CDN Mortgage Experts
Price Plans
features
Controller+ (15)
Controller+
Controller
Software
Xero
Receipt Bank
Hubdoc
Checkeeper
Compliance
For the Year Ended
Jul 31, 2019
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
Tax planning
T4 / T5 information returns
Management letter
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: Checkeeper
System setup: Plooto
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 13 bank / credit card accounts
Up to 650 bank / credit card transactions
No tracking categories
Receipt Bank coding
Up to 200 Receipt Bank items
15 day close
Accounts payable
Monthly payments
Up to 4 payment methods (cc, cheque, bank, plooto)
Up to 20 payments / month
Up to 5 contractors / month
Up to 2 urgent payments
Credit card payments (auto-pay)
Vendor setup
Controller+ (15)
$2,675
per month
Controller+
$2,275
per month
Controller
$1,875
per month
add-ons
HomeHappy Holdings Inc
Tax only
$100
HomeHappy Holdings Inc
Xero
Receipt Bank
Bookkeeping
NTR
Tax
$300
Personal Taxes
Mike and spouse
$60
Catch-up
Jan - April
$2,000
CDN Mortgage Experts - Price Plans
