Truly Inc. 2020
Price Plans
features
CFO Support
Controller
Accountant
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended
Dec 31, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST return (quarterly)
T4 / T5 information returns
Tax planning
Management letter
Post balances to Xero
T1 Personal Taxes
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly management discussion and review
Bookkeeping
Online sales channel reconciliations
AccessAlly reconciliations (cash basis)
Reconciliations of bank / credit card accounts
Monthly OSI
Up to 10 bank / credit card accounts
Up to 250 bank / credit card transactions
Receipt Bank Matching (accrual)
Up to 125 Receipt Bank transactions
30 day close
10 business day close
Payroll
Semi-monthly payroll management
CRA Payroll Audit Support
Worksafe Filings / Support
EHT Filings / Support
On-boarding new employees
Terminations and ROEs
Up to 10 employees (salaried)
Accounts payable
Semi-monthly AP management
Up to 20 AP payments / month
Up to 3 payment methods (cc, bank, plooto)
Up to 2 urgent payments / month
Vendor setup
Credit card (auto-pay)
Additional reporting
Monthly CPA meetings
CFO Support
$3,975
per month
Controller
$2,750
per month
Accountant
$2,250
per month
add-ons
Revenue Recognition
AccessAlly reconciliations
$500/month
Truly Inc. 2020 - Price Plans
