Why us
Built for small business owners who want to grow with confidence.
Most bookkeepers reconcile transactions. Most accountants file returns in April. We do both — and we also make sure your business is structured for growth: clean books that tell you where you're profitable, tax strategy that keeps more money in the business, and a team that answers your questions in plain English. That's the difference between bookkeeping and a true financial partner.
Built for owner-operators.
We work with owner-operated small businesses where the founder is still running the day-to-day. That focus means we know the financial nuances owners actually hit — worker classification, multi-state sales tax, owner comp, entity structure — before they slow you down.
Proactive, not reactive.
Most accountants file your return in April and hope for the best. We build a year-round financial system around your business on QuickBooks Online and Gusto: quarterly estimated taxes, on-time payroll deposits, clean books that show you what's working, and documentation that holds up under scrutiny.
A real team behind you.
Bookkeepers, tax preparers, and a tax strategist working together. No solo accountant who disappears in tax season and leaves you without answers when you need them most.
Plain English, always.
We don't bury you in jargon. We tell you exactly where your business stands financially, what we're doing to improve it, and what you need to do next — so you can make decisions on the truck or in the office with confidence.
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
A partner, not just an accountant.
"The Passageway team listened to what we were looking for and gave us ideas on how to achieve our lowest tax bill possible. They are just so caring and great to work with."
Brit
Founder & Business Owner
"Extremely knowledgeable and always quick to respond. Their attention to detail and proactive approach give us complete confidence in our books."
Brooke
Agency Owner
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. Get started and we'll confirm fit together.