Soxy
Price Plans
features
Controller+
Controller
Bookkeeper
Software
Xero
Receipt Bank
HubDoc
Compliance
For the Year Ended
Dec 31, 2018
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI report
Payroll
Payroll management
CRA Payroll Audit Support
On boarding of new employees
Terminations and ROEs
Accounts Payable
Monthly vendor payments
Controller+
$1,775
per month
Controller
$1,575
per month
Bookkeeper
$1,375
per month
add-ons
Dec 31, 2018
Bookkeeping Catch-up
Financial Statements
T2 Corporate Tax
GST/HST
$500/month
T1 Personal Tax
CRA Basic Audit Support
$20/month
Dec. 31, 2017
P&L Spreadsheet
Take the existing income statement and accurately allocate sales and COGS based on Shopify SKU sales
Do this in Google Sheets (lines to back out sales and inventory items and lines to add back in Sales
$4,500
Soxy - Price Plans
