OUR SERVICES
Basic Monthly Bookkeeping Package
Starting at $175 Monthly
Ongoing bookkeeping services via QuickBooks Desktop*, quarterly bank account reconciliations, and quarterly financial reporting. Quarterly preparation and filing of IRS Form 941 and EFPTS payment setup, if applicable. Quarterly preparation and filing of FL Dept of Revenue Reemployment Tax Return (RT-6) and payment setup, if applicable. Monthly or Quarterly preparation and filing of FL Dept of Revenue Sales Tax Return and setup of payment, if applicable. **CPA email & phone support available at discounted CPA rate. See additional terms and conditions below.
Pro Monthly Bookkeeping Package
Starting at $225 Monthly
Monthly bookkeeping services via QuickBooks Desktop*, monthly bank account reconciliations, monthly financial reporting, and quarterly bookkeeping review (30 minutes), upon client request. Quarterly preparation and filing of IRS Form 941 and EFPTS payment setup, if applicable. Quarterly preparation and filing of FL Dept of Revenue Reemployment Tax Return (RT-6) and payment setup, if applicable. Monthly or Quarterly preparation and filing of FL Dept of Revenue Sales Tax Return and setup of payment, if applicable. **Up to 60 minutes CPA phone & email support per quarter. Actual Package pricing based upon monthly revenue. Small Business tax planning available upon request at discounted CPA rate. See additional terms and conditions below.
Elite Monthly Bookkeeping Package
Starting at $315 Monthly
Monthly bookkeeping services via QuickBooks Desktop*, monthly bank account reconciliations, monthly financial reporting, and quarterly bookkeeping review (30 minutes) upon client request. Quarterly preparation and filing of IRS Form 941 and EFPTS payment setup, if applicable. Quarterly preparation and filing of FL Dept of Revenue Reemployment Tax Return (RT-6) and payment setup, if applicable. Monthly or Quarterly preparation and filing of FL Dept of Revenue Sales Tax Return and setup of payment, if applicable **Up to 60 minutes CPA email & phone support per month. Quarterly small business tax planning included as part of quarterly bookkeeping review. Preparation and filing of business federal annual income tax return IS INCLUDED. Filing of FL Annual Report in Sunbiz available upon client request (client must reimburse G41 for any annual filing fees paid). Preparation and filing of annual 1099 package and/or W-2/W-3 package. See additional terms and conditions below.
**Additional inquiries, including text messages, emails, and/or phone calls will be billed at reduced CPA hourly rate of $75, with a minimum charge for 15 minutes. Any text messages or phone calls to personal cell phone will be billed at the standard CPA hourly rate of $100hr. Please email all inquiries first to info@g41advisory.com and then use the business phone for texts or calls (727-677-1492.
***Quarterly Financial Review (30 minutes) , if not included in package, is offered at a discounted rate of $75 per quarter upon client request.
****All packages are subject to quarterly revenue review, at which time client will be notified of any price increase based on increased volume/revenue. A new Engagement Letter will be required to be signed by the client prior to resuming services. Client agrees to set up recurring ACH/bank transfer payment for package which will occur on the 1st of each month. Payments made via debit/credit cards will be subject to an additional convenience fee.
*****Packages DO NOT include the following services, which are available: QuickBooks Payroll Subscription, ongoing payroll management, accounts receivable management, annual 1099 and/or W-2 package preparation and filing (included in Elite package ONLY), and/or customized reporting.
All the services you need,all in one place.
All of our package prices vary based on monthly revenue. Additionally, all packages include a dedicated CPA who is available via email or text message. The Elite Package includes ongoing tax planning and federal tax return preparation. These services are available as add ons to the Standard and Pro Bookkeeping packages for a nominal billing fee.
*We guarantee we will prepare a plan with at least 5 tax strategies to save thousands for any clients who invest in our Elite Bookkeeping & Tax Planning/Preparation Package.
Standard
Starting at $175
Perfect for small businesses with minimal monthly revenue that don't need monthly reporting.
Pro
Starting at $225
Perfect for small businesses who are looking for monthly and specialized financial reporting.
Elite
Starting at $315
Perfect for small businesses who are looking for monthly and specialized financial reporting, ongoing tax planning strategies, and fixed pricing for filing of annual federal tax return.