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Breakwater Accounting + Advisory
Work Here?
Outsourced accounting and advisory for SMBs
Breakwater Accounting + Advisory
Work Here?
Outsourced accounting and advisory for SMBs
Overview
Breakwater Accounting + Advisory provides outsourced financial services for small- and medium-sized businesses, nonprofits, and private clients. Its offering includes bookkeeping, payroll, and controller services, with a focus on back-office work like accounts payable/receivable, bank reconciliations, and financial reporting. The company uses a technology-forward approach, leveraging cloud accounting tools (notably QuickBooks Online) and a dedicated team of ProAdvisors to deliver customized services. Clients begin with a needs assessment and receive a tailored program, delivered at a flat monthly rate with a one-time setup fee. Breakwater serves multiple industries and also offers a family office service for high-net-worth individuals. In 2021 it was acquired by Cultivate Advisors. The goal is to streamline clients’ financial management and reporting through structured, scalable back-office solutions that support growth and financial clarity.
About Breakwater Accounting + Advisory
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Wilmington, Delaware
Founded
2014
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Simplify's Take
What believers are saying
- Breakwater still advertises fresh openings in 2026, including AP implementation and accounting roles.
- Private-client services updated March 13, 2026, show product expansion beyond small-business bookkeeping.
- Partnering with Cultivate Advisors broadens referral reach across owners, entrepreneurs, and nonprofits.
What critics are saying
- Dependence on Cultivate Brands since 2021 reduces autonomy and pricing control.
- Greenhouse showed only one open role in July 2026, signaling uneven hiring momentum.
- Scale is fragile: one lost founder-client relationship can erode a specialized service firm.
What makes Breakwater Accounting + Advisory unique
- Lee Podolsky built Breakwater from 2014 to 200-plus clients by 2021.
- Breakwater’s 2026 private-client offering extends accounting into family office administration and household payroll.
- Cultivate Brands folded Breakwater into a multi-brand advisory network after October 7, 2021.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Holidays
Hybrid Work Options
Remote Work Options
Breakwater Accounting + Advisory is Hiring for 2 Jobs on Simplify!
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About Breakwater Accounting + Advisory
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Wilmington, Delaware
Founded
2014
Breakwater Accounting + Advisory is Hiring for 2 Jobs on Simplify!
Find jobs on Simplify and start your career today