CPA-Led Bookkeeping, Payroll & Tax Services for Small Business Owners
A CPA-led accounting firm that keeps your books clean, your payroll on time, and your returns filed — with proactive tax planning all year, not just in April.
- CPA-led firm
- 10+ years of experience
- QuickBooks Online experts
- Gusto payroll partner
- Year-round support
Peace of mind, year-round
“I used to dread April. Now I know my books are clean, my taxes are filed, and nothing's falling through the cracks.”
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, so your books and returns are built on real technical standards.
10+ years of experience
A decade of small business bookkeeping, payroll, and tax work behind every engagement.
QuickBooks Online experts
We deliver every set of books in QuickBooks Online — setup and migration included.
Gusto payroll partner
Payroll, W-2s, and 1099s run through Gusto and filed on time.
Year-round support
We're not a once-a-year tax shop. You have an accounting team all twelve months.
Responsive communication
Questions answered in our client portal — no chasing your accountant for weeks.
Reviews
Small business owners who stopped dreading their books.
5.0 average
from 6+ Google reviews across our Minneapolis, Milwaukee, and East Central Wisconsin profiles
“Passageway helped us build the business from the ground up — banking, planning, and growing from zero to ten employees. They treat our success like their own.”
“Extremely knowledgeable and always quick to respond. Their attention to detail and proactive approach give us complete confidence in our books.”
“Fast, efficient, and knowledgeable — best in the biz. The Passageway team is always quick to respond in the client portal when questions come up.”
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 the work in-house, answer quickly, and stay with our clients for years — not a single filing season. Bookkeeping, payroll, tax returns, and proactive tax planning, all under one roof.
Problems we solve
The back-office problems that drain time, money, and sleep.
Most owners didn't start a business to chase spreadsheets or decode tax notices. These are the real headaches we take off your plate — before they turn into penalties or cash-flow surprises.
Books that never get reconciled
Months behind · unclear profit · bad decisions
You can't tell if a job actually made money. We reconcile your books in QuickBooks Online on a cadence that matches your package, so your financials are clean and tax-ready when it matters.
Payroll that eats up your week
Late deposits · missed filings · unhappy team
We run payroll through Gusto, handle W-2s and 1099s, and make sure federal and state filings go out on time — every time.
Taxes that feel like a black box
April scramble · penalties · overpayments
We prepare business and personal returns together, estimate quarterly payments, and look for deductions before the year ends.
Sales tax across cities and states
Juggling rates · missed filings · audit risk
If you sell across multiple jurisdictions, we track the rates and file on time so you stay compliant as you expand.
Workers classified the wrong way
W-2 vs 1099 confusion · back taxes · fines
We make sure contractors and employees are classified and reported correctly, keeping your records audit-ready.
No plan before tax season hits
Surprise bills · missed deductions · cash crunches
Proactive tax planning through the year helps you keep more of what you earn and avoid nasty surprises.
How it works
From first form to your financial rhythm.
Check your price using the calculator, complete the Get Started form, and book your initial consultation. On the call we finalize your package and scope of services, then begin onboarding.
Check your price
Use the pricing calculator to see your monthly price for Bronze, Silver, and Gold.
- Enter your annual revenue
- Compare the three packages
- Pick the one that fits
Complete the form
A short intake so we know a bit about your business before your consultation.
- 2-minute Get Started form
- Confirm fit
- Book your consultation
Initial consultation
A short video call with our founder to finalize your package and scope of services.
- Review your business together
- Finalize package and scope
- Begin onboarding
Packages & pricing
See your monthly price right now.
Slide to your annual revenue and see the price for Bronze, Silver, and Gold. Bronze keeps you compliant. Silver adds proactive tax planning, payroll, and sales tax. Gold layers in back-office support.
Pricing calculator
What's your annual revenue?
Slide to your annual revenue — we round to the nearest $100K.
Bronze
$650 / mo
Stay Compliant
Silver
Popular$1,000 / mo
Reduce Tax Surprises
Gold
$1,300 / mo
Complete Back Office
Bronze
Stay Compliant
For business owners who want accurate bookkeeping and tax compliance.
Your monthly price
$650 / mo
What's included
- Monthly bookkeeping
- Monthly financial statements
- Business tax return
- Personal tax return, if applicable
- Annual review meeting
- Year-round tax support for routine questions
- QuickBooks Online included
Silver
Reduce Tax Surprises
For business owners who want proactive tax planning, payroll, and sales tax support.
Your monthly price
$1,000 / mo
What's included
- Everything in Bronze
- Payroll processing
- Sales tax filings
- Quarterly tax projections
- Quarterly tax planning meetings
- Gusto included
Gold
Complete Back Office
For business owners who want Passageway Financial to help manage more of their financial operations.
Your monthly price
$1,300 / mo
What's included
- Everything in Silver
- Monthly review meetings
- Bill pay support
- Customer invoicing
- Accounts payable support
- Accounts receivable support
- More hands-on back-office coordination
A note on fit
Our pricing is designed for owner-operated businesses with standard accounting processes. We are not the right fit for businesses requiring specialized accounting such as job costing, inventory-heavy accounting, manufacturing accounting, or fractional CFO services.
Ready to move forward? Complete the Get Started form and book your consultation →
Our promise to you
Three guarantees, not just promises.
You shouldn't have to worry about whether your accountant will deliver. These guarantees remove the risk from switching — and from staying.
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
We file every return and payroll form on time. If we miss a deadline and cause a penalty or interest charge, we pay it.
150+
Small businesses served
10+ years
Of small business accounting
Tracked
On-time filings, every month
Referral partners
Bankers, attorneys, advisors, coaches — refer with confidence.
When you send a small business owner our way, they walk away with clean books and tight compliance — and you look like the hero who made the recommendation.
Learn about our referral program →Their books get clean.
Reconciled on your package cadence, ready for any conversation.
Compliance stays tight.
Filings on time, every time. No surprises.
You stay in the loop.
Quiet updates so you can keep doing your job.
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 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
Milwaukee, WI
N89W16785 Appleton Ave Suite 12Milwaukee, 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