Start with Monthly Services
For businesses ready to keep their bookkeeping and taxes handled throughout the year. Current, reasonably accurate books can move straight into onboarding—no unnecessary cleanup.
Explore Monthly PackagesMinneapolis · Milwaukee · East Central Wisconsin · Virtual-First, Nationwide
Your business taxes shouldn't be a surprise.
We keep your books tax-ready, prepare your business and personal tax returns, and help you plan ahead where included in your package. Silver and Gold include quarterly projections and planning; Bronze includes an annual review.
Bookkeeping
Tax Preparation
Tax Planning
2-minute questionnaire • No obligation
- CPA-led firm
- 10+ years of experience
- Tax-ready books
- Proactive tax planning
- Year-round support
Why owners trust us
A CPA-led firm built for small business owners.
CPA-led firm
Our firm is led by a Certified Public Accountant, connecting tax-ready books, compliant returns, and year-round planning.
10+ years of experience
A decade of small-business tax, bookkeeping, payroll, and compliance experience.
QuickBooks Online experts
We deliver every set of books in QuickBooks Online — setup and migration included.
Tax-ready bookkeeping
Accurate, current books support projections, planning, and returns without a year-end rebuild.
Year-round support
Monthly packages include year-round accounting support; focused projects cover the agreed work.
Responsive communication
Questions answered in our client portal — no chasing your accountant for weeks.
Reviews
Small business owners who feel prepared before tax season.
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Owner & President
About the firm
CPA leadership, a responsive team, and long-term client relationships.
Passageway Financial is a CPA-led accounting firm serving owner-operated small businesses across the country. We keep books tax-ready, coordinate business and applicable personal returns, and provide a responsive team. Quarterly projections and planning are included with Silver and Gold; Bronze includes an annual review.
Before tax season
Stop finding out what you owe after it's too late to plan.
Current books support informed tax decisions. With Silver and Gold, quarterly projections and planning help evaluate legitimate opportunities before year-end. A one-time projection can also be quoted separately.
Tax surprises
No projection · no time to prepare
Your return gets prepared after the year is over, but no one told you what was coming. Current books and timely projections help you prepare earlier.
Disconnected books and taxes
Two providers · no complete picture
When the bookkeeper and tax preparer work separately, important context gets lost. We keep both responsibilities with one team using the same information.
Books behind at tax time
Cleanup project · rushed filing
We keep books accurate, current, organized, and tax-ready so filing season does not begin with months of reconstruction.
A reactive or unavailable accountant
One annual conversation · unanswered questions
You have a responsive team throughout the year to help with routine tax and accounting issues and evaluate legitimate planning opportunities before year-end.
How it works
One team keeps your books and taxes connected.
Tell us what you need. We'll confirm a monthly package or a one-time project and its scope before work begins. A consultation is available when helpful.
STEP 01
Tell us what you need
Complete a short intake so we understand your business, priorities, and accounting needs.
- Share your contact information
- Tell us about your business
- Schedule a consultation if helpful
STEP 02
Confirm scope and pricing
We'll review your situation and confirm the fixed project fee or monthly package. Straightforward projects may not need a meeting.
- Review your current challenges
- Clarify your priorities
- Determine fit together
STEP 03
Connect bookkeeping and taxes
For monthly services, we begin ongoing care. For a project, we complete the agreed work; continuing afterward is optional.
- Choose a package or project
- Confirm responsibilities
- Start onboarding
Whether you're getting caught up or staying ahead, we're here to help.
Get Your Books & Taxes Caught Up
Behind on bookkeeping or tax returns? Complete the necessary historical work first, then choose ongoing service if you want it. Historical projects are generally priced separately.
Explore One-Time ProjectsStart with a One-Time Project
Need a tax return, a tax projection, or help with a specific accounting issue? Start with the service you need today, even if you already have an accountant. No monthly commitment required.
Get a Project QuoteOur promise to you
Three guarantees, not just promises.
You shouldn't have to worry about whether your accountant will deliver. These guarantees apply to applicable ongoing services under our engagement terms, not automatically to one-time projects.
30-Day Satisfaction Guarantee
If you're not happy with your first month of ongoing service, we'll refund those fees. If we've already completed a significant one-time project — such as a full books cleanup or tax return — its value is deducted from the refund.
No Long-Term Contracts
Cancel anytime with 30 days' notice. We earn your business every month — never lock you in with setup traps or exit fees.
Late-Filing Penalty Coverage
For applicable ongoing services, firm-caused late-filing penalties may be covered under our engagement terms, provided you supply complete information and approvals on time. Coverage is not a blanket promise for every return, penalty, or interest charge.
30 days
Satisfaction guarantee
10+ years
Of small business accounting
Month-to-month
No long-term contracts
Referral partners
Bankers, attorneys, insurance agents, and advisors — refer with confidence.
When you send a small business owner our way, we help them address straightforward bookkeeping and tax needs within an agreed scope.
Learn about our referral program →Their books get clean.
Reconciled on your package cadence, ready for any conversation.
Compliance stays tight.
We coordinate agreed filings with timely client information and approvals.
You stay in the loop.
Updates with your client’s permission, limited to what they authorize.
We stay in our lane.
Accounting, tax, payroll. Nothing else.
Where we're located
A virtual-first firm — with real Midwest roots.
We serve small business owners across the United States. Our ownership and roots are in East Central Wisconsin, with offices in Minneapolis and Menomonee Falls, serving Greater Milwaukee. We hire team members nationwide, so you may work with someone down the street or across the country — everyone is easy to reach through our client portal and video calls.
Office
Minneapolis, MN
2817 Anthony Ln S Suite 307BMinneapolis, MN 55418
Virtual service area · offices not open to walk-ins
Office
Menomonee Falls (Greater Milwaukee), WI
N89W16785 Appleton Ave Suite 12Menomonee Falls, WI 53051
Virtual service area · offices not open to walk-ins
Headquarters
East Central Wisconsin (HQ)
Green Bay · Neenah · Menasha · Appleton · Oshkosh · Fond du Lac
17 Forest Ave Suite 018Fond du Lac, WI 54935
Virtual service area · offices not open to walk-ins