Breakwater Accounting + Advisory
A Client Onboarding Controller at Breakwater Accounting & Advisory owns the client onboarding experience, leading the onboarding lifecycle and serving as the primary client contact. The role involves guiding clients through the onboarding process and ensuring clean financials and clear processes.
Headquarters
Wilmington, Delaware, United States
Company Size
51-200 employees
Founded
2014
Breakwater (breakwater Accounting + Advisory) is a Wilmington, DE–based firm that provides outsourced accounting, bookkeeping, payroll, and financial advisory services. They help small and mid-sized businesses streamline finance operations, maintain compliance, and access CFO‑level guidance without the overhead of in‑house hires. Breakwater positions itself as a partner for improving cash flow, reporting, and operational efficiency through outsourced bookkeeping, payroll administration, and strategic financial advice.
The employees have spoken: See our full list of Delaware's 2025 Top Workplaces
Aug 20, 2025
HKA adds Chelsea Cullum and John Hindman as partners in government contracting practice
Nov 20, 2025
Lee Podolsky: Breakwater Accounting & Advisory CEO
Jul 20, 2021
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Breakwater Accounting + Advisory.
30% below the average for this role
Vertex Acquires Breakwater Forensics, LLC
Jul 13, 2023