Run your business. We'll run the numbers.
Clean books and filed returns are only the beginning. We plan throughout the year, look for legitimate ways to minimize taxes, and help you prepare before the bill arrives. Pay what you owe—not more than you owe.
- CPA-led firm
- 10+ years of experience
- QuickBooks Online experts
- Gusto payroll partner
- Year-round support
Peace of mind, year-round
“I used to dread April. Now I know my books are clean, my taxes are filed, and nothing's falling through the cracks.”
Why owners trust us
A CPA-led firm built for small business owners.
CPA-led firm
Our firm is led by a Certified Public Accountant, so your books and returns are built on real technical standards.
10+ years of experience
A decade of small business bookkeeping, payroll, and tax work behind every engagement.
QuickBooks Online experts
We deliver every set of books in QuickBooks Online — setup and migration included.
Gusto payroll partner
Payroll, W-2s, and 1099s run through Gusto and filed on time.
Year-round support
We're not a once-a-year tax shop. You have an accounting team all twelve months.
Responsive communication
Questions answered in our client portal — no chasing your accountant for weeks.
Reviews
Small business owners who stopped dreading their books.
5.0 average
from 6+ Google reviews across our Minneapolis, Milwaukee, and East Central Wisconsin profiles
“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.”
“Fast, efficient, and knowledgeable — best in the biz. The Passageway team is always quick to respond in the client portal when questions come up.”
Owner & President
About the firm
CPA leadership, a responsive team, and long-term client relationships.
Passageway Financial is a CPA-led accounting firm serving owner-operated small businesses across the country. We keep the work in-house, answer quickly, and stay with our clients for years — not a single filing season. Bookkeeping, payroll, tax returns, and proactive tax planning, all under one roof.
Problems we solve
Stop finding out what you owe after it's too late to plan.
Reactive accounting records what already happened. We keep the numbers current so tax decisions can happen before year-end—when legitimate planning opportunities may still be available.
Books that never get reconciled
Months behind · unclear profit · bad decisions
You can't tell if a job actually made money. We reconcile your books in QuickBooks Online on a cadence that matches your package, so your financials are clean and tax-ready when it matters.
Payroll that eats up your week
Late deposits · missed filings · unhappy team
We run payroll through Gusto, handle W-2s and 1099s, and make sure federal and state filings go out on time — every time.
Taxes that feel like a black box
April scramble · penalties · overpayments
We prepare business and personal returns together, estimate quarterly payments, and look for legitimate ways to minimize what you owe before the year ends.
Sales tax across cities and states
Juggling rates · missed filings · audit risk
If you sell across multiple jurisdictions, we track the rates and file on time so you stay compliant as you expand.
Workers classified the wrong way
W-2 vs 1099 confusion · back taxes · fines
We make sure contractors and employees are classified and reported correctly, keeping your records audit-ready.
No plan before tax season hits
Surprise bills · missed deductions · cash crunches
Proactive planning gives you time to evaluate legitimate tax-saving opportunities and prepare for what you owe—before April.
How it works
From first form to your financial rhythm.
Tell us about your business, book an initial consultation, and talk through the problems you need solved. We'll recommend the right package and scope before onboarding begins.
Tell us what you need
Complete a short intake so we understand your business, priorities, and accounting needs.
- Share your contact information
- Tell us about your business
- Choose a consultation time
Meet with our founder
Use the consultation to discuss what's not working, what you need handled, and whether we're a good fit.
- Review your current challenges
- Clarify your priorities
- Determine fit together
Build your financial rhythm
If we're a good fit, we'll recommend a package, confirm the scope, and begin onboarding.
- Choose the right package
- Confirm responsibilities
- Start onboarding
Our promise to you
Three guarantees, not just promises.
You shouldn't have to worry about whether your accountant will deliver. These guarantees remove the risk from switching — and from staying.
30-Day Satisfaction Guarantee
If you're not happy with your first month of ongoing service, we'll refund those fees. If we've already completed a significant one-time project — such as a full books cleanup or tax return — its value is deducted from the refund.
No Long-Term Contracts
Cancel anytime with 30 days' notice. We earn your business every month — never lock you in with setup traps or exit fees.
Late-Filing Penalty Coverage
We file every return and payroll form on time. If we miss a deadline and cause a penalty or interest charge, we pay it.
150+
Small businesses served
10+ years
Of small business accounting
Tracked
On-time filings, every month
Referral partners
Bankers, attorneys, advisors, coaches — refer with confidence.
When you send a small business owner our way, they walk away with clean books and tight compliance — and you look like the hero who made the recommendation.
Learn about our referral program →Their books get clean.
Reconciled on your package cadence, ready for any conversation.
Compliance stays tight.
Filings on time, every time. No surprises.
You stay in the loop.
Quiet updates so you can keep doing your job.
We stay in our lane.
Accounting, tax, payroll. Nothing else.
Where we're located
A virtual-first firm — with real Midwest roots.
We serve small business owners across the United States. Our ownership and roots are in East Central Wisconsin, with offices in Minneapolis and Milwaukee. We hire team members nationwide, so you may work with someone down the street or across the country — everyone is easy to reach through our client portal and video calls.
Office
Minneapolis, MN
2817 Anthony Ln S Suite 307BMinneapolis, MN 55418
Virtual service area · offices not open to walk-ins
Office
Milwaukee, WI
N89W16785 Appleton Ave Suite 12Milwaukee, WI 53051
Virtual service area · offices not open to walk-ins
Headquarters
East Central Wisconsin (HQ)
Green Bay · Neenah · Menasha · Appleton · Oshkosh · Fond du Lac
17 Forest Ave Suite 018Fond du Lac, WI 54935
Virtual service area · offices not open to walk-ins