Author Archives: breakwater1601

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

In a year of uncertainty, there is one thing we can be sure about: your business’s workflows are never going to look the same. The COVID-19 pandemic thrust many companies into the world of cloud-based technology and showed us the need to be flexible, adaptable, and proactive. 

As we mark nearly a full year since COVID became reality and #teambreakwater started working primarily from home, we’re reflecting on the many changes we’ve encountered over the last 12 months. Almost overnight we shifted from mainly a collaborative, lively, office-based environment to sitting at kitchen tables with laptops making sure our clients knew theyContinue reading “Talent + Tech = a match made in heaven”

Breakwater January 2021 Newsletter