Disclosure
Client services scope
Breaking Free client work is designed around financial clarity, accounting systems, reporting, organization, and coaching. It is not a substitute for regulated investment, legal, insurance, or comprehensive financial planning advice.
Credentials and scope
Ashleigh holds a Washington CPA license. Breaking Free is not presented as a California-licensed CPA firm. Services may include financial reporting, accounting setup, bookkeeping process design, cash-flow organization, financial coaching, and decision support.
State licensing
Because accountancy rules vary by state, client work is accepted only where it is permitted by applicable licensing, practice privilege, firm-registration, and title-use rules. If a service requires a California CPA firm license, attest/compilation authority, or another credential, it will be referred out or scoped differently.
What is not provided
Services do not include securities recommendations, investment management, portfolio monitoring, insurance sales, legal advice, estate planning, or representation as a CFP professional or registered investment adviser.
When a specialist is needed
If your situation requires tax filing, legal documents, investment advice, insurance analysis, or comprehensive financial planning, the engagement may include helping you organize information and questions for the appropriately credentialed professional.
No guarantee
Coaching and reporting work can improve clarity and process, but does not guarantee financial, tax, investment, or business outcomes.