Author Archives: breakwater1601

As we jump into a new year, it may be a good time to not only examine your personal health but also your business’.  In doing this, it would be a good time to do a review of current accounting processes and procedures in place for any toning needed for the new year. We haveContinue reading “New Year, New Books!”

I grew up in Quebec so my first language is French. (You might not know that since I have no accent at all.) Though we’ve been married more than 15 years, my husband still doesn’t understand what I’m saying when I speak French to our boys (even when we’re talking about him). He’s missing outContinue reading “Your financial statements are trying to tell you something! Do you speak their language?”

This year is cruising by and Breakwater has been up to a lot. Check out our third quarter newsletter to see what has been happening and what we are looking forward to! Breakwater’s 3rd Quarter 2021 Newsletter

Breakwater Accounting + Advisory, an Inc. 5000 top private company of 2021, is excited to announce a new partnership with Cultivate Advisors, a Chicago-based firm that offers business advisory services to passionate owners and leaders across the U.S. As an independent subsidiary of the Cultivate network, Breakwater will expand its resources and nationwide presence whileContinue reading “Inc. 5000 company Breakwater Accounting + Advisory partners with Cultivate Advisors”

INC 5000 2021, Ranking #1796, 253% growth over last 3 years

Hi y’all! My name is Morgan Zebley and I was an Intern at Breakwater Accounting + Advisory for 14 months ranging from the beginning of summer 2020 until present day at the end of summer 2021. I am originally from the Wilmington, Delaware area and I attend the University of South Carolina with a majorContinue reading “Our Interns Have Our Hearts!”

We are almost halfway through summer and with all that has happened it is sweeter than ever to have so many positive things happening! Check out our quarterly newsletter to see all that Breakwater has been up to! Breakwater’s 2nd Quarter 2021 Newsletter

We are a step closer to a sense of normalcy. At Breakwater, we will continue with a hybrid model for the rest of 2021 at least. Some choose to come to the office every day, some continue to work from home, and many choose to come to the office two or three days each week.Continue reading “Back to the office…Sometimes!”

Breakwater’s CEO + Founder, Lee Podolsky, did a happy (half) hour podcast with Rivers Edge Advisors’ Brian Carney! Dishing on how Breakwater came about, growing pains that have been overcome, why so many strong independent women on #teambreakwater and much more! Happy (Half) Hour Podcast

The definition of the role of a treasurer or finance committee member includes key themes like “general financial oversight”, fundraising, financial planning, budgeting, monitoring, and strategic planning. It is your job to be a partner to the Executive Director/CEO and help take the organization to the next level. The organization is relying on you forContinue reading “Treasurers and Finance Committee Members – Are you getting what you need to be a valuable board member?”