Hi, I’m Jade, a fractional CFO and owner of a Breakaway Bookkeeping & Advising practice, providing joyful, modern financial guidance to service-based businesses in Charleston and beyond.

With nearly 20 years in hospitality and finance, I blend psychology, hospitality, and strategic financial expertise to help business owners find clarity, confidence, and calm around their numbers. My clients describe me as both a trusted advisor and a financial ally, someone who helps them make small tweaks that lead to meaningful, lasting gains.

Through fractional CFO and advisory-led accounting support, I provide personalized, relationship-driven guidance using cloud-based accounting tools and a proven Breakaway framework.

If your business is growing but your finances feel messy or unclear, let’s simplify the numbers and make them work for you, not against you. 🌿

After nearly two decades in luxury hospitality and technology, my husband and I founded Floyd Family Services LLC as a way to bring that same standard of care, precision, and personal connection to small businesses. We wanted to serve our community, locally here in Charleston and nationwide, by creating a business rooted in trust, family values, and genuine partnership.

When we discovered Breakaway, we instantly connected with their mission to bring joy back to bookkeeping. Partnering with their advisor-owned network allows us to combine the best of both worlds ~ the heart of a local firm with the resources of a national brand.