Caifu
Price Plans
features
Basic
You want to do the work, and just want us to review at year end.
Lean On Us
You want us to provide you with a shoulder to lean on, provide you with support, and stay up to date with what's going on quarterly.
The Full Monty
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero
Receipt Bank
Ledgersync
Compliance and Review
For the Year Ended
Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual / quarterly)
Tax planning (quarterly)
Management letter
Post balances in Xero
T1 Personal Tax
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank Matching
Monthly OSI list
Basic
$200
per month
Lean On Us
$300
per month
The Full Monty
$500
per month
add-ons
Rollover / Reorg
Transfer of personal shares to holdco
Instruction letter
Compensation Planning
T2057
Valuation
$1,450
Prior year end (x2)
Financial Statements
T2 Corporate Tax Return
T4 / T5
$2,950
Personal Tax Catchup
2015
$250
Caifu - Price Plans
