Breakaway Advising

Rechelle Kennedy

Principal Advisor, MBA

Bringing clarity, organization, and strategy to business owners, executives, and high-net-worth families who want a trusted partner in their financial lives.

Rechelle Kennedy
About

Based in the Greater Pittsburgh area, Rechelle works with clients across the country, bringing the same hands-on, personal approach to every relationship regardless of where they're located.

Rechelle Kennedy is a financial advisor and strategic business consultant who helps business owners, executives, and high-net-worth families simplify financial complexity and make confident decisions. With an MBA and more than a decade of experience in accounting, banking, and business operations, she serves as a trusted financial partner who brings clarity, organization, and strategy to every engagement.

Rather than simply managing books, Rechelle acts as the central coordinator of her clients' financial lives, overseeing day-to-day accounting, cash flow, financial reporting, and collaborating closely with CPAs, attorneys, wealth advisors, and other professionals to ensure every piece works together. Her expertise spans bookkeeping, fractional CFO services, family office support, and daily money management, allowing clients to spend less time managing finances and more time focused on growing their businesses, protecting their wealth, and enjoying life.

Known for her proactive approach, attention to detail, and ability to translate complex financial information into practical guidance, Rechelle is passionate about building long-term relationships based on trust, communication, and exceptional service. Outside of work, she enjoys spending time with her family, exploring the outdoors with her dogs, hiking, kayaking, and dreaming about one day owning a small farm in the mountains of Tennessee.

Certifications
QuickBooks Online Certified ProAdvisor
Xero Advisor Certified
FreshBooks Certified
Gusto People Advisor Certified
60 Minute CFO Certified
Certified Fathom Advisor
Member of American Association of Daily Money Managers
Services

Whether you're looking for bookkeeping, strategic financial guidance, or help managing your family's finances, we provide customized solutions designed to give you clarity, confidence, and peace of mind.

Bookkeeping Services

Ideal Client: Small to mid-sized businesses that want accurate financials and more time to focus on growing their business.
Can Include
  • Transaction categorization
  • Bank and credit card reconciliations
  • Financial statement preparation
  • Accounts receivable management
  • Accounts payable management
  • Payroll coordination
  • Fixed asset tracking
  • Loan tracking
  • Month-end close
  • Sales tax support
  • 1099 preparation
  • Secure document storage
  • CPA collaboration
  • Year-end tax package
  • Catch-up bookkeeping
  • Historical clean-up
  • Inventory tracking
  • Class/location tracking
  • Job costing
  • Budgeting
  • Cash flow reporting

Fractional CFO & Advisory

Ideal Client: Business owners ready to use their financials to make better decisions.
Can Include
  • Monthly strategy meetings
  • KPI reporting
  • Cash flow forecasting
  • Budget creation
  • Budget vs. Actual analysis
  • Profitability analysis
  • Pricing analysis
  • Goal setting
  • Scenario planning
  • Growth planning
  • Quarterly business reviews
  • CPA collaboration
  • Financial decision support

Family Office Services

Ideal Client: Busy professionals, executives, retirees, and high-net-worth families who want one trusted advisor coordinating their financial life.
Services Can Include
  • Bill payment management
  • Cash flow oversight
  • Financial organization
  • Budget monitoring
  • Trust distribution tracking
  • Estate coordination
  • CPA coordination
  • Attorney coordination
  • Insurance coordination
  • Household financial administration
  • Secure document organization
  • Charitable giving tracking
  • Financial reporting
  • Net worth reporting

Daily Money Management

Ideal Client: Seniors, busy professionals, adult children helping aging parents, and individuals who simply want help staying organized.
Services
  • Monthly bill pay
  • Mail review
  • Budget assistance
  • Fraud monitoring
  • Financial organization
  • Medical bill review
  • Account organization
  • Spending reports
  • Home visits (local clients)
  • Virtual meetings

Business Start-Up Services & Accounting Program Assistance

  • EIN assistance
  • State registrations
  • Sales tax registrations
  • Accounting Program cleanup/setup
  • Chart of accounts redesign
  • Accounting workflow creation
  • Financial process implementation
  • App integrations
  • Training
  • Diagnostic reviews
  • Troubleshooting
Get In Touch

Let's talk about your finances.

Share a few details below and Rechelle will follow up personally. Whether you need bookkeeping, fractional CFO support, or a trusted financial partner for your family office, she'd love to hear what you're working with.

Rechelle Kennedy
Greater Pittsburgh, PA
Breakaway Advising
breakawayba.com →
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