Pricing

Accounting and taxes, handled together for one predictable monthly price.

Instead of hiring a bookkeeper, tax preparer, payroll provider, and tax advisor separately, Passageway Financial brings your core accounting and tax needs together under one ongoing relationship.

Depending on your package, your monthly price can include bookkeeping, financial statements, business and personal tax returns, payroll, sales tax filings, tax projections, planning meetings, QuickBooks, Gusto, and year-round tax support.

No hourly billing. No surprise invoices. No long-term contract.

Pricing calculator

See your monthly price.

Select your approximate annual business revenue to see what each package would cost for your business.

We price primarily by business revenue because it gives us a simple, predictable way to account for the size and responsibility of the engagement without charging by the hour or counting every transaction.

$500Kannual revenue
$0$2M

Bronze

$650 / mo

Stay Compliant

Silver

Popular

$1,000 / mo

Reduce Tax Surprises

Gold

$1,300 / mo

More Hands-On Support

More than bookkeeping. More than tax preparation.

Our monthly service is designed to keep your accounting and taxes connected throughout the year. Instead of handing your books to one provider and your tax return to someone else, our team works from the same financial information all year long.

Monthly bookkeeping

Accurate books kept up to date throughout the year.

Tax returns

Business and applicable personal income tax returns prepared by the same firm handling your books.

Year-round support

Have an accounting or routine tax question? You already have a team to ask.

Proactive planning

Silver and Gold include quarterly tax projections and planning while there is still time to make decisions before year-end.

One monthly price

Accounting and tax services bundled together without hourly billing.

Packages

Three levels of support. One predictable monthly price.

Choose the level of involvement you want from us. Every package connects your bookkeeping and tax returns. Silver and Gold add more proactive planning and operational support.

Prices below reflect your selected annual revenue of $500K.

Bronze

Stay Compliant

Best for business owners who primarily want accurate books, properly prepared tax returns, and a dependable accounting team available throughout the year.

Your monthly price

$650 / month

What's included

  • Monthly bookkeeping
  • Monthly financial statements
  • Business tax return
  • Personal tax return, if applicable
  • Annual review meeting
  • Year-round support for routine accounting and tax questions
  • QuickBooks Online included

Best for: Owners who want the essentials handled correctly without quarterly tax-planning meetings.

See If We're a Good Fit
Most Popular

Silver

Reduce Tax Surprises

Best for owners who don't just want their taxes prepared after the year is over. We'll update your books throughout the year, project your tax liability quarterly, and meet with you to identify legitimate planning opportunities while there is still time to act.

Your monthly price

$1,000 / month

What's included

  • Everything in Bronze
  • Payroll processing
  • Sales tax filings
  • Quarterly tax projections
  • Quarterly tax planning meetings
  • Gusto included

Why most clients choose Silver

Your books and tax returns tell us what already happened. Quarterly projections help us look ahead—so you have a better idea of what you'll owe and can evaluate tax-planning opportunities before year-end.

Best for: Established businesses that want someone watching throughout the year to reduce tax surprises and evaluate legitimate planning opportunities.

See If We're a Good Fit

Gold

More Hands-On Support

For owners who want everything in Silver plus more frequent financial review and additional help coordinating day-to-day accounting functions.

Starting at

$1,300 / month

Final pricing depends on the volume and complexity of the additional back-office work requested.

What's included

  • Everything in Silver
  • Monthly financial review meetings
  • Bill pay support
  • Customer invoicing support
  • Accounts payable support
  • Accounts receivable support
  • More hands-on back-office coordination

Best for: Owners who want us more involved in the ongoing financial administration of the business.

Discuss Gold With Us

Package comparison

What's the difference?

