Upside Foundation
Price Plans
features
Controller+
Controller
Support
Software
Xero
Receipt Bank
Hubdoc
Expensify (up to 5 users)
Compliance
For the Year Ended
Dec 31, 2019
Financial Statements (Xero)
Accountant working papers
GST/HST return (annual / quarterly)
T4 information return review
Post balances to Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Conversion and training
System setup: Xero
System setup: Receipt Bank
System setup: Hubdoc
System setup: Plooto
System setup: Expensify
System review: Wagepoint
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 3 bank / credit card accounts
Up to 20 bank / credit card transactions
Receipt Bank coding
Up to 10 Receipt Bank items
30 day close
One tracking category
Payroll
Monthly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 5 employees
Accounts payable
Monthly payments
Payment Methods = 3 (plooto, CC, EMT)
Up to 20 payments / month
2 Urgent payments
Vendor setup
Credit card payments (auto-pay)
Controller+
$1,750
per month
Controller
$1,375
per month
Support
$1,250
per month
Upside Foundation - Price Plans
