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The complexities of your busy life don’t have to get in the way of enjoying it.

You and your family have worked hard to achieve your wealth. You’ve earned the right to spend your time doing the things you want to do—not the things you have to do.

At Breakwater, we give you the time for what matters most by managing all of the intricacies. And we do it with complete privacy and security of all books, records and communication. Our services include:

  • Worry free bill payment and expense tracking for one or several residences
  • Payroll processing and reporting for regular and household employees
  • Bank and credit card reconciliations
  • Account funds monitoring
  • Cash flow management
  • Customized reports
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Name(Required)
Consent

500+
Years of Entrepreneurial Experience
500+
Businesses And Nonprofit Organizations Transformed
55+
Advisors on the Team

We specialize in handling the intricate
details of your financial world:

Family and Board Meeting Reports

We track and record every financial transaction—across properties, accounts, and entities—and code it so you can view data the way you want. From cash flow visibility to expense categorization, you always have a clear, accurate financial picture.

Bookkeeping
Multi-User Credit Card Expense Management

We manage all bill processing and monitor credit card activity to ensure payments are made on time, accounts are properly funded, and any irregularities are caught before they become issues.

Technology + Workflow
Payroll and Time Tracking

Whether it’s household staff or business employees, we oversee payroll and ensure full compliance with tax and labor requirements—reducing risk and eliminating administrative headaches.

Controller Services
Full Financial Reporting

We deliver detailed, timely financial reports designed for decision-making and long-term planning, including retirement and investment strategy. Your advisors get the data they need—organized, accurate, and ready to use.

Quickbooks Online ProAdvisor
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    As Seen In

    List of Fastest-Growing Companies
    Delaware Business Times Fastest 50
    Top Workplaces 4 Years in a Row

    As Seen In

    List of Fastest-Growing Companies
    Delaware Business Times Fastest 50
    Top Workplaces 4 Years in a Row

    Outsourced Accounting That Actually Understands Your Family Office

    • 01

      Have a dedicated team assigned to your account that knows your family, your preferences, and your goals.

    • 02
      Customized financial services tailored to your unique needs
    • 03

      Cloud-based solutions with a human touch

    Schedule A Free Assessment

    We Work with Your Industry 

    Restaurants

    Accountants oversee transactions, inventory, and payroll.

    Nonprofits

    Organizations dedicated to public good and community support.

    Retail

    Accountants manage sales, inventory, and reporting.

    Construction

    Accountants handle project budgets and expenses.

    Professional Services

    Accountants manage billing and reporting.

    Automotive

    Accountants track sales, inventory, and operations.

    Independent Schools

    Accountants handle tuition, donations, and budgets.

      Start with a Free Consultation

      Set up a quick meeting to learn more about the Breakwater process and how it can help your family office.

      Step 1

      Schedule a quick meeting to determine how we can support your family office.

      Step 2

      Schedule Free Financial Assessment to streamline your financial operations and get you meaningful reporting.

      Step 3

      Optimize your financial operations and get your time back to focus on family and your goals.

      Schedule a Free Assessment

      Why Do Families and Home Offices
      Choose Breakwater?

      Time & Cost Efficiency

      Cloud-based solutions & automation save time and reduce the cost of traditional accounting processes.

      Opportunity to Grow

      Outsourcing to us means freeing up time to do what fulfills you!

      Advanced Financial Oversight

      Leverage expertise and experience from business finance and accounting professionals ready to help make improvements

      Connect With Us
      For A 15 Minute Intro

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      Name(Required)
      Consent

      “Breakwater’s commitment to delivering tailored solutions, their industry expertise, and their proficiency in cloud accounting technology have streamlined our financial processes, enhancing our overall efficiency. They have become an exceptional and trusted partner in our journey of growth and innovation.”

      Nick Martin

      “We hired Breakwater a few years back and working with them has been fantastic. Everyone is super nice. Julie has been working with us the longest so far and she is awesome, so helpful! She’s easy to talk to and quick to help whenever I need it! Would absolutely recommend them to anyone seeking accounting help!”

      Melissa Carney

      “Jennifer, Karen, Nancy and the rest of the Breakwater team have done a tremendous job getting all 5 companies on the right track. They organized our office, complemented new software programs, provided procedures and training, recommended outsourcing support and helped with administrative evaluations.”

      Dennis Y.

      “Breakwater’s commitment to delivering tailored solutions, their industry expertise, and their proficiency in cloud accounting technology have streamlined our financial processes, enhancing our overall efficiency. They have become an exceptional and trusted partner in our journey of growth and innovation.”

      Ben R.
      Hear More About Partnering with Breakwater
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