How it works
One team keeping your books and taxes connected.
We maintain accurate, tax-ready books throughout the year, use them for timely tax projections and planning, and prepare business and personal returns from records we already know.
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
One team. One set of books. One tax plan.
An Accountant, Tax Manager, and Client Success Manager work from the same books and service plan, keeping routine accounting and tax responsibilities connected.
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 projections, and year-round planning focused on legitimate ways to minimize taxes.
Client Success Manager
Your main point of contact for onboarding, questions, and ongoing care.
One team, one set of books, and time to plan before your tax return locks in the result.
Books to returns
Tax planning happens before the return is filed.
No rebuilding everything at tax time. No wondering whether the bookkeeper and tax preparer are communicating. Fewer surprises.
- STEP 01
Monthly
Transactions are categorized and accounts are reconciled so the books stay accurate.
- STEP 02
Throughout the year
Books remain organized and tax-ready instead of becoming a filing-season cleanup project.
- STEP 03
Quarterly, when included
We project likely taxes and review legitimate planning opportunities while there is still time to act.
- STEP 04
Year-end
Business and personal tax returns are prepared using books we already maintain and understand.
What owners say
A team that treats your business like it matters.
“I've been with Passageway for 8 months and could not be happier. The communication is top notch, and I always feel heard. Such a relief.”
Getting started
One short step before you ever commit.
The next step is a short intake form followed by an initial consultation with our founder. We'll talk through what you need, determine whether we're a good fit, and recommend the package and scope that make sense for your business.
Tell us a little about your business
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.
Let's Connect →