Financial Clarity to Achieve Your Business Goals

We deliver solutions for small and medium-sized businesses (SMB) needed to make informed business decisions and achieve remarkable growth. Our tech-forward approach to fractional accounting and consulting services, with a focus on business intelligence (BI) for innovative analytics and reporting, allows your finance function to scale as your business grows. We provide 100% of your finance team or supplement your existing employees with a professional team at a fraction of the cost.

Finance Solutions

With on-demand fractional accounting and advisory services

Analytics

that provide strategic business intelligence insights

Saving Money

with services that are a natural extension of your business

What Matters Most

Integrity. Accuracy. Reliability. Quality. Trust.

Partnering with our team ensures you’ll get in-depth analysis and measurable outcomes for the future, enabling you to focus on what matters most: serving your customers and growing your company

CEO of Breeze Financial Solutions

About Us

What Matters Most

We’re a team of US-based accountants, fractional CFOs, and tax specialists dedicated to building a strong finance foundation for your business. The company offers tech-forward fractional accounting, scalable financial processes and actionable reporting to support fundraising (debt or equity) and attract investors.

CEO of Breeze Financial Solutions

Solutions

Bookkeeping & FinOps

Accounting, accounts payable, payroll, revenue management, reconciliation, burn rate calculations, treasury management.

Strategic Finance + FP&A

Modeling and forecasting is the language your investors and partners speak. We help you prepare financial statements, create a business case analysis, budget vs.

Financial Leadership + M&A

From blocking and tackling, to fundraising, mergers, and acquisitions, our experienced CFO can be your guide, your strategist, and your liaison with investors.

Fractional Accounting

Scale as needed at lower costs with experienced staff.

Analytics and Financial reporting

Dashboards, key performance indicators and trend analysis enhance your ability to make more informed business decisions.

Financial leadership

Add a strategic business advisor to your executive team at a fraction of the cost

Transaction Advisory

Contemplating a transaction? Our M&A advisory services can support both buy-side and sell-side financial due diligence (Quality of earnings)

Financial Planning

Lorem ipsum dolor sit amet, consectetur adipiscing elit sit amet.

Account Outsorcing

Lorem ipsum dolor sit amet, consectetur adipiscing elit sit amet.

Lorem ipsum dolor sit amet, more adipiscing elit sit amet. And lorem ipsum sit amet adicipising.

Why Choose Us

We are a community of solvers combining human ingenuity, experience and technology innovation to deliver sustained outcomes and build trust.

Value Creation

Turn your finance function into a value creation center. Like most things in life, if you give it the right attention, it will perform.

Free Up Time

Don’t stress about compliance and data entry, but rather focus on your customers and growth. By receiving timely reports, you are able to make proper decisions and use your time wisely.

Complex Matters

Benefit of experience in M&A, investor questions, unit economics, cash burn, revenue recognition , etc.

Expertise On-Demand

Access highly skilled and experienced professionals on an as-needed basis for peace of mind

Outsourced accounting service plans for every size business

Choose the package that fits your needs and budget. With cash basis bookkeeping starting at $700 monthly, the following plans are preferred by our clients for a sophisticated finance function.

Basic

$2,500

Per Month

Usually purchased with Tax or HR & Payroll add-ons

Essential

$4,000

Per Month

Usually purchased with Tax or HR & Payroll add-ons

High Touch

$6,750

Per Month

Our Happy Clients

 5/5

I can't express how thrilled I am with the fractional accounting services provided by Breeze. As a small business owner, I was drowning in spreadsheets and paperwork before I decided to enlist their expertise. From day one, they've been instrumental in streamlining my financial operations. Their team is not just knowledgeable but also incredibly responsive and proactive. They've helped me save money and offered valuable financial insights. I can now focus on my business with complete peace of mind, thanks to their exceptional service. Highly recommend!

GA-based pool service and retail company

 5/5

Switching to Breeze Advisory has been a game-changer for my company. The level of professionalism and attention to detail they provide is outstanding. What sets them apart is their ability to customize their services to match my specific business needs. From budgeting and cash flow management to KPI’s and financial reporting, they've exceeded my expectations in every aspect. Moreover, their technology-driven approach makes it easy for me to access financial data and reports, helping me make informed decisions. Thanks to them, I have more time to focus on my core business operations with metrics like ARR and churn at my fingertips while knowing my finances are in expert hands. I couldn't be happier with their services!