NestWealth 2020
Price Plans
features
Controller+
Controller
Accountant
Software
Xero (x2)
Receipt Bank
Hubdoc
Expensify (up to 30 users)
Compliance
For the Year Ended
Nov 30, 2020
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
GST/HST returns (quarterly)
T4 / T5 information returns
Tax planning
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: Plooto
System setup: Wagepoint
System setup: Expensify
Training program
Bookkeeping
Reconciliations of bank / credit card accounts
Monthly OSI list
Up to 12 bank / credit card accounts
Up to 500 bank / credit card transactions
Receipt Bank coding (accrual)
Up to 150 Receipt Bank items
Tracking for up to 30 prepaid expenses
No tracking categories
30 day close
Payroll
Bi-weekly payroll management
CRA Payroll Audit Support
ON Ministry of Finance (EHT) Filings and Support
ON WSIB Filings and Support
Onboarding of New Employees
Terminations and ROEs
Up to 60 employees
Bi-weekly expense report payments
Accounts payable
Monthly payments
Payment Methods = 3 (Plooto, cc, Scotiabank)
Up to 120 payments per month
Up to 5 contractor payments / month
Up to 5 urgent payments per month
Vendor setup
credit card (auto-pay)
Controller+
$4,000
per month
Controller
$3,250
per month
Accountant
$2,500
per month
add-ons
Consolidations (non custom)
$100/month
Amalgamation
$4,950
15 day close
$350/month
NestWealth 2020 - Price Plans
