Why us
Your accountant should help before the year is over.
Most bookkeepers reconcile transactions. Most accountants file returns after the year is over. We connect clean books with year-round projections and intentional tax planning—actively evaluating legitimate opportunities so you pay what you owe, not more than you owe, and have time to prepare for the bill.
Built for owner-operators.
We work primarily with owner-operated small businesses. That focus helps us recognize the practical tax and compliance questions owners face, from estimated payments and S Corp compensation to payroll and sales tax.
Proactive, not reactive.
Most accountants file your return after the year is over, when little can be changed. We use current books, quarterly projections, and timely planning conversations to actively evaluate legitimate ways to minimize taxes before the window closes.
Taxes and bookkeeping stay connected.
The same firm maintains the tax-ready books and prepares the returns, so we already understand the numbers instead of reconstructing the business once a year.
Plain English, always.
We make tax and accounting issues understandable, explain what we are handling, and tell you what we need from you without burying the answer in technical language.
Leadership
CPA-led. Team-delivered.
Passageway Financial is led by Trevor Haug, CPA, with accounting, tax, and client-success professionals working from the same books and the same service plan. You receive the accountability of CPA leadership without depending on one person for every task.
What owners say
Responsive help from people who know your business.
“Passageway helped us build the business from the ground up — banking, planning, and growing from zero to ten employees. They treat our success like their own.”
“Extremely knowledgeable and always quick to respond. Their attention to detail and proactive approach give us complete confidence in our books.”
Who we work with
We work with owner-operated small businesses across the US. If you're the owner running the day-to-day and your annual revenue is under $5M, we're built for you — no matter what industry you're in. Let's Connect and we'll confirm fit together.