Bronze

Monthly bookkeeping
✓
Monthly financial statements
✓
Business tax return
✓
Personal tax return, if applicable
✓
QuickBooks Online
✓
Year-round routine tax support
✓
Review meetings
Annual
Quarterly tax projections
—
Proactive tax planning
—
Payroll processing
—
Gusto
—
Sales tax filings
—
Bill pay / invoicing / AP / AR support
—

Silver

Most Popular
Monthly bookkeeping
✓
Monthly financial statements
✓
Business tax return
✓
Personal tax return, if applicable
✓
QuickBooks Online
✓
Year-round routine tax support
✓
Review meetings
Quarterly
Quarterly tax projections
✓
Proactive tax planning
✓
Payroll processing
✓
Gusto
✓
Sales tax filings
✓
Bill pay / invoicing / AP / AR support
—

Gold

Monthly bookkeeping
✓
Monthly financial statements
✓
Business tax return
✓
Personal tax return, if applicable
✓
QuickBooks Online
✓
Year-round routine tax support
✓
Review meetings
Monthly
Quarterly tax projections
✓
Proactive tax planning
✓
Payroll processing
✓
Gusto
✓
Sales tax filings
✓
Bill pay / invoicing / AP / AR support
✓

Simple, transparent pricing

Why we price primarily based on revenue.

Traditional accounting pricing can be difficult to predict. Firms may bill by the hour, charge separately for every service, count transactions, or wait until after a consultation to provide a custom quote.

We keep it simple.

For the owner-operated businesses we serve, annual revenue is generally a good starting point for estimating the size and responsibility of the engagement. That lets us provide transparent monthly pricing without tracking every email, phone call, or accounting transaction.

Your exact scope and price are confirmed before we begin. Businesses with unusual complexity or significant back-office needs may require customized pricing.

  • No hourly billing
  • No surprise invoices
  • No counting routine transactions
  • No complicated quote process for standard engagements
  • One predictable monthly investment

We're intentionally not the right fit for every business.

Our pricing and service model are built for owner-operated small businesses with relatively straightforward accounting processes.

We're generally a strong fit for businesses that want their bookkeeping and tax work handled by the same firm and are comfortable working with us virtually.

We may not be the right fit if you need:

  • Complex job costing
  • Inventory-heavy or manufacturing accounting
  • Highly customized financial reporting
  • Fractional CFO services
  • A standalone bookkeeping-only relationship
  • A standalone tax-return-only relationship
  • Primarily in-person service

What owners say

Small-business owners rely on us to keep things moving.

“Fast, efficient, and knowledgeable — best in the biz. The Passageway team is always quick to respond in the client portal when questions come up.”
Andrew · Service Business OwnerGoogle review
“Passageway has been crucial in ironing out my federal taxes and company structure, saving me time, stress, and money. I highly recommend them.”
Jason · S Corp OwnerGoogle review

Our promise

Three guarantees, not just promises.

You shouldn't have to worry about whether your accountant will deliver. These guarantees remove the risk from switching — and from staying.

30-Day Satisfaction Guarantee

If you're not happy with your first month of ongoing service, we'll refund those fees. If we've already completed a significant one-time project — such as a full books cleanup or tax return — its value is deducted from the refund.

No Long-Term Contracts

Cancel anytime with 30 days' notice. We earn your business every month — never lock you in with setup traps or exit fees.

Late-Filing Penalty Coverage

We file every return and payroll form on time. If we miss a deadline and cause a penalty or interest charge, we pay it.

What happens next?

Getting started is simple.

1

Complete the questionnaire

Tell us about your business, what you need help with, and what isn't working today.

2

Confirm the fit

If it looks like we may be a fit, book a video chat. We'll confirm the package, scope, and exact monthly investment.

3

We take it from there

Once you decide to move forward, we'll guide you through onboarding and begin getting your accounting and tax work organized.

Ready to get accounting and taxes off your plate?

Complete our 2-minute questionnaire. If it looks like we may be a fit, you'll be able to schedule a video chat so we can answer your questions and confirm your monthly investment.

No pressure. No long-term contract. You'll know the scope and monthly price before you decide.

See If We're a Good Fit →
See If We're a Good Fit