A laptop showing a financial dashboard on a tidy desk

Free Financial Checkup

See where your business stands in about 3 minutes.

This short questionnaire walks through your bookkeeping, tax returns, tax planning, and payroll. At the end, we'll build a personalized scorecard. If Passageway looks like a good fit, we'll also send a custom quote.

Already know you want to work together? Get your quote instead.

"Very nice people to work with and reasonably priced. They're efficient, and I'm glad I found them to help with my accounting."

Duane

Flooring

Step 1 of 4

Bookkeeping & Visibility

How clean and current your books are — the foundation for every other financial decision.

1. How are your books kept today?

Professionally managed monthly in QuickBooks OnlineI (or my spouse) use QuickBooks Online or similarSpreadsheets, receipts, or nothing formal

2. When was the last time your books were fully reconciled?

Last monthLast quarterLast year or I'm not sure

3. Do you review a Profit & Loss statement each month?

Yes, every monthOccasionallyRarely or never