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Breakwater Accounting + Advisory

We’re financial and back office experts who understand that every business is unique. That’s why we bring the people, technology, and ideas that match each client's industry, and each company’s lifecycle and culture. Breakwater was founded in 2014 by Lee Podolsky, a former corporate executive with more than 25 years of experience in accounting, auditing, marketing and business management. The talented Breakwater team of workflow consultants, bookkeepers, controllers, accountants, and payroll specialists all share a commitment to bringing clients unparalleled service and insight.... Read more

Purpose

We love accounting and make it fun! We are sports fans, yoga enthusiasts, chefs, world travelers, dog and cat lovers, volunteers and community champions. We’re totally human, genuine, upbeat, and 100% professional. Ours is a flexible, positive, energetic workplace in which teamwork and initiative are expected and encouraged. We build our team with our clients in mind. We use behavioral and personality assessments when we hire to ensure the right people for our clients at every stage of their business. And as their needs change, their Breakwater team will be flexible and adjust to ensure they’re getting the best insight and experience possible. Our goal: to provide our clients current data to guide business decisions, to identify ways they can reduce costs, and to save time. We introduce simple workflow technology to allow our clients and their team to easily work wherever and whenever they want.... Read more

Vision

Our business philosophy is simple. Great people first, technology-forward thinking second—with just the right combination.... Read more

Mission

Our approach to service is highly personalized and built on trust. We aim to become an extension of our client's team; communicating and taking responsibility like one of their own. We bring a wealth of experience and insight, smart ideas, the latest technology, and tremendous enthusiasm and commitment to keep our client's “operations” efficient and growing.... Read more

Values

A brighter back office
Breakwater Definition: A barrier built into a body of water to protect a coast or harbor from the force of waves.

We are PROACTIVE: We anticipate, plan and add value.
We are POSITIVE: We build up our clients and our team.
We are PREPARED: We stay current and informed to keep our clients efficient and effective.
We are PURPOSEFUL: We listen and focus on providing accurate, timely, and insightful information, data.
We are PRINCIPLED: We are reliable, discreet, and loyal.
We are PROTECTIVE: We want our clients to win, our community to thrive, and our co-workers to succeed.

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Company Snapshots

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