Referral partners
Refer with confidence. Look like the hero who sent them.
When you send a home service business owner to Passageway Financial, they walk away with clean books, tight compliance, and a financial team that actually answers in the client portal. That makes your client successful — and it makes you look really good for making the recommendation.
Who we partner with
We build long-term referral relationships with professionals who serve the same owner-operated home service businesses we do.
Bankers & lenders
Your borrowers walk in with clean, current financials and tax returns that don't need a forensic pass. Loan files close faster, and your underwriting team stops chasing missing documents.
Attorneys
Entity setup, succession planning, M&A, and litigation all hinge on accurate books. Send clients our way and the financial side of your work gets easier — and defensible.
Financial advisors
Business owner clients with messy books make planning impossible. We hand you accurate P&Ls, tax projections, and owner-comp data so you can actually do the work you were hired for.
Business coaches & consultants
Your clients can't grow what they can't measure. We build the financial scoreboard so your coaching translates into real numbers — and real progress between sessions.
What your clients get — and what that means for you
A referral to Passageway isn't a handoff to an unknown vendor. It's an introduction to a team that makes your client's business measurably better.
Your clients get compliant.
Bookkeeping, payroll, sales tax, and income tax handled by a team that specializes in owner-operated home service businesses. No more surprise penalties or April fire drills.
Their financials get clean.
QuickBooks Online maintained monthly, reconciled to the penny, with reporting that actually means something. The kind of books you can underwrite, plan around, or litigate from.
You look really good.
When you refer a client to Passageway, they don't just get an accountant — they get a financial team that makes their business run better. That reflects on you, every time.
We stay in our lane.
We don't sell loans, draft contracts, manage investments, or coach. We do accounting, tax, and payroll. Your relationship with the client stays yours.
How a referral works
- 01
Send a warm intro
Email, text, or pass along our Get Started link. We'll take it from there.
- 02
We diagnose, then propose
Your client gets a free consultation and a clear recommendation — no pressure, no jargon.
- 03
You stay in the loop
With your client's permission, we'll keep you posted on milestones — clean books, filed returns, completed planning — so you can keep doing your job with confidence.
Let's build a referral relationship.
Reach out and we'll set up a quick video call to learn about your practice and the clients you serve.