Profile
Passageway Financial
ListedCPA-led accounting and tax planning for small businesses
About
About
Passageway Financial is a CPA-led accounting and advisory firm serving small business owners, entrepreneurs, professionals, and businesses seeking advisory-level support.
The firm focuses on home services businesses, including industries such as concrete coating, landscaping, electrical, and plumbing.
Passageway Financial is a CPA-led accounting and advisory firm serving small business owners, entrepreneurs, professionals, and businesses seeking advisory-level support. Its work centers on helping clients use financial reports as the basis for planning, with services that connect bookkeeping, tax strategy, payroll coordination, and cash flow decisions.
The firm focuses on home services businesses, including industries such as concrete coating, landscaping, electrical, and plumbing. Services include accounting, bookkeeping, business tax preparation, sales tax compliance, payroll coordination, tax planning, and tax reduction planning. Passageway Financial also offers business advisory support for clients who want more than basic reporting.
Clients can work with the firm in person or remotely, with a TaxDome client portal noted in the source materials. The firm lists communities served across Minnesota and Wisconsin, including St. Paul, Minneapolis, Anoka, Blaine, Appleton, Oshkosh, Sheboygan, and related areas.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| CPA accounting advisory | In-person | ||
| CPA accounting advisory | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| Sales tax | In-person | ||
| Sales tax | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
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