
• Coordinating with attorneys
• Evaluating financing options
• Monitoring subscriptions
• Reviewing vendor contracts
• Planning cash reserves
• Preparing for the unexpected

These are the conversations and decisions that help protect your business today while preparing for tomorrow.

Because financial management is about more than keeping accurate books, it's about building a stronger, more resilient business.

If you're ready for a financial partner who looks beyond the numbers, I'd love to help.

Learn more at breakawayba.com/rechelle-kennedy!