# Passageway Financial
*Also known as Passageway*

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting
- Market category: Accounting Services (https://nowen.ai/category/accounting-services)
- Also in: Bookkeeping Services
- Delivery model: services
- Location: Fond du Lac, Wisconsin, United States
- Website: https://passagewayfinancial.com
- AI agent profile: https://nowen.ai/agents/passagewayfinancial-com
- Front door on Boon: https://boon.ai/agents/passagewayfinancial-com (Apply to Passageway Financial's partner program through Boon)
- Updated: 2026-11-12
- Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services)
- Read by AI assistants from: OpenAI, Perplexity

> A CPA-led accounting firm that connects bookkeeping, tax preparation, payroll, and proactive planning for owner-operated small businesses.

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.

## Products & Services

### [Gold monthly package](https://passagewayfinancial.com/services)
*Service*
Keep bookkeeping and tax work connected while getting year-round support, tax planning, regular financial reviews, and hands-on back-office help.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **Monthly bookkeeping** — Keep Books Current
- **Monthly financial review meetings** — Review Finances Monthly
- **Business tax return preparation** — Prepare Business Tax Returns
- **Coordinated bookkeeping and tax services** — Connect Books And Taxes
- **Quarterly tax projections** — Anticipate Tax Liabilities
- **Quarterly tax planning meetings** — Evaluate Planning Opportunities
- **Monthly financial statements** — Review Monthly Financials
- **Year-round routine accounting and tax support** — Get Year-Round Support
- **Back-office financial administration** — Coordinate Back-Office Finances
- **Applicable personal tax return preparation** — Prepare Applicable Personal Returns
- **QuickBooks Online** — Use Included QuickBooks Online
- **Payroll processing with Gusto** — Process Payroll With Gusto
- **Sales tax filings** — Complete Sales Tax Filings
- **Annual review meeting** — Review Your Finances Annually

### [Bookkeeping cleanup](https://passagewayfinancial.com/projects)
*Service*
Correct and organize existing QuickBooks Online records so they are reconciled and ready for reporting or tax preparation.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Bookkeeping error correction** — Correct Bookkeeping Errors
- **Account reconciliation** — Reconcile Agreed-Upon Accounts
- **Record organization** — Organize Records For Reporting
- **QuickBooks Online record cleanup** — Clean Up QuickBooks Online Records
- **Defined project scope and fee** — Confirm Scope And Fee Upfront
- **One-time service without subscription** — Get Cleanup Without A Subscription

### [Catch-up bookkeeping](https://passagewayfinancial.com/projects)
*Service*
Bring unfinished historical bookkeeping current through a defined project without requiring a monthly subscription.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Historical bookkeeping completion** — Bring Historical Books Current
- **Missing-period and records assessment** — Clarify Missing Months And Records
- **Defined scope and upfront pricing** — Confirm Scope And Fees Upfront
- **One-time project without subscription** — Get Caught Up Without A Subscription
- **QuickBooks Online bookkeeping** — Complete Bookkeeping In QuickBooks Online

### [Tax return preparation](https://passagewayfinancial.com/projects)
*Service*
Get agreed business and applicable personal tax returns prepared for a specified year, with scope and pricing confirmed before work begins.
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.

- **Business tax return preparation** — Prepare Business Returns For The Agreed Year
- **Defined project scope and fee** — Confirm Scope And Fixed Fee Before Work
- **Applicable personal tax return preparation** — Prepare Applicable Personal Returns
- **Previously unfiled return preparation** — Address Previously Unfiled Returns
- **One-time service without subscription** — Get Returns Prepared Without Monthly Commitment
- **Bookkeeping readiness coordination** — Address Bookkeeping Before Tax Preparation

### [One-time tax planning and projection](https://passagewayfinancial.com/projects)
*Service*
Understand expected tax liabilities and consider relevant planning opportunities with a focused projection based on current financial information.
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.

- **Tax liability projection** — Estimate Expected Tax Liability
- **Tax planning opportunity review** — Evaluate Legitimate Planning Opportunities
- **Current-information-based projection** — Use Current Financial Information
- **Fixed-scope project pricing** — Confirm Scope And Fee Upfront
- **One-time engagement** — Get A Projection Without A Subscription

## Sources

- [Passageway Financial](https://passagewayfinancial.com)
- [Gold monthly package](https://passagewayfinancial.com/services)
- [Bookkeeping cleanup](https://passagewayfinancial.com/projects)