Breakaway Bookkeeping + Advising
Through Breakaway Bookkeeping + Advising, Rechelle Kennedy transforms financial complexity into clear, actionable insights that empower clients to make smarter decisions.
For many business owners and families, managing finances can feel overwhelming, complex, and time-consuming. That's where Breakaway Bookkeeping + Advising comes in.
Owned and operated by Rechelle Kennedy, Breakaway Bookkeeping + Advising helps business owners, individuals, and families gain clarity, confidence, and control over their financial lives through personalized financial oversight, strategic guidance, and hands-on support.
"I was drawn to this work because I saw how many people felt overwhelmed by the financial responsibilities they were carrying," says Kennedy.
"Whether it's a business owner trying to make sense of their numbers or a family managing multiple financial moving parts, my goal is to provide clarity, confidence, and support so they never feel like they're navigating it alone."
Today, Breakaway Bookkeeping + Advising serves clients across the United States, providing a range of services that include financial oversight, advisory services, fractional CFO support, Family Office services, and Daily Money Management. While many firms focus primarily on bookkeeping and transaction recording, Breakaway takes a broader approach centered on helping clients understand their financial picture and make informed decisions.
"We help our clients organize, manage, and understand their finances so they can focus on what matters most," Kennedy explains. "Our role goes far beyond maintaining records. We serve as a trusted financial partner who provides guidance, accountability, and practical support every step of the way."
That client-centered approach is rooted in Kennedy's diverse professional background and years of experience working with individuals and families through important financial decisions. Armed with an MBA, she began her career in banking, where she developed a strong foundation in financial systems, customer service, and relationship management.
After spending several years as a stay-at-home mom raising her family, she returned to the financial industry as a Mortgage Loan Officer with Citizens and later as a Loan Origination Partner with Two Roads Lending, helping clients navigate one of the most significant financial decisions of their lives.
"My career path has given me the opportunity to see finances from many different perspectives," says Kennedy. "From banking to lending to working directly with families and business owners today, I've learned that people don't just need financial information—they need someone they trust to help them make sense of it."
That combination of professional experience and advanced business education allows Kennedy to support clients through both day-to-day financial management and long-term strategic planning.
A growing area of Breakaway's practice is its Family Office and Daily Money Management services, which provide hands-on financial oversight and support for busy professionals, retirees, aging adults, and families with complex financial responsibilities. From organizing financial records and managing bill payments to coordinating with trusted advisors and helping clients stay on top of important financial obligations, Breakaway helps simplify financial life and reduce stress.
"Many families are juggling countless responsibilities, and financial management can quickly become overwhelming," Kennedy says. "We help create organization, provide oversight, and serve as a trusted resource so clients can feel confident that nothing is falling through the cracks."
What truly distinguishes Breakaway Bookkeeping + Advising is its commitment to building relationships and delivering personalized support.
"We bridge the gap between financial administration and strategic guidance," Kennedy says. "Our clients always understand what's happening, why it's happening, and what their next steps should be. We want them to feel informed, empowered, and supported."
By combining financial oversight, advisory services, fractional CFO support, Daily Money Management, and Family Office services under one roof, Breakaway provides a level of personalized attention and partnership that many clients struggle to find elsewhere.
Most importantly, the firm strives to make financial conversations approachable and productive.
"Many of our clients come to us because they want a trusted partner who helps them stay organized, make confident decisions, and feel in control of their finances," says Kennedy. "That's what we're here to provide."
That focus on relationships also explains why Breakaway chose to partner with Stroll Murrysville.
"I love that Stroll Murrysville is all about genuine community connection," Kennedy shares. "The families and business owners in this area are exactly the people I enjoy serving, and building real relationships matters more to me than any sales pitch. Partnering with Stroll felt like a natural way to be part of and give back to a community I care about."
As Breakaway Bookkeeping + Advising continues to grow, its mission remains unchanged: helping clients move from financial uncertainty to financial confidence through trusted guidance, personalized support, and clear financial direction. Under Kennedy's leadership, the business is demonstrating that financial management can be both strategic and personal, helping clients feel supported every step of the way.
Breakaway Bookkeeping + Advising
Rechelle Kennedy