Passageway Financial

Keep bookkeeping and tax work connected while getting year-round support, tax planning, regular financial reviews, and hands-on back-office help.

Correct and organize existing QuickBooks Online records so they are reconciled and ready for reporting or tax preparation.

Bring unfinished historical bookkeeping current through a defined project without requiring a monthly subscription.

Get agreed business and applicable personal tax returns prepared for a specified year, with scope and pricing confirmed before work begins.

Understand expected tax liabilities and consider relevant planning opportunities with a focused projection based on current financial information.

Gold monthly package

An ongoing accounting and tax service that brings together the offerings of the Bronze, Silver, and Gold monthly packages. All tiers include monthly bookkeeping and financial statements, QuickBooks Online, business and applicable personal tax return preparation, and year-round support for routine accounting and tax questions. Bronze also includes an annual review meeting. Silver adds payroll processing with Gusto, sales tax filings, quarterly tax projections, and quarterly tax planning meetings. Gold includes everything in Silver, plus monthly financial review meetings, bill pay, customer invoicing, accounts payable and receivable support, and more hands-on back-office coordination. Bronze and Silver pricing depends primarily on annual business revenue; at the $500,000 revenue selection, the listed monthly prices are $650 for Bronze and $1,000 for Silver. Gold starts at $1,300 per month, with final pricing depending on the volume and complexity of additional back-office work.

Category: Accounting Services

• Keep Books Current
  Maintain current records throughout the year so financial information can support reporting, tax preparation, and projections.
• Review Finances Monthly
  Meet monthly to review the business's financial position.
• Prepare Business Tax Returns
  Have business returns prepared by the firm handling the bookkeeping, connecting tax preparation with maintained financial records.
• Connect Books And Taxes
  Keep bookkeeping and tax return preparation connected through services handled by the same firm using shared financial information.
• Anticipate Tax Liabilities
  Use quarterly projections based on current financial information to understand likely tax liabilities while there is still time to prepare.
• Evaluate Planning Opportunities
  Consider legitimate tax-planning opportunities in quarterly meetings before year-end.
• Review Monthly Financials
  Receive financial statements each month to review business results alongside ongoing bookkeeping.
• Get Year-Round Support
  Ask the accounting team routine accounting and tax questions throughout the year.
• Coordinate Back-Office Finances
  Get hands-on coordination for bill pay, customer invoicing, accounts payable, and accounts receivable.
• Prepare Applicable Personal Returns
  When applicable, personal tax return preparation is included alongside business tax services.
• Use Included QuickBooks Online
  Use the included QuickBooks Online platform for bookkeeping.
• Process Payroll With Gusto
  Add payroll processing with Gusto to the ongoing accounting and tax service.
• Complete Sales Tax Filings
  Have sales tax filings handled as part of the ongoing accounting service.
• Review Your Finances Annually
  Meet annually to review financial and tax matters as part of the Bronze tier.

Bookkeeping cleanup

A fixed-scope, one-time service for correcting and organizing existing QuickBooks Online records. Agreed work can include correcting bookkeeping errors, reconciling accounts, and organizing records for reporting or tax preparation. Examples include miscategorized transactions, duplicate entries, and unreconciled accounts. Projects start at $1,300; the final scope and fixed fee are confirmed before work begins. No monthly subscription is required.

Category: Bookkeeping Services

• Correct Bookkeeping Errors
  Address agreed-upon errors in existing records, including miscategorized transactions and duplicate entries.
• Reconcile Agreed-Upon Accounts
  Bring agreed-upon accounts into reconciliation as part of the cleanup project.
• Organize Records For Reporting
  Arrange records so they are organized for financial reporting or tax preparation.
• Clean Up QuickBooks Online Records
  Focus the service on existing QuickBooks Online records requiring cleanup.
• Confirm Scope And Fee Upfront
  Understand the project work and fixed fee before work starts, with approval required for work outside the agreed scope.
• Get Cleanup Without A Subscription
  Purchase the agreed cleanup project without signing up for a monthly subscription.

Catch-up bookkeeping

A one-time, fixed-scope bookkeeping project for businesses with months or years of unfinished bookkeeping. Passageway completes historical bookkeeping for an agreed period to bring records current. Before work begins, the team confirms which months are missing and what statements and records are available, then confirms the project scope and fee. Bookkeeping projects use QuickBooks Online. The listed price is $650 per month being caught up; final pricing depends on the agreed scope and applicable revenue-based pricing. No monthly subscription is required, and ongoing service afterward is optional.

Category: Bookkeeping Services

• Bring Historical Books Current
  Complete bookkeeping for the agreed historical period so records are brought up to date.
• Clarify Missing Months And Records
  Establish which periods need bookkeeping and review available statements and records before the project starts.
• Confirm Scope And Fees Upfront
  Know the agreed project scope and fee before work begins. The listed catch-up rate is $650 per month being caught up, with final pricing confirmed for the project.
• Get Caught Up Without A Subscription
  Address historical bookkeeping as a standalone project, then decide whether ongoing monthly service is right for the business.
• Complete Bookkeeping In QuickBooks Online
  Have the catch-up bookkeeping project completed using QuickBooks Online.

Tax return preparation

Passageway Financial prepares agreed current-year or previously unfiled business and applicable personal income tax returns for a specified tax year. Return types, personal-return applicability, and state filings are confirmed in scope. The service is available as a one-time project without a monthly subscription; scope and the fixed fee are confirmed before work begins. If books are not ready, a separate bookkeeping project may be needed.

• Prepare Business Returns For The Agreed Year
  Have agreed business income tax returns prepared for the specified tax year, with return types and state filings confirmed as part of the project scope.
• Confirm Scope And Fixed Fee Before Work
  Understand which returns are included and what the project will cost before work starts. Work outside the agreed scope requires approval.
• Prepare Applicable Personal Returns
  Add personal income tax return preparation when applicable; whether a personal return is included is confirmed in scope.
• Address Previously Unfiled Returns
  Request preparation of returns for past tax years that have not been filed. The specific years, return types, and applicable personal returns are confirmed before work begins.
• Get Returns Prepared Without Monthly Commitment
  Start with the tax return work needed now without signing up for monthly services. Continuing with ongoing services after the project is optional.
• Address Bookkeeping Before Tax Preparation
  If records are not ready for return preparation, arrange a separate bookkeeping project to address cleanup or catch-up needs before the tax work proceeds.

One-time tax planning and projection

A focused, fixed-scope project for owners who want to understand expected taxes and evaluate legitimate planning opportunities. Passageway prepares a tax projection using current financial information you provide, such as for a mid-year review or a projection before year-end, and discusses estimated liabilities and relevant planning opportunities. The project starts at $1,500; final scope and fee are confirmed before work begins. It does not include ongoing quarterly monitoring or require a monthly subscription.

• Estimate Expected Tax Liability
  Get a focused projection of expected taxes based on the current financial information you provide.
• Evaluate Legitimate Planning Opportunities
  Review relevant, legitimate tax-planning opportunities alongside estimated liabilities.
• Use Current Financial Information
  Base the projection on current financial information you provide, including information for a mid-year review or before year-end.
• Confirm Scope And Fee Upfront
  Know the agreed project scope and fixed fee before work begins; the starting project fee is $1,500.
• Get A Projection Without A Subscription
  Purchase a focused projection without committing to monthly services. The project does not include ongoing quarterly monitoring.