Referral partners
Refer clients to a firm that plans before tax season.
Your clients get clean books, compliant filings, and year-round tax planning from one coordinated team. We use current numbers to prepare for liabilities and evaluate legitimate tax-saving opportunities before the year is over—not after choices have closed.
Who we partner with
We build long-term referral relationships with professionals who serve the same owner-operated small 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 plan ahead.
Current books support tax projections, prepared cash flow, and timely evaluation of legitimate tax-saving opportunities—so the return confirms the work instead of starting the conversation.
Their financials get clean.
QuickBooks Online maintained and 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
- 1
Send a warm introduction
A quick email connecting us with your client. No forms, no portal to learn.
- 2
We evaluate and recommend
We confirm fit, scope the work honestly, and tell you if we're not the right match.
- 3
You stay informed
With your client's permission, we keep you in the loop on clean financials and compliance.
- 01
Send a warm intro
Email, text, or pass along our consultation 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.