{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/passagewayfinancial-com","markdownUrl":"https://nowen.ai/agents/passagewayfinancial-com.md","jsonUrl":"https://nowen.ai/agents/passagewayfinancial-com.json","name":"Passageway Financial","nickname":"Passageway","website":"https://passagewayfinancial.com","location":"Fond du Lac, Wisconsin, United States","address":{"city":"Fond du Lac","state":"Wisconsin","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-12T01:48:55.865Z","summary":"A CPA-led accounting firm that connects bookkeeping, tax preparation, payroll, and proactive planning for owner-operated small businesses.","description":"Passageway Financial is a CPA-led accounting firm serving owner-operated small businesses. It connects bookkeeping, tax preparation, payroll, and tax planning through a coordinated team, helping business owners keep accurate, tax-ready records, understand their financial position, and prepare for tax obligations throughout the year.","mission":"Help owner-operated small businesses stay financially organized and prepared through connected accounting and tax services, responsive support, and proactive year-round planning.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"boonFrontDoor":{"url":"https://boon.ai/agents/passagewayfinancial-com","label":"Apply to Passageway Financial's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Gold monthly package","anchor":"product-gold-monthly-package","type":"Service","url":"https://passagewayfinancial.com/services","summary":"Keep bookkeeping and tax work connected while getting year-round support, tax planning, regular financial reviews, and hands-on back-office help.","description":"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.","pricing":{},"features":[{"name":"Monthly bookkeeping","value":"Keep Books Current","valueDescription":"Maintain current records throughout the year so financial information can support reporting, tax preparation, and projections."},{"name":"Monthly financial review meetings","value":"Review Finances Monthly","valueDescription":"Meet monthly to review the business's financial position."},{"name":"Business tax return preparation","value":"Prepare Business Tax Returns","valueDescription":"Have business returns prepared by the firm handling the bookkeeping, connecting tax preparation with maintained financial records."},{"name":"Coordinated bookkeeping and tax services","value":"Connect Books And Taxes","valueDescription":"Keep bookkeeping and tax return preparation connected through services handled by the same firm using shared financial information."},{"name":"Quarterly tax projections","value":"Anticipate Tax Liabilities","valueDescription":"Use quarterly projections based on current financial information to understand likely tax liabilities while there is still time to prepare."},{"name":"Quarterly tax planning meetings","value":"Evaluate Planning Opportunities","valueDescription":"Consider legitimate tax-planning opportunities in quarterly meetings before year-end."},{"name":"Monthly financial statements","value":"Review Monthly Financials","valueDescription":"Receive financial statements each month to review business results alongside ongoing bookkeeping."},{"name":"Year-round routine accounting and tax support","value":"Get Year-Round Support","valueDescription":"Ask the accounting team routine accounting and tax questions throughout the year."},{"name":"Back-office financial administration","value":"Coordinate Back-Office Finances","valueDescription":"Get hands-on coordination for bill pay, customer invoicing, accounts payable, and accounts receivable."},{"name":"Applicable personal tax return preparation","value":"Prepare Applicable Personal Returns","valueDescription":"When applicable, personal tax return preparation is included alongside business tax services."},{"name":"QuickBooks Online","value":"Use Included QuickBooks Online","valueDescription":"Use the included QuickBooks Online platform for bookkeeping."},{"name":"Payroll processing with Gusto","value":"Process Payroll With Gusto","valueDescription":"Add payroll processing with Gusto to the ongoing accounting and tax service."},{"name":"Sales tax filings","value":"Complete Sales Tax Filings","valueDescription":"Have sales tax filings handled as part of the ongoing accounting service."},{"name":"Annual review meeting","value":"Review Your Finances Annually","valueDescription":"Meet annually to review financial and tax matters as part of the Bronze tier."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Bookkeeping cleanup","anchor":"product-bookkeeping-cleanup","type":"Service","url":"https://passagewayfinancial.com/projects","summary":"Correct and organize existing QuickBooks Online records so they are reconciled and ready for reporting or tax preparation.","description":"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.","pricing":{},"features":[{"name":"Bookkeeping error correction","value":"Correct Bookkeeping Errors","valueDescription":"Address agreed-upon errors in existing records, including miscategorized transactions and duplicate entries."},{"name":"Account reconciliation","value":"Reconcile Agreed-Upon Accounts","valueDescription":"Bring agreed-upon accounts into reconciliation as part of the cleanup project."},{"name":"Record organization","value":"Organize Records For Reporting","valueDescription":"Arrange records so they are organized for financial reporting or tax preparation."},{"name":"QuickBooks Online record cleanup","value":"Clean Up QuickBooks Online Records","valueDescription":"Focus the service on existing QuickBooks Online records requiring cleanup."},{"name":"Defined project scope and fee","value":"Confirm Scope And Fee Upfront","valueDescription":"Understand the project work and fixed fee before work starts, with approval required for work outside the agreed scope."},{"name":"One-time service without subscription","value":"Get Cleanup Without A Subscription","valueDescription":"Purchase the agreed cleanup project without signing up for a monthly subscription."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Catch-up bookkeeping","anchor":"product-catch-up-bookkeeping","type":"Service","url":"https://passagewayfinancial.com/projects","summary":"Bring unfinished historical bookkeeping current through a defined project without requiring a monthly subscription.","description":"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.","pricing":{},"features":[{"name":"Historical bookkeeping completion","value":"Bring Historical Books Current","valueDescription":"Complete bookkeeping for the agreed historical period so records are brought up to date."},{"name":"Missing-period and records assessment","value":"Clarify Missing Months And Records","valueDescription":"Establish which periods need bookkeeping and review available statements and records before the project starts."},{"name":"Defined scope and upfront pricing","value":"Confirm Scope And Fees Upfront","valueDescription":"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."},{"name":"One-time project without subscription","value":"Get Caught Up Without A Subscription","valueDescription":"Address historical bookkeeping as a standalone project, then decide whether ongoing monthly service is right for the business."},{"name":"QuickBooks Online bookkeeping","value":"Complete Bookkeeping In QuickBooks Online","valueDescription":"Have the catch-up bookkeeping project completed using QuickBooks Online."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Tax return preparation","anchor":"product-tax-return-preparation","type":"Service","url":"https://passagewayfinancial.com/projects","summary":"Get agreed business and applicable personal tax returns prepared for a specified year, with scope and pricing confirmed before work begins.","description":"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.","pricing":{},"features":[{"name":"Business tax return preparation","value":"Prepare Business Returns For The Agreed Year","valueDescription":"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."},{"name":"Defined project scope and fee","value":"Confirm Scope And Fixed Fee Before Work","valueDescription":"Understand which returns are included and what the project will cost before work starts. Work outside the agreed scope requires approval."},{"name":"Applicable personal tax return preparation","value":"Prepare Applicable Personal Returns","valueDescription":"Add personal income tax return preparation when applicable; whether a personal return is included is confirmed in scope."},{"name":"Previously unfiled return preparation","value":"Address Previously Unfiled Returns","valueDescription":"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."},{"name":"One-time service without subscription","value":"Get Returns Prepared Without Monthly Commitment","valueDescription":"Start with the tax return work needed now without signing up for monthly services. Continuing with ongoing services after the project is optional."},{"name":"Bookkeeping readiness coordination","value":"Address Bookkeeping Before Tax Preparation","valueDescription":"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."}]},{"name":"One-time tax planning and projection","anchor":"product-one-time-tax-planning-and-projection","type":"Service","url":"https://passagewayfinancial.com/projects","summary":"Understand expected tax liabilities and consider relevant planning opportunities with a focused projection based on current financial information.","description":"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.","pricing":{},"features":[{"name":"Tax liability projection","value":"Estimate Expected Tax Liability","valueDescription":"Get a focused projection of expected taxes based on the current financial information you provide."},{"name":"Tax planning opportunity review","value":"Evaluate Legitimate Planning Opportunities","valueDescription":"Review relevant, legitimate tax-planning opportunities alongside estimated liabilities."},{"name":"Current-information-based projection","value":"Use Current Financial Information","valueDescription":"Base the projection on current financial information you provide, including information for a mid-year review or before year-end."},{"name":"Fixed-scope project pricing","value":"Confirm Scope And Fee Upfront","valueDescription":"Know the agreed project scope and fixed fee before work begins; the starting project fee is $1,500."},{"name":"One-time engagement","value":"Get A Projection Without A Subscription","valueDescription":"Purchase a focused projection without committing to monthly services. The project does not include ongoing quarterly monitoring."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://passagewayfinancial.com","text":"Passageway Financial"},{"url":"https://passagewayfinancial.com/services","text":"Gold monthly package"},{"url":"https://passagewayfinancial.com/projects","text":"Bookkeeping cleanup"}]}