Author Archives: breakwater1601

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?”

The birds are nesting, the flowers are blooming and hopefully your profits are soaring as high as those kites flying in the sky.   We have some spring-cleaning financial tips to get your business financial house in order!

Spring has sprung and Breakwater could not be more excited! Check out our newsletter for the latest information you need for your business and life! Breakwater Accounting + Advisory April 2021 Newsletter