Opencare 2020
Price Plans
features
CFO+
CFO
Controller
Software
Xero (x3)
Receipt Bank
Hubdoc
Expensify (up to 40 active users/mth)
Fathom
Compliance
For the Year Ended
Nov 30, 2020
Financial Statements (Notice to Reader)
Annual cash flow statement
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (monthly)
Tax planning
T4 / T5 information returns
Management letter
Post balances to Xero
US entities (working papers)
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly discussion and reconciliation
End of year assurance support
Bookkeeping
Monthly reconciliations of bank / credit card accounts
Up to 50 bank/credit card/ Stripe / PP accounts
Up to 2500 bank/cc transaction per month
Receipt Bank Matching
Up to 500 Receipt Bank items per month
Departmental bookkeeping
No tracking categories
Monthly revenue recognition entries
Monthly prepayment entries
Monthly postpayment entries
Monthly Great West Life entries
Deferred tax entries
Timing: Later of 15th of month or 1 BD after OSI
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Support
Onboarding of New Employees
Terminations and ROEs
Expense reimbursements
Up to 120 employees (hourly / salary)
Additional reporting
Monthly meetings
Monthly consolidations
Accounts payable
Semi-monthly payments
Up to 80 payables per month
Up to 4 payment sources (Plooto, wire, ETF, cc,)
Urgent payments: Up to 15/month
CFO+
$12,500
per month
CFO
$9,750
per month
Controller
$6,500
per month
Opencare 2020 - Price Plans
