How it works
One team, one rhythm — built around your business.
Most owners stitch together a bookkeeper, an accountant, and a payroll service that never talk to each other. We replace that patchwork with one coordinated team and a predictable cycle.
Small business owner
You
One Passageway Financial team
CPA-led, working from the same books
Accountant
Reconciliation and reporting
Tax Manager
Planning, review, and filing
Client Success Manager
Communication and coordination
One team, one roof
Your finance department — without hiring one.
Every package covers three roles: an Accountant, a Tax Manager, and a Client Success Manager — all working from the same books, under one predictable fee.
You
Small Business Owner
Bronze, Silver, or Gold Package
One predictable monthly fee
Accountant
Bookkeeping, payroll, sales tax, and reporting handled end to end.
Tax Manager
Business and personal returns, quarterly planning, and year-round tax strategy.
Client Success Manager
Your main point of contact for onboarding, questions, and ongoing care.
One team, one set of books, and no gaps between your numbers and your tax return.
Your financial rhythm
What happens between you and your books throughout the year.
A predictable cycle that keeps your numbers clean, your taxes on track, and April from ever being a surprise again.
- STEP 01
Books reconciled
We pull your transactions into QuickBooks Online, categorize, and reconcile every account on your package cadence.
- STEP 02
Reviewed
A senior accountant checks the work and flags anything that needs your eye.
- STEP 03
Reported
You get a clean P&L and balance sheet — and a quick read on what changed.
- STEP 04
Tax-ready
Books feed straight into your tax return. No year-end scramble.
What owners say
A team that treats your business like it matters.
"The Passageway team has been extremely kind, helpful, and professional when it comes to taking care of my small business financial and tax needs."
Tom
Business Owner
Packages & pricing
See your monthly price right now.
Slide to your annual revenue and see the monthly price for Bronze, Silver, and Gold. We'll confirm the right package on a short intro call.
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.
Getting started
One short step before you ever commit.
You've already seen the pricing above. The next step is a short intake form followed by an initial consultation with our founder to finalize your package and scope of services.
Complete the Get Started form
A 2-minute intake so we know a bit about your business. When you submit, you'll get a link to schedule your initial consultation.
Schedule a Free Consultation